Segments are rules that define groups. For example, you can define a rule for a Social Media user group.
Use Segments to define Experiences (Experiences > What Tab) and Recommendations Rules in Hubs (Hubs > Recommendation Rules). Segments are used in variations for ABM Pages (ABM > Pages > Variations > Add New Variation)
Adding a Segment consists of:
- Naming a Segment.
- Defining at least one rule.
- Defining a Filter (a set of rules) is optional.
To add a Segment:
- From the Left Nav Menu, click Segments.
- On the Segments page, click Add to add a new segment.
- On the Add Segment page, enter the Segment’s Name.
- Enter the Segment Description. (Max Character count is 255)
- Select the audience (using Page URL, Page URL Path, Traffic Source), location (using IP Address, Country), and device type. To find out more about rules, visit More About Rules.
Page URL: URL of the page where the Experience triggers
Page URL Path: Part of the page URL.
Referrer URL: Reference URLs are the URLs that refer the user to the webpage.
IP Address: IP address of the device accessing the webpage.
Traffic Source: Search engine or website.
Last Exit-Intent Popup Time: After the exit-intent pop-up is shown once to the user:
To show the exit-intent pop up again. Alternatively, not show it for an interval configured using this option.
Country: The country of the user.
Important: If Data Providers such as Bombora, 6sense, are configured for your firm, you can create rules based on data as well. - Use the following comparison criteria to define a rule.
- Enter the value for the rule in the text box.
- To add another rule, click Add Rule and repeat steps 5 to 7.
- Click Match ANY Rule to configure what rules should be matched.
Match Any: The Experience is launched when at least one rule matches the user’s state.Match All: The Experience is launched when all rules match the user’s state.
Match Advanced: The Experience is launched when the combination of rules matches the user’s state.
Note: To know more about rules, define rules, and match the rules, refer to the topic, More About Rules. - Click on the icon to drag and drop the rule in the position required to sort the order of the defined rules.
- Click Save to save the Segment.
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