Here we will explain the difference between rules and rule sets, which you will use when creating a Dynamic Segment.

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, clickNew Rule Set” (located underneath the box that contains your current rule set).

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, clickNew Rule” in the same box as your current Inclusion or Exclusion rule.

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 no Subscribers in the table fit all of the rules listed.

To learn more about Creating Dynamic Segments, 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.com page for a quick answer.

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