Add new segment

  • Updated

To add a new segment, which means a group of people used in automations, click the + symbol on the Segments tab.   

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Give the new segment a name. 

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Search criteria

Here you can add search criteria for the segment.  

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1 Here you can edit the segment's name you previously gave. 
2 Choose the channels from which you want the segment to gather data. The channels you have in use will automatically be displayed here. 
3 Limit the segment. You can limit another segment's members, a date, days of the week or contacts outside the segment. 
4

Contacts to the segment are searched based on the criteria you set here. First, choose an event from the Selected event dropdown menu. The properties related to this to this event will be visible in the dropdown menu below. Choose the properties for which you want to create an event criterion. Set the condition and value.

Example 1
You want to create a segment that consists of people with "Helsinki" in their address field. 

  • Selected event: Subscriber information
  • Property: Address
  • Condition: Contains
  • Value: Helsinki

Save the changes you have made.

Example 2
You want to create a segment that consists of people that have clicked a link in a message within or outside a certain timeframe.

  • Selected event: Mail link was clicked
  • Property: Mail link click date
  • Condition: Click the Choose button and select Range from the menu. After this, choose one of the following alternatives:
    • Within - History (a time in the past within the range that is selected in the next stage)
    • Without - History (a time in the past outside the range that is selected in the next stage)
    • Within - Future (a time in the future within the range that is selected in the next stage)
    • Without - Future (a time in the future outside the range that is selected in the next stage)

After this, define the range for your selection and save changes.

Read more about event criteria in the section Adding multiple event criteria.

5 Save the changes in the segment.
6 Here you can see the number of contacts and events in the segment.
7

From the top menu, you can also open Export Fields, Export Contact, Contacts and Statistics tabs.

  • You can select the property fields that are exported to LianaMailer on the Export Fields tab.
  • A group of contacts within a segment, limited with certain criteria, can be exported to LianaMailer to a new or existing mailing list on the Export contacts tab.
  • On the Contacts tab, you can download a list of the people who can be found in the segment with certain criteria.
  • On the Statistics tab, you can see statistics about segments. You can also create new charts. 

 

Adding multiple event criteria

Criteria related to multiple events can be added to segment criteria. Therefore, you can view and combine data coming from different channels and events when creating a segment. As a rule of thumb, all criteria concerning one specific event are added to the same event criteria (block) and therefore they are always AND format. If you want OR criteria inside one block, the variables should be in a list format so they could be added inside one criterion.

In the image below, the system checks whether the contact's company works in education and is the company in Finland. The contact can't be a former customer. Also, the contact must have clicked a newsletter link within 30 days.

segment_criteria.png

Please note that the fewer event criteria blocks there are the faster the LianaAutomation tool database search works. This also improves service performance in processing events.

Combining different blocks is done according to the Boole logic in the following order:

1) First all the AND NOT event criteria are combined starting from the topmost block with a AND NOT criterion underneath.

2) After that all the AND criteria blocks are combined.

3) Lastly, all the OR criteria blocks are combined.

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