Create segments using filters

Introduction

Segments are equipped with predefined rules using which you can set conditions for each partition. The segment details are updated automatically based on the ruleset. Rule-based segments are usually SCD and activity-based.

For example, you can have a segment based on RFM (Recency, Frequency, Monetary) and have partitions as explained below:

• Champions: High spending customers who purchased recently and also shop quite often
  (Last Txn Date in the last 10 days) AND (Latency < 25) AND (Lifetime Purchased > 500)

• Loyal Customers: A frequent shopper and responsive to promotions.
  (Last Txn Date in the last 30 days) AND (Latency between 25 and 45) AND (Lifetime Purchased between 200 and 500)

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Note

Each org unit can create a maximum of 20 SCD segments. So if you want to create a new one thereafter, you need to deactivate an existing SCD segment and create a new one. If the brand requires more than 20 SCD segments, they can request additional segments by contacting the product sustenance team.

There is no limit on non-SCD segments.

To create a rule-based segment:

1. On the EI navigation pane, click User Segments > Create Segment.
2. In Segment Name, specify a name for the group.
3. In Description, specify a short description of the segment.
4. In Type, select SCD to keep a track of customers' behavior for the current segment. Select Non-SCD to save only the current snapshot.
5. In Method, choose Conditions for creating based on rule conditions.
6. Click Next to continue.

7. In Update, choose your preferred frequency for updating the segment data.

• Manually: To update the partition values manually. The list will be updated only if the list is refreshed manually on the segment details page.

• Daily: To update the segment values on a daily basis.
• Weekly: To update the list on a weekly basis.
• Monthly: To update the list on a monthly basis.

8. In Partition name, specify a name for the partition.

9. In Description, specify a short description for the partition.
10. Click +Add rule > Customer summary KPIs and choose the desired option on which you want to define the condition.

11. To validate more than one condition, click + Add rule that uses OR operator - In this, a customer is added to the partition, if any of the specified conditions are satisfied.

12. To validate multiple rules (and), click +Rule Set (AND) > + Add Rule. In this, a customer is added to the partition only if both conditions are satisfied

13. Click Save.

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• The Description field is mandatory along with other fields. The save button will not be enabled if the Description is left blank.

14. Similarly, multiple partitions are required, and click Compute & Proceed. You will see the Processing bar.

15. Click Create to complete creating the segment. Else, it will be in the draft state

The segment will be in Inprogress status initially and once processed, the status label will disappear automatically.

• Inprogress: The segment creation is being processed

Note:

• Draft: Signifies draft state where the recent changes were not saved. If you open the segment, you will see Draft available: Save changes to see the partition values. You can save or Deactivate draft segments
• Active segment: Only active segments will appear on the service that consumes Segments. You can either edit or deactivate active segments
• Inactive segment: These segments will be inactive and will not appear in any service that consumes segments. You can edit and activate inactive segments

Editing an existing rule-based segment

You can modify a segment to add new partitions or modify rules for existing partitions.

To edit a segment

1. On the Segments summary page, click on the segment that you want to edit. You can filter the summary list by Type (SCD, Non-SCD, or All) and Method (Condition, Upload, or All) and also search for a specific filter in the Search box
2. Click on the drop-down box that appears on the top and chooses Edit Segment.

3. Click Edit Partitions.
4. To add a new partition, click Add Partition. If you want to update the rule of an existing partition, click on the More options icon > Edit. Modify rules as needed and click Save.

5. Click Compute & Proceed. You will see the Processing bar
6. Click Update to complete creating the segment. Else, it will be in the draft state.

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• If you try to edit the draft version, you will see the following prompt . Click Continue editing draft version to start editing the previously saved version, click Discard draft and edit current state to discard the previously saved draft version and edit

Deactivate: You can click the Deactivate button to inactivate a segment and vice versa
Refresh: This lets you update the segment manually. This can be used for segments with the manual update. However, if you have a segment that is set to update monthly or any other frequency, you can get the updated list whenever required by clicking this manual Refresh. The time to complete the process depends on the rules to be evaluated and the data size.

• Limit of only 20 SCD segments: You can create up to 20 SCD segments only. If you want to create a new SCD segment thereafter, you need to deactivate an existing one and create new one.