Creating or updating Segments
You create Segments by defining filters. You can use Contact 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.
- In the Publication in which you want to create or update Segments, select Audience Manager.
- Select a Folder and from the Ribbon toolbar Create tab, select New Segment. Alternatively, to modify a Segment, select the Segment and from the Ribbon toolbar Home tab, select Open.
- 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.