Now that you created a segment, you can take things to the next level and use a Custom Field to define segment criteria.
Creating a Custom Field
First, create a custom field to use for the Segment:
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In the Control Panel go to Configuration → Custom Fields.
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Click on User.
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Click the Add button (
) button in the top right.
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On the next page, click on Dropdown.
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For the Field Name enter Cardholder Type.
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For values, enter None, Basic, Gold, and Platinum on four separate lines.
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Click Save.
Now any time user is created, they are prompted to enter the Cardholder Type, and existing users can select it from their user profiles.
Figure 1: You can easily create custom fields to capture whatever kind of data you need.
For more information on adding Custom Fields, see Adding Custom Fields.
Defining a Segment with a Custom Field
Next, use a custom field to define another segment.
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From Segments Administration, click the Add button (
).
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Click in the text area at the top of the page, enter the name Premium Card Prospects.
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For User Properties select Cardholder Type.
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Click on the operator field and set it to equals.
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Select Basic from the select box.
Figure 2: The custom field you created is seamlessly integrated into segment creation.
- Click Save to save your Segment.
As you can see, segment criteria can be easily defined using Liferay DXP’s built-in criteria or your own custom fields. Now, you’ll use session data to make this Segment definition even more robust.
Extending a Segment With Session Data
So far, you’ve used criteria derived from user profiles to determine if they should be members of a segment; now it’s time to use session data to make your criteria more effective.
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Click the Actions button (
) next to the Premium Card Prospects segment and select Edit.
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Click the Session dropdown from the Properties menu.
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Set the comparator for Session Properties to Or.
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Drag Cookies into the Session Properties section.
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Change the selection box to contains.
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Enter Cards in the Key text box.
Now any user who has a cookie from visiting the Cards page is evaluated as part of the Premium Card Prospects segment.