Creating a Segment

Here's a guide to how to create a segment with APSIS One's Segment Builder in Audience.

If you need more details about how to use the Segment Builder, head over to this article.

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Segment Creation

1. Head over to the Segments tab in Audience and click on Create a New Segment.

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2. Welcome to the segment builder!

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3. First things first, name your segment directly by clicking on Untitled Segment and editing the name.

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4. Build your segment by choosing segment conditions to match the profiles.

Drag and drop properties and events into the canvas and click on the gear icon (  ) to open the condition settings.

If you need more information about the segment builder and the segment conditions, jump to the segment builder section in this article.

For specific information on how to add segment conditions, jump here.

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5. As you build your segment, click the refresh button on the top right to see how many profiles match your segment.

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6. You may go back to Audience anytime by clicking on Back to Audience.

Confirm if you wish to exit: click Yes to exit and discard your changes, or click No to stay in the segment builder and continue. Any unsaved changes will be lost.

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7. To save your segment, head over to the Bottom bar and click Save.

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8. After saving your segment, take a look at the profiles that match your segment by clicking Profiles on the Bottom bar.

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Adding Segment Conditions

How to Add Conditions into the Segment Canvas

Here's a practical guide on how to use segment conditions to create segments. For more general information on how to create a segment, see About Segmentation.

1. Choose a condition to add into the canvas, drag and drop it into the canvas.

If it's a property, drop it on the top row; if it's an event, drop it on the bottom row.

 

2. Toggle whether the condition should include or exclude its value by clicking on the + or - sign.

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3. Click on the gear icon (  ) to open the condition settings.

 

4. Adjust the condition settings. This will allow you to decide the match and data types for your segment conditions.

For example, if you're adding an excluding property condition "Address", with match type contains "21437", you will be adding a condition that will exclude all profiles that contain "21437" as a part of their address details.

To add a segment condition that includes or excludes profiles without any specific details, like all profiles who clicked any link in any email for example, simply skip the condition settings.

If you don't modify the condition settings, the segment will treat the condition as generally as possible. For example, if the condition was "Email - Sent", the segment will be based on all profiles who you have sent any email to, in any point in time.

If you wish to edit a condition, simply click on the gear icon (  ) to open the settings again.

Click on a tab below to read more about properties and events conditions settings. 

PropertiesEvents 

Condition Settings for Properties

1. Choose a match type from the drop-down menu.

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Click on the drop-down below to read more about the available match types.

Choosing a Match Type

About the Match Types

Match types depend on the type of attribute selected.

These are the types of attributes:

Text: A text value. It has a 100-character limit. For example: female, non-binary, male.

True/False: A true or false attribute. For example, downloaded the app = true/false.

Number: A field for numbers, like an age or a phone number.

Number w/decimals: Same as the number field, yet this one has the ability to track numbers with decimals. Like a person's height.

Date: A date of birth, for example. The date format currently supported is ISO-8601 (YYYY-MM-DD, YYYY/MM/DD, DD/MM/YYYY, DD.MM.YYYY).

 

For Date attributes:

The match type is limited to a time range. Use the date picker to specify a time range, or a specific date.

Click on the calendar icon on the top left to jump to a specific date. Enter the date in the YYYY-MM-DD format.

To choose a time range, click on the first and last dates of the time range.

To choose a specific day, either enter the date in the first field or click twice on the same date in the date picker.

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For the rest of the attributes:

Equals: The condition value equals that which you input in the value field. For example, First Name equals "Johanna". Choosing to exclude this condition will result in excluding all profiles with "Johanna" as a First Name value.

Not Equals: The condition value does not equal that which you input in the value field. For example, First Name ≠ Johanna. Choosing to exclude this condition will result in including all profiles with "Johanna" as a First Name value.

Contains: The condition value contains that which you input in the value field. For example: Birthdate contains "1993". Choosing to exclude this condition will result in excluding all profiles whose date of birth contain "1993".

Starts with: The condition value starts with that which you input in the value field. For example, Last Name starts with "J". Choosing to exclude this condition will result in excluding all profiles whose last name value begins with "J", like Johnson or Jimenez.

Ends with: The condition value ends with that which you input in the value field. For example, Last Name ends with "N". Choosing to exclude this condition will result in excluding all profiles whose last name value ends with "N", like Johnson or Molin.

Regex: This is used for regular expressions, which is a sequence of characters used to define a search pattern. However, using regular expressions is an advanced skill that requires background knowledge. Please refer to your development team, or consult a reference guide of your choice.

Greater than: The condition value is greater than that which you input in the value field. For example, Age is greater than "25". Choosing to exclude this condition will result in excluding all profiles whose age value is greater than 25.

Greater or equals: The condition value is greater than or equals that which you input in the value field. For example, Age is greater than or equals "25". Choosing to exclude this condition will result in excluding all profiles whose age value is greater than or equals 25.

Less than: The condition value is lesser than that which you input in the value field. For example, Age is lesser than "25". Choosing to exclude this condition will result in excluding all profiles whose age value is lesser than 25.

Less than equals: The condition value is lesser than or equals that which you input in the value field. For example, Age is lesser than or equals "25". Choosing to exclude this condition will result in excluding all profiles whose age value is lesser than or equals 25.

 

2. Enter a value in the value field.

 

3. When done, click OK.

If you wish to edit a condition, simply click on the gear icon (  ) to open the settings again.

 

 


 

 

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