Segmentation rules are present across the Symend Platform. These rules help you determine which customer attributes will define one of your customer groups (also known as ‘segments’ within the platform). When your customers take a specific action, it’s bound by the segmentation rules.

Table of Contents

What is a Segment?

Segment

A segment is a group of the customers. When you define a playbook and/or campaign, you select a segment as an entry criteria.

A segment consists of two parts:

• A definition or design time element containing a set of rules combined using AND/OR clauses

• A runtime element where a group of customers are allocated to a segment point-in-time

Definition of a segment containing a group of rules combined using AND/OR clauses

Rule

An atomic entity of a segment. A rule contains

• Attribute to be evaluated (imagine subject in a sentence)

• An operator used for evaluation (imagine verb in a sentence)

• A value used for comparison during evaluation (imagine object in a sentence)

Attribute

Part of a rule. Generally, a customer attribute on which a rule is defined and evaluated.

e.g. email, balance, and account

Any attribute of a customer or account will be available for rule creation.

Operator

Part of a rule. An expression that binds an attribute to a value

e.g. is equal to, greater than, and less than

Value

Part of a rule. A static value used for comparison.

The following is an example of the segment definition:

Open

Segment Modes and Operations

When you are defining a segment please note that following modes that apply to a segment

Draft

When you create a segment either from the scratch or by duplicating, by default, the segment will be in a draft mode.

Save or discard

Any changes to a draft can be saved or discarded

Publish

A draft segment will change to Publish mode, when you click on the Publish button.

Editing a published segment will create a draft copy. The re-published copy will override the previously published copy.

Archive

You can archive a segment. An archived segment will show in the listing view. You can clone or duplicate an archived segment.

Delete

Deleting a segment will permanently delete the segment and its content. You will not be able to see or restore a deleted segment