Just the fact that you made it to this article, about Dynamic Segments, says to me that you are thinking critically about your work. So first of all, kudos to you.
If you are still confused on what exactly a Dynamic Segment is, you might want to read this article first.
Otherwise let's get right into it. For this example, we will be creating a segment to communicate with all of the Sales Representatives located in Scranton, PA.
Where do I start?
First of all you'll want to navigate to the Segment Creator using the following path: Audience > Segments > Create New > Dynamic.
Step 1: Name your Segment
Adding a name to your segment is important because this is how you will reference it everywhere else in the system. You can add your name to the input on the left side of the action bar (as shown below). We'll go ahead and name ours Scranton Sales Reps.
Step 2: Add a Rule
Rules are the foundation of all Dynamic Segments. They determine who is in and who is out of the segment.
Each rule is made up of three parts:
- The Attribute
- The Operator
- The Value
The Attribute is identifying component to the rule. Some examples include Job Title, Location, Start Date, Reporting Manager, Email Address and the list goes on.
So for the Scranton Sales Reps segment, the first rule attribute is going to be Job Title.
Next, the Operator defines how you want to search across the selected attribute. We used natural language operators to make this step as straight-forward as possible. They include: is, is not, contains, starts with etc.
For our example we want to use is because we are searching for everyone who's job title is Sales Representative.
Lastly, the Value defines what criteria you want to use to define your rule. In our example we are looking for all Sales Representatives, so we would type in Sales Representative (assuming that is the exact job title in your organization).
Now our first rule reads, "Job Title is Sales Representative". This will return all audience members who meets that criteria. But we are not done yet. We have to add another rule to narrow the search even more. Because we only want Sales Representatives that are also located in Scranton, Pennsylvania.
Step 3: Add a Conjoining Operator
To add another rule below the first line, simply click New Rule in the bottom of the container. A dropdown will appear with the option to select AND or OR.
AND means that both rules must be true for the audience member to be included in the segment.
OR means that either rule can be true for an audience member to be included in the segment.
We want to use AND because in order to return the correct audience, each member has to be a Sales Rep AND work in Scranton.
Step 4: Finish your Rule Set
Now you can create your second rule using the same steps as before to output the the rule statement, "Location is Scranton, PA".
Step 5: Sync Preview
Now that we have both rules necessary to create our Dynamic Segment it is time to preview the results. You can do that by simply clicking the Sync Preview button, located directly beneath the rule set.
Give it a second to load your results... and boom! The Broadcast system returned everyone that meets the criteria defined in the rule set. The results will be displayed in the right side panel. You should check to make sure that everything looks great and then you are ready save.
Step 6: Create Segment
In the top left of the screen there is a purple Create Segment button. Go ahead and click on that to activate a confirmation modal. Here you will get a quick check on the following items:
- Segment Name
- Segment Size
- Segment Type
- Description – this is editable and should be used to describe the intended purpose of the segment.
If everything looks ship shape then go ahead and click Create Segment. You will 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 that it is has a spinner prepended to the 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 have any questions at all, don't hesitate to reach out to us at firstname.lastname@example.org! Or use the help bot in the bottom right-hand corner of any Cerkl page for a quick answer.