Dynamic segments

Description

Dynamic segments are set of rules, that will be used for selection in the moment of using the segment — like campaign launch. Thus, only actual information will be selected. To create dynamic segment, press + Create button in the segments list and select Dynamic type:

General settings

In this block, set new segment name and description, and, if necessary, set access group and tags for additional grouping.

Segment statistics

In Statistics block you can see general amount of segment profiles, and amount of profiles added in a week. To update statistics, press the button at the top part of the tile:

Segmentation query

Segmentation query is a set of conditions, that will be used for subscribers selection. This query may contain information from one or several databases. If you use custom fields for segmentation, these fields will be available for every database.

Databases and rules

Press Add Database button to start configuring selection, or to add another profiles source into the segment. Also, you can import and selection rules from the other segment:

tip

If you import conditions from another segment, only the conditions inside the elements will be imported. The top-level condition is not imported.

Select profiles base in the Database drop-down menu. For each database, you can set the Limitation, which can be fixed number or range. The query may contain rules or rules group, that have general conditions:

• "AND" condition — subscribers, that fit all rules and rules groups, will be selected.
• "OR" condition — subscribers, that fit at least on rule or rules group, will be selected.

To add rule or rules group, press appropriate button. To remove rule or rules group, press cross button in the right part of the tile.

Rules group

Each rules group may contain several conditions, that can be counted by "AND" or "OR" operators. The rules group below selects subscribers, whose mail domain is Yahoo or GMail:

Script

You can create segmentation query manually, using built-in JSON editor. To do this, press Script button:

Segment limitation

• Range defines the portion of the database to which segmentation conditions will be applied. By default, the range is set to 100%, meaning that if there are 1000 profiles in the database, segmentation conditions will be applied to all profiles in the database. For example, if you set the range from 10% to 50%, the conditions will be applied to approximately 400 profiles, evenly selected from the entire database.

• Total limit is the maximum number of profiles that can be included in the segment. For example, if 1000 profiles meet the segmentation conditions and the limit is set to 400, the segment will include the first 400 profiles from the selection. By default, limit is not set (zero value).

caution

Limitations set using the Range apply to the entire database. Limitations set using the Total limit apply to the result of the segment selection.