Here we will explain the difference between rules and rule sets, which you will use when creating a Dynamic Segment.
Rule Sets
Rule sets are the first thing you create inside of a Dynamic Segment. Rules make up rule sets, and each rule set is used to pull groups of Subscribers that meet the rule-based criteria into the Segment. To create a new rule set, click “New Rule Set” (located underneath the box that contains your current rule set).
Rules
Adding a rule makes a rule set more granular. These are the rules that Subscribers will need to fall under in order to be included in the Segment. To create a rule, click “New Rule” in the same box as your current Inclusion or Exclusion rule.
Example
To help explain the difference between rules and rule sets, I will use the table below.
Data:
Name | Direct Reporting Manager | Job Title | Remote Status | Hire Date | Work Location |
Maria | Maddy | Customer Success Specialist | Yes/Full-Time | 4/19/2021 | Boulder, Colorado |
Hunter | Maddy | Customer Success Specialist | No | 1/1/2021 | Cincinnati, Ohio |
Tanner | Maddy | Account Manager | No | 8/17/2019 | Cleveland, Ohio |
Robbie | Maddy | Implementation Manager | No | 4/25/2016 | Blue Ash, Ohio |
Maddy | Tarek | Customer Success Director | Yes/Full-Time | 7/2/2018 | Louisville, Kentucky |
Emma | Rachel | Lead Advertiser | Yes/Full-Time | 3/6/2018 | Columbus, Ohio |
Gina | Rachel | Branding Specialist | Yes/Full-Time | 12/9/2019 | Houston, Texas |
Making the Segment:
If I wanted to make a Dynamic Segment that includes either of the following:
Those who Directly Report to Maddy, have a job title containing “Customer Success,” AND are not working remotely.
OR
Those who report to Rachel, were hired on or before the new year (2021), AND have a location that contains “Ohio.”
Your Dynamic Segment would look like the image below.
In this image, the rules and rule sets are as followed:
TWO rule sets (boxed in red in the image above):
First rule set (contains 3 rules):
"Direct Reporting manager is Maddy"
"Job Title contains Customer Success"
"Remote Status is not yes/full-time"
Second rule set (contains 3 rules):
"Reporting Manager is Rachel"
"Hire date on or before 1/1/2021"
"Location contains Ohio"
Results:
Name | Direct Reporting Manager | Job Title | Remote Status | Hire Date | Work Location |
Hunter | Maddy | Customer Success Specialist | No | 1/1/2021 | Cincinnati, Ohio |
Emma | Rachel | Lead Advertiser | Yes/Full-Time | 3/6/2018 | Columbus, Ohio |
The first rule set would sync Hunter, while the second rule set would sync Emma. Since we selected the conjoining operator “or,” this Segment would sync both Hunter and Emma.
If these rules were put into one rule set instead of two separate rule sets, there would be no one included in the segment. This is because 0 Subscribers in the table fit all of the rules listed.
To learn more, please review: Creating a Dynamic Segment.
If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.