It is time to dive into Dynamic Segments. If you are still confused about what exactly Dynamic Segments are, you might want to read this article first. Otherwise, let's get right into it.
To create a Dynamic Segment, go to Audience > Segments > Create New > Dynamic.
Type your Segment’s name where it says Type Name Here on the top left side of the screen. This is the name you will use to reference your Segment everywhere in the system.
Rules are the foundation of all Dynamic Segments. They determine who is in and who is out of a Segment. Below are the three variables that make up each rule:
The Attribute: Identifies the field you are looking to filter by. Examples: Job Title, Location, Start Date, Reporting Manager, Email Address, etc.
The Operator: Defines how you want to search across the selected attribute. We used natural language operators to make this step as straightforward as possible. Examples: Is, Is Not, Is Blank, On or before, Contains, Ends With, etc.
The Value: Defines what criteria you want to use to define your rule. Examples: A state, job title, number, etc.
You will use the Inclusion List to denote which groups of Subscribers are INCLUDED in your Dynamic Segment.
You will use the Exclusion List to denote which groups of Subscribers are EXCLUDED from your Dynamic Segment.
Note: An Exclusion List can only be created once there is at least one rule set under the Inclusion List.
To see an example of how Inclusion and Exclusion lists are created, check out this article.
If you want to make your rule set more granular, you can add another rule to your Inclusion or Exclusion List. You also have the ability to create more rule sets under either list inside the Segment.
To learn more about the difference between rules and rule sets, check out this article.
How to add rules and rule sets:
To add another RULE, click “New Rule” at the bottom of the container (in either list).
To add a new RULE SET, click “New Rule Set” underneath the container (in either list).
After clicking “New Rule” or “New Rule Set,” you can select either AND or OR.
And: This means that BOTH rules must be true for the Subscriber to be included/excluded in the Segment.
Or: This means that EITHER rule can be true for the Subscriber to be included/excluded in the Segment.
Now that we have finished creating the rules for your new Dynamic Segment, it is time to preview the results. You can do that by clicking the Sync Preview button, which is located directly beneath the rule set.
The Broadcast system will return everyone that meets the criteria defined in the rule set. This may take a few seconds to load, but once it has loaded the Subscribers who meet the criteria will be listed on the right side of the page.
Once you check and make sure everything looks good in the preview, you are ready to create your Segment. To do this, click the blue Create Segment button located to the right of your Segment's name. Here you will get a pop-up modal showing the following items:
Segment Name: The name entered for the Segment. This can be edited in the top left corner of the Segment editor page.
Segment Size: The current number of Subscribers included in the Segment, based on the rules and rule sets.
Segment Type: The type of Segment. Since you are creating a Dynamic Segment, this field will say Dynamic.
Description: This can be edited and should be used to describe the intended purpose of the Segment.
If everything looks correct in the pop-up modal, click Create Segment. You will then be taken back to the Segments section of Audience Manager, where you will be able to see your newly created Segment in the table.
You may notice a spinner to the left of your Segment’s name. This indicates that Broadcast is still working to finalize the Segment. It should only take a few minutes to sync everything and make the Segment available for use everywhere else in the system.
If you would like to see an example of Dynamic Segments being used, check out this article.
If you have any questions at all, don't hesitate to reach out to us at
email@example.com or use the chat bot in the bottom right-hand corner of any Cerkl page for a quick answer.