Creating Segments with Rules

Last updated 16 minutes ago

Divide your visitors in segments and create more personalized and effective marketing campaigns.

Prerequisites

Before you start:

  • Log in to Content Studio.

  • Create a widget in your dashboard of type Website KPIs.

Steps

1. Open the segment management window

  1. Filter data by segments in the Website KPIs window.
    filter-segments

  2. Select Manage Segments in the bottom of the Segments dropdown menu.
    filter-segments

2. Add a new segment

  1. Click Add Segment in the top right corner of the Segments management window.

  2. Fill the segment information:

    • Name: Give a meaningful name to the segment. For example, Portuguese visitors.

    • Description: Briefly describe the segment with meaningful information. For example, Visitors that access the website from Portugal.

  3. Click Accept in the bottom right corner of the Add segment window.

3. Add rules to the segment

  1. Click Set rules.

  2. Click the Active switch to activate the entry rules of the segment in the Entry rule tab.

4. Add conditions to the rule

  1. Click Add condition.

  2. Select a field. For example, Origin in the Select new field dropdown, .

  3. Select One of the following.

  4. Click Click to set.

  5. Select Country: Portugal in the Region window.

  6. Click Add.

  7. Click Accept.

  8. Click Save in the top right corner of the Edit Segment window.

segment-portuguese-visitors

Result

After you click Save the Engagement Cloud creates the segment and starts collecting visitors that match the entry rule conditions.

In the top left corner of window Edit segment, click Back to list to see the list of existing segments and you can now target the segment in campaigns.

segment-list

For information on how to create and manage campaigns, visit the following links:

Note that you need to register.

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