Working with Segments

Introduction

Here's a guide to including and excluding segments.

When sending emails or SMS messages, it is very important that you target your desired audience. That's why segmentation is a crucial APSIS One feature.

This guide is for those who have already created segments in Audience and wish to move forward, implementing their segments into their Email and SMS activities.

Have you not created a segment yet? Take a look at our article about creating a segment and the one about the segment builder to get you started!

 


 

Quick Summary

Take a look at the diagram below. Here's a brief explanation:

A and B are your segments; the green area represents those who will receive your Email or SMS, while the white area represents those who will not.

Left

 

Right

On the top left, you'll see what happens when you include all profiles who match segments A and B.

Screenshot_2019-01-28_at_13.54.51.png

On the top right, you'll see what happens when you exclude all profiles who match segments A and B.

On the bottom left, you'll see what happens when you include any profiles who match segments A or B.     On the bottom right, you'll see what happens when you exclude any profiles who match segments A or B.

 Desktop-7.jpg

 


 

Send to

The Send to step is the step in which you define your target Audience in the SMS and Email tools. 

You will get the option to both include and exclude segments when you're in the Send to step in both activities. On top of that, you get to decide if you wish to include/exclude profiles who match all or any of your segments

sendto4.jpg   sendto5.jpg

 

Expand an item below to read more: 

Including Segments

Who receives my message?

By including segments, you will be specifying exactly which demographic will be receiving your message. The specific details about your recipients will depend on the segment you choose. Any profile that does not belong into your chosen segment(s) will not receive your message.

Desktop-6.jpg

 

All or Any?

Now, there is another important aspect about including segments. Do you wish to include all or any of the profiles that match your criteria?

Toggle between tabs to read more and see some examples:

Include All Include Any

Let's say you have two segments, segment A and segment B.

If you include all profiles who match segments A and B, only profiles who match both A and B will receive your message, while profiles that belong to only one or none of the segments will not receive it.

For example:

Custom segment AClicked on DME2018 Newsletter: Clicked on activity ID equals XXXXX.

Custom segment B: Tagged as "VIP": tagged as "VIP".

Only profiles that have clicked on activity ID equals XXXXX. AND are tagged as "VIP" will receive the message. Profiles that belong to only one or none of the segments will not receive the message.

Desktop-.jpg 

Excluding Segments

Who receives my message?

By excluding segments, you will be specifying exactly which demographic will not be receiving your message. The specific details about your recipients will depend on the segment you choose. Any profile that belongs into your chosen segment(s) will not receive your message.

Desktop-8.jpg

 

All or Any?

Now, there is another important aspect about excluding segments. Do you wish to exclude all or any of the profiles that match your criteria?

Toggle between tabs to read more and see some examples:

Exclude All Exclude Any

Let's say you have two segments, segment A and segment B.

If you exclude all profiles who match segments A and B, only profiles who match both A and B will not receive your message, and every profile that does not match both segments will receive it.

For example:

Custom segment A: Answered Survey: tagged as "Answered Survey".

Custom segment B: Sweden Seminarscountry equals "Sweden".

Profiles that are tagged as "Answered Survey" AND have country equals "Sweden" will not receive your message, while profiles that belong to only one or none of the segments will receive it.

Desktop-2.jpg 

 


 

Was this article helpful?