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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

  1. Open the Content Manager Explorer.
  2. In the Publication in which you want to create or update Segments, select Audience Manager.
  3. 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.
  4. 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.
  5. 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.
    • ActiveYes or No indicating Contacts who can or cannot receive e-mails.
  6. In the Details tab, you can specify Contact extended details to filter on filter operators.
  7. In the Categories and Keywords tab, you can specify Keyword criteria to filter Contacts on their assigned Keywords:
    1. Click Add.
    2. Browse to and select a Keyword.
    3. Click Insert.
    4. Repeat the procedure to add more Keywords.
    5. Click Close when you have finished adding Keywords.
    6. To remove a Keyword, select it click the Remove button.
  8. Click Save and Close.

Results

You have created a Segment based on the specified filter criteria.