It is important to adopt best practices when creating your Dynamic Segment. Understanding how to set up your Dynamic Segment in the correct format will lead to accurate syncs and help target the group you’re expecting.

Dynamic Segment

Dynamic Segments give you the ability to create rules that define a group of Subscribers that you want to communicate with based on their unique attributes.


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 (located in the same box as your current Inclusion or Exclusion rule).


Conjoining Operator

The operator (and/or) in between rules or in between rule sets expresses how to combine the rules inside a rule set or how to combine the rule sets with other rule sets:

  • 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.


See Below for the Do’s and Don'ts of Setting Up Your Dynamic Segment:

The above image explains the following:

  • The first rule set shows: Location 3 is New York OR Location 3 is Albany.

    • This rule set will sync Subscribers that live in New York OR Albany.

  • The second rule set shows: Job Title is Sales OR Job Title is Marketing OR Job Title is Tech.

    • This rule set will sync Subscribers with any of those three jobs (sales, marketing, or tech).

  • The conjoining operator AND (located between the two rule sets): This will combine the first and second rule sets.

    • This will sync Subscribers that BOTH live in New York OR Albany AND have Job Title of Sales OR Marketing OR Tech.

    Pro Cerkl's Tip: Think of rule sets like parentheses in an equation with the conjoining operator in-between rule sets: (Location is New York OR Albany) AND (Job Title is Sales OR Marketing OR Tech).

The DO’s of Dynamic Segments:

  1. If you have more than one rule in a rule set, DO use the same conjoining operator (AND/OR) between the rule sets, as seen above in the visual.

    • For Example: By keeping the conjoining operators consistent within the rule set by using OR, this would ensure all the Subscribers with one of the 3 job titles are synced.

  2. To sync the right amount of people, DO put multiple rules in a rule set instead of separating into many smaller rule sets when applicable.

    • For Example: The jobs are listed in the same rule set, as seen above in the visual, instead of each job being listed in their own rule set.

  3. The conjoining operators between rules in a rule set should be all the same.

  4. Click Sync Preview (under your rule sets) to check the number of Subscribers that sync from your rules/rule sets (on the right side of your screen).

    • For Example: In this scenario, 506 Subscribers are synced since they align with the rules/rule sets you created.

The above image explains the following:

  • In the above image, the rules are all shown in separate rule sets with different conjoining operators between those rule sets, which may be syncing the incorrect Subscribers based on how our system is reading your conjoining operators.

    • The first rule set shows: Location 3 is Albany.

    • The second rule set shows: Job Title is Sales.

    • The third rule set shows: Job Title is Marketing.

    • The fourth rule set shows: Job Title is Tech.

  • Based on the different conjoining operators between rule sets, these rule sets will sync all the following Subscribers:

    • Those that live in Albany AND have a Job Title of Sales.

    • OR anyone with the Job Title of Marketing.

    • OR anyone with the Job Title of Tech.

The DO NOT’s of Dynamic Segments:

  • DO NOT have AND & OR in between separate rule sets.

    • Having different conjoining operators between rule sets may cause your data to sync incorrectly because our system could be combining the rule sets differently than you are expecting.

      • For Example: In this scenario, based on the attributes selected and the different conjoining operators between rule sets, more Subscribers fit these rule sets than intended. This causes 600 Subscribers to be synced into this Dynamic Segment (rather than the intended 506).

    Please Note: Singular rules can be in separate rule sets, but it needs to have the same conjoining operator between those rule sets.

    • Example: You can put each job title rule in a separate rule set, but you need to ensure you have the same conjoining operator between each rule set.

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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