Advanced segment builder

With advanced segments, you can create more specific and maintainable segments than basic segments. You can also use reference segments and transaction mixins in your advanced segments. Advanced segments provide the following additional features:

  •  Ability to nest grouping logic.
  •  Share query logic between segments.
  •  See how many users match a particular chunk of query logic.

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Conditions

Conditions are the logical building blocks of a segment. Segments are composed of one or more conditions. Each condition describes a particular activity and/or set of attributes, which a user must match in order to be included in the segment. The type of search you can run for an attribute is determined by the attribute type. For more information about operators supported for filtering, see Conditional operators for various data types.

When a condition is added to a segment, it has to belong to a logical grouping. There are three possible groups - ALL, ANY, and NONE.

segmentation_conditions.png

Segment filters

Blueshift has an array of filters that you can use to create segments that target the right users based on specific features and attributes. For more information, see Segment filter categories.

Nested Grouping

Use the advanced segmentation editor to create more complex grouping logic with arbitrary depth and breadth. With advanced segments, you can create AND, OR, and NOT groupings on the fly and nest groupings within groupings.

You can think of AND, NOT and OR groups as Venn diagrams of logic that match sets of users. In the following example, circles A, B, and C represent some unit of segmentation logic, like a user attribute match, event match, messaging history match, another group, and so on.

segmentation_nesting.png

Consider the following points when you create your complex segments:

  • The number of matching users inside an AND group decreases as you add logic because the search criteria of who to include gets increasingly specific.
  • The number of matching users inside an OR group increases as you add logic because the search criteria of who to include gets increasingly broad.
  • The number of matching users inside a NOT group decreases as you add logic because the search criteria of who to exclude gets increasingly broad.
  • Groupings are completely isolated from each other. This means that a given grouping always returns the same set of matching users, regardless of its parent groups.

For more information about using nested grouping to create a segment, see this example of Advanced nested grouping to search for specific customers.

Create an advanced segment

To create an advanced segment, complete the following steps:

  1. Go to the Segmentation index page and click +SEGMENT.

    adv_create_notrans.png

  2. Select Advanced Segment as the Type of Segment.
  3. If available, select the Users option to segment on.
  4. Add a segment Name.
  5. Click Create Segment.
  6. Configure the required logic.
  7. You can also include a reference segment or a transaction mixin segment.
  8. Save the segment.

Segment count for an advanced segment

The segment membership count shows the number of matching users. The segment count displayed might not be the latest count. Click Refresh user counts to get the latest segment membership count.

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Matching users for logical grouping

From the summary pane you can scan for matching users in any chunk of logic. By scanning individual chunks you can make sense of the numbers from the bottom up. 

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Additional Information

 

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