Creating Segments

Segments aggregate Individuals based on common properties and behavior. For example, you can create a Segment that contains users who are interested in a given topic, work in a specific industry, or both. Analytics Cloud then analyzes and profiles Segments. You can then integrate your Analytics Cloud Segments with personalization in Liferay DXP. This lets you deliver content of interest to each Segment via Liferay DXP.

Here, you'll learn how to create segments in Analytics Cloud. In Analytics Cloud's navigation panel, Segments is at the top of the People section because it's where you'll spend most of your time gaining customer insights.

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There are two types of Segments:

Dynamic Segments: Individuals aggregated automatically based on criteria that you specify. Criteria can be based on Individuals' properties and interaction with your Liferay DXP Site pages and assets. For example, you can use an industry property as criteria. Analytics on industry Segments show which industries engage with you the most, and what content they're interested in.

Static Segments: Individuals aggregated manually. Static Segments are therefore comprised of hand-selected individuals.

Creating Dynamic Segments

Follow these steps to create a Dynamic Segment:

  1. Click Segments in the navigation panel. A table with existing Segments appears.

  2. Click Create SegmentDynamic Segment. The Create Individuals Segment screen appears for creating a Dynamic Segment.

  3. Click the Edit icon next to Unnamed Segment, and give your segment a name.

  4. To create your Segment's criteria, drag and drop them from the panel on the right to the canvas on the center of the screen. The selector menu at the top of the panel lets you select from these criteria types:

    Individual Properties: Properties that belong to a person (e.g., age, country, industry, etc.).

    Account Properties: Properties that belong to a Salesforce Account (e.g., account name, industry, website, etc.).

    Interests: Topics and content types that interest the person. For more information on interests in Analytics Cloud, see Customer Insights.

    Session Properties: Properties that belong to a person's web session (e.g., browser, geolocation, etc.).

    Web Behaviors: Actions taken by a person (e.g., submitted a form, viewed a blog, etc.).

    For further instructions, see Creating Criteria.

  5. Anonymous users are excluded from Segments by default. To include them, enable the Include Anonymous toggle. Note, however, that criteria with individual and/or account properties will exclude anonymous users regardless of your setting here. Such properties only apply to known users.

    Creating_Segments_2.png

  6. Click Save Segment when you're finished.

Creating Criteria

The criteria creation canvas is very flexible. Once added to the canvas, you can move, delete, or duplicate any criterion:

To move: Click and drag the criterion using the vertical dots (Creating_Segments_3.png) on its left.

To delete: Click the criterion's trash icon (Creating_Segments_4.png). Alternatively, you can click the criterion's Actions icon (Creating_Segments_5.png) and select Delete.

To duplicate: Click the criterion's Actions icon (Creating_Segments_5.png) and select Duplicate.

Each criterion that you add contains fields that let you customize it to your needs. The first field is typically a selector menu in which you specify a condition for any remaining fields. The condition's values depend on the data type for the remaining fields. Here are some common condition values:

  • Contains (text)
  • Equals
  • Greater than (number)
  • Is known
  • Less than (number)
  • Does not contain (text)
  • Does not equal
  • Is not known
  • Greater than or equals (number)
  • Less than or equals (number)
  • Is
  • Is not
  • Is before (date)
  • Is after (date)
  • Has (behavior)
  • Has not (behavior)

For example, the birthDate criterion's first field is a selector menu that contains the options is before, is, and is after. The second field is a date field. You can therefore, for example, specify a criterion in which only Individuals with a birthday after 31 December 1980 are part of the Segment.

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You can also control the way adjacent criteria interact with each other. For example, if you place criteria next to each other, a small box appears between them with the text AND. This means that the two criteria are joined by a logical And. Clicking the box changes it to OR, which represents a logical Or. Selecting And narrows the Segment's selection of Individuals; Or broadens it.

For example, joining two birthDate criteria with the following conditions creates a Segment targeting the Millennial generation (born 1981 - 1996):

  • Is after 31 December 1980
  • AND
  • Is before 01 January 1997

You can also form subgroups of criteria by dragging and dropping criteria onto each other. An AND/OR box then appears between the subgroup and any adjacent criteria. Together, these tools let you build complex criteria for your Segment.

Creating_Segments_7.png

Creating Static Segments

Follow these steps to create a Dynamic Segment:

  1. Click Segments in the navigation panel. A table with existing Segments appears.

  2. Click Create SegmentStatic Segment. The Create Individuals Segment screen appears for creating a Static Segment.

  3. Name the Segment.

  4. Click Add Members to bring up the Add Members screen, which contains a searchable list of all Individuals.

  5. Select the Individuals to add to the Segment, then click Add.

  6. To change or undo your selections, click the View Added Members link and click Undo for each Individual you want to remove. Alternatively, select each Individual and click the Undo Changes button that appears. To remove all Individuals, click Undo All.

  7. Click Create when you're finished.

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