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Creating Segments in Segment Designer

The Segment Designer applies criteria blocks in a top-down sequence so that each criteria block that you add refines the segment membership of the criteria immediately above it. As you add criteria vertically down the screen, the Cumulative Count keeps track of how many customers have qualified for that criteria and those above it. At the bottom of the view, the total count of qualifying segment members appears with the criteria applied.

NOTE:  The Segment Designer computes two types of counts, gross count and cumulative count. For descriptions, see Frequently Used Terms for Marketing Segmentation.

For special situations where you need to create a group of criteria blocks (similar to parentheses in an equation), you can drag one criteria block on top of another to create a group. This method applies a combined set of criteria as a single constraint on the main segment membership.

The Segment Designer can include a reference to another existing segment (referred to as a nested segment) within the segment you are building.

After you create a segment, you can save it in one of the folders in the Web Catalog. You can also choose to download the segment structure with counts to an Excel spreadsheet by clicking Download.

To create a new nested segment based on a different target level, click the Select Another Target Level button. This action saves the current segment. You can then build a nested segment and return to the main segment when you are finished.

NOTE:  The subject areas that you can display are dependent on the security settings specified for you by your site's administrator.

About Using the Marketing Segment Panel to Add Criteria to Segments

Use the segment pane to add criteria blocks when creating new or changing existing segments. To create a new segment, you can click the new icon or open a saved segment, modify it, and save it with a new name. Using either method, you select the subject area and field to use for a segment criteria. The panel displays the subject areas that are relevant for the target level for your segment.

You can also add a nested segment to your segment by selecting a folder displayed in the bottom of panel and clicking the segment name.