To define the campaign segment criteria

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Defining the cohort of contacts to be included within a campaign segment is achieved through the creation of one or more statement rules. For each statement rule created, a combination of functions and field variables can be used to control the desired result, with each matching condition defined by standard expression symbols. The available entities - system data fields - used to filter the condition results are those relevant to the target audience subset for the campaign segment i.e. Contact or Contact Group. Once created, any number of statements can be combined using AND / OR operators, and also parentheses can be inserted to modify the sequence of these operations in order to deliver the expected outcome.


The procedure to define the campaign segment criteria is as follows:

  1. Navigate to Quick Menu > Campaigns > Configuration > Segment Configuration. The Segment window is displayed.
  2. Select a campaign segment from the alphabetical list or type its name into the Search Contact Segments field. By default the list is filtered to show Current campaign segments. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
  3. Click on Segment Criteria. The Statement Builder window is displayed.
  4. Define one or more conditions to control the cohort of contacts to be included within the segment. This requisite step is covered separately in the topic Understanding the advanced statement builder.
  5. Click on Save 2. The statement algorithm is displayed in the Segment Criteria field.


Note

1 The Search Contact Segments field will match against any element of the description.

2 More complex expressions can be captured within a SQL stored procedure and linked to the campaign segment using the Advanced SQL field. Where a stored procedure has been linked to the segment, a criteria statement cannot also be employed, and vice versa.


See related topics...

Segment configuration maintenance overview

Understanding the advanced statement builder

To remove all criteria from the campaign segment

To create a new campaign segment

To clone a campaign segment