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Segmentation

Description

The
Segmentation
activity lets you create one or several segments from a population calculated by activities placed earlier in the workflow. At the end of the activity, they can be processed in one single transition or different transitions.
By default, a member of the inbound population can only belong to one single segment. The filters are applied according to the order of the segments in the activity.

Context of use

The
Segmentation
activity is generally placed after targeting activities (query, intersection, union, exclusion, etc.) in order to define the standard population based on which the segments are formed.

Configuration

  1. Drag and drop a
    Segmentation
    activity into your workflow.
  2. Select the activity, then open it using the button from the quick actions that appear.
  3. Select the
    Resource type
    on which the segmentation has to be carried out:
    • Database resource
      if the segmentation is carried out on data that already exists in the database. Select the
      Filtering dimension
      depending on the data that you want to segment. By default, segmentation is carried out on the
      profiles
      .
    • Temporary resource
      if the segmentation is carried out on the workflow's temporary data: select the
      Targeted set
      containing the data to segment. This use case can be encountered after importing a file or if the data in the database was enriched.
  4. Select the outbound transition type that you would like to use:
    • Generate one transition per segment
      : one outbound transition is added for each configured segment at the end of the activity.
    • Generate all segments in one transition
      : all configured segments are regrouped into one single outbound transition. Specify the transition label. The members of each segment keep the segment code that has been assigned to them.
  5. Add a segment by using the or
    Add an element
    button and specify the standard properties:
    • Do not activate the transition if the population is empty
      : the segment will only be enabled if data is retrieved.
    • Filter initial population (query)
      : lets you filter this segment's population.
    • Limit segment population
      : lets you limit the segment size.
    • Filter and limit segment population
      : lets you filter the segment population and limit its size.
    • Label
      : segment label.
    • Segment code
      : code assigned to the segment population.The segment code can be personalized using a standard expression and events variables (see Customizing activities with events variables ).
    • Exclude segment from population
      : lets you exclude the specified segment from the outbound population of the activity. This option can only be used if the
      Generate all segments in the same transition
      option is selected.
  6. Open the detail view of the segment to access the latter's configuration options. To do this, check the relevant box in the activity's segment list, then select .
  7. If the option to filter the initial population is checked, open the
    Filter
    tab and specify your segment's population. The filters are based on the filtering dimension selected in step 4. Consult the Query editing section for further information on population filtering.
    If the segmentation is carried out on a temporary resource, the count and preview of the population are not available in this tab.
  8. If the option to limit the segment size is checked, open the
    Limitation
    tab.
    First, select the
    Type of limit
    that you would like to use:
    • Random sampling
      : the segment population is selected randomly taking into account the configuration of the
      Filter
      tab, if necessary.
    • Ordered sampling
      : the segment population is selected in an ordered way. You must consequently specify the columns to be taken into account and the type of sorting to be applied. For example, if you select the
      Age
      field as the sort column while applying a
      Descending sort
      and setting a limit of 100, only the profiles of the top 100 oldest people will be kept.
    Now specify the size
    Limit
    of the segment:
    • Size (as a % of the initial population)
      : specify the segment size by using a percentage of the activity's initial population.
    • Maximum size
      : specify a maximum number of members for the segment population.
    • By data grouping
      : you can limit the segment population according to the values of a specific field of the inbound population. Select the field for grouping, then specify the values to be used.
    • By data grouping (as a %)
      : you can limit the segment population according to the values of a specific inbound population field by using a percentage. Select the field to apply the grouping, then specify the values to be used.
      Different limitations for each value can be used. For example, you can specify a grouping for the
      Gender
      field and limit the population with
      Male
      members to 10 and the population with
      Female
      members to 30 people. If you use several data grouping fields, all the groupings have to have the same size.
  9. Confirm the configuration of your segment.
  10. Add as many segments as necessary by repeating steps 6 to 10 of this procedure.
  11. If necessary, edit the parameters in the
    Advanced options
    tab:
    • Check the
      Enable overlapping of outbound populations
      option if you want a member of the inbound population to belong to several segments at the same time. The activity's outbound population may exceed the inbound population.
    • Check the
      Concatenate the code of each segment
      option if the inbound population has already been assigned a segment code that you want to keep. The segment code specified in the activity will be added to the initial segment code.
    • Check the
      Generate complement
      option if you would like to exploit the remaining population.
  12. Confirm the configuration of your activity and save your workflow.

Example

The following example shows a segmentation of database profiles according to their age group. The aim of the workflow is to send a specific email for each age group. Considering the fact that this workflow is part of a test campaign, each segment can only contain a maximum of 100 profiles that are selected randomly in order to use audiences that are limited and representative at the same time.
The workflow is made up of the following elements:
  • A
    Scheduler
    activity to specify the workflow's execution date. Refer to the Scheduler section.
  • A
    Query
    activity to target profiles of people whose birthday and email address have been entered. Refer to the Query section.
  • A
    Segmentation
    activity to create 3 segments divided into different outbound transitions: 18-25-year old, 26-32-year old and profiles that are over 32 years old. The segments are defined according to the following parameters:
    • A filter on the age to define the segment's age group
    • A
      Random sampling
      type limit that is linked to a
      Maximum size
      limit of 100
  • An
    Email delivery
    activity per segment. Refer to the Email delivery section.