Here we are going to explain the process of creating a Dynamic Segment using the example “In-person Project Managers” with the data table below.

Name

Job Title

State

Remote

Maria

Customer Support

Colorado

Yes/Full-time

Danielle

Project Manager

Indiana

Yes/Full-time

Hunter

Account Manager

Ohio

No

Maddy

Project Manager

Ohio

No

Alex

Project Manager

Ohio

Yes/Full-time

Go to Audience > Segments > Create New > Dynamic.

We'll go ahead and name ours “In-Person Project Managers.”

For this example, we are going to use the Inclusion and Exclusion List. Below is the Attribute, Operator, and Value used for both lists.

Inclusion List:

  • Attribute: Job Title

  • Operator: Is

  • Value: Project Manager

Once entered, this will read “Job Title Is Project Manager.” This means every Subscriber who has the job title “Project Manager” will be included in this Segment. Using our data table, Danielle, Maddy, and Alex would all be included in this list.

Exclusion List:

  • Attribute: Remote Status

  • Operator: Is

  • Value: Yes/Full-Time

Once entered, this will read “Remote Status Is Yes/Full-Time.” This means every Subscriber who works remotely full-time will be excluded from this Segment. Using our data table, Maria, Danielle, and Alex would all be excluded from this list.

Inclusion + Exclusion List:

Given that the Inclusion and Exclusion List are stating separate rules inside the same Segment, the results will be combined to determine which Subscribers fit BOTH lists.

In this example, the only Subscriber that is both a Project Manager AND not working remotely is Maddy. If this Segment was created, Maddy would be the only Subscriber included in the new Segment.

If you want to add another rule to the rule set inside either the Inclusion List or Exclusion List, to narrow the search results even more, you can add a conjoining operator and then add the rule inside your rule set. Both of the conjoining operators are explained below:

  • 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.

For this example, I am going to focus only on the Inclusion List.

Example using AND - Based on the image above...

  • If I wanted to sync all the Subscribers who are Project Managers AND also work in Ohio, I would use the following rules/conjoining operator:

    • “Job Title Is Project Manager”

      AND

    • “Location Is Ohio”

  • These rules would result in two Subscribers:

    • Maddy

    • Alex

Example using OR - Based on the image above...

  • If I wanted to sync all the Subscribers who are Project Managers OR all the Subscribers who work in Ohio, I would use the following rules/conjoining operator:

    • “Job Title Is Project Manager”

      OR

    • “Location Is Ohio”

  • These rules would result in four Subscribers:

    • Danielle

    • Maddy

    • Alex

    • Hunter

Once the rule sets are complete, I would click Sync Preview to view the Subscribers who fit all the created rule sets. If I liked the list of names that were returned, I would create the new Segment. To do this, I would click Create Segment, located to the right of the Segment’s name (“In-Person Project Managers”).

If you want to see more in-depth steps for creating a Dynamic Segment, check out this article.

If you have any questions at all, don't hesitate to reach out to us at

support@cerkl.com or use the chat bot in the bottom right-hand corner of any Cerkl page for a quick answer.

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