Creating or updating Segments
You create Segments by defining filters. You can use Outbound E-mail fields, Contact details, and Keywords as filters. You create Segments in Folders in the Audience Manager node.
Before you begin
To create or update a Segment, you need Segmentation Management rights and Write permissions for the parent Folder.
Procedure
- Open the Content Manager Explorer.
- Navigate to the Publication > Audience Manager node.
- Select a Folder and click the New Segment icon in the toolbar, or to modify a Segment, select the Segment and choose Open from the context menu.
- In the General tab:
- Enter a Name and Description.
- In the Based on drop-down list you can select a Segment to base your Segment on, in which case filters defined in the parent Segment are included with the filters defined in the child Segment.
Note: Segments based on other Segments allow you create generic Segments and progressively more specific Segments. For information on how you create a chain of filters to narrow down an audience you are targeting, refer to Contact filtering. - In the Outbound E-mail tab, enter:
- E-mail address—fill in all or part (the first characters) of an e-mail address.
- E-mail type—specify the Contact’s preferred e-mail format. Select either HTML, Text, or Multi-part.
- Subscription status—indicates the status of a Contact's subscription:
- Opted-in—the Contact registered as a subscriber and confirmed the registration.
- Subscribed—the Contact registered as a subscriber, but did not yet confirm the registration.
- Unsubscribed—the Contact would not like to receive e-mail.
- E-mail error status—indicates whether problems have been encountered sending e-mails to the Contact:
- No problems—e-mails sent to this Contact should arrive without incident.
- Temporary problems—e-mails sent to this Contact have encountered temporary problems, for example, the Contact’s e-mail Inbox was full.
- Persistent problems—e-mails sent to this Contact have encountered permanent problems, for example the e-mail address of the Contact does not exist.
- Active—Yes or No indicating Contacts who can or cannot receive e-mails.
- In the Details tab, you can specify Contact extended details to filter on filter operators.
Note: Extended details are configurable and implementation specific.
- In the Categories and Keywords tab, you can specify Keyword criteria to filter Contacts on their assigned Keywords:
- Click Add.
- Browse to and select a Keyword.
- Click Insert.
- Repeat the procedure to add more Keywords.
- Click Close when you have finished adding Keywords.
- To remove a Keyword, select it click the Remove button.
Note: The list of Keywords displayed does not reflect Keyword hierarchy (the Keywords are displayed in a flat list). You can use multiple Keywords, from several Categories and in different Publications. A Contact can also have multiple Keywords from the same Category, for example, if a Contact is both a Business Contact and a Consumer Contact, both Keywords apply.Note: If a Category and Keyword in the list are both marked ***DELETED***, the Keyword has been deleted.
- Click Save and Close.