Interaction Management Guide

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Modifying a User Segment

User Segments let you dynamically group users based on conditions you define. You can modify User Segments that you created in Creating a User Segment by editing the segment’s characteristics, such as gender, browser type, date or time, and so on. If a user matches the characteristics of a bookfan, for example, the user automatically and dynamically becomes a member of the bookfan User Segment. You can then target this User Segment group with web content, automatic e-mails, and discounts based on the User Segment.

Developers use Workshop for WebLogic to create User Segments. Portal administrators can use the Administration Console to change the User Segment properties (conditions) to dynamically group users. Developer time is not required to update User Segment properties.

This chapter includes the following sections:

 

Modifying a User Segment

Developers can use Workshop for WebLogic to change the conditions and characteristics that determine how users are categorized with User Segments. Portal administrators use the WebLogic Portal Administration Console to edit the properties for the User Segment.

Note: The steps in this chapter refer to the data\src folder in the Package Explorer View. Your data and src directories might be named differently.

Perform the following steps to edit a User Segment file in Workshop for WebLogic:

  1. In the Portal Perspective in Workshop for WebLogic, double-click the User Segment .seg file in the \<data>\src folder in the Package Explorer View.
  2. Enter the changes in the User Segment Editor.
  3. Save the file by choosing File > Save.

The changes will appear in the Administration Console.

 

Modifying a User Segment’s Properties

Portal administrators can edit individual properties in a User Segment with the Administration Console.

Perform the following steps to edit a User Segment’s properties in the Administration Console:

  1. Start the Administration Console.
  2. Choose Interaction > Segments.
  3. In the Resource Tree, select the User Segment you want to edit.
  4. In the Segment Details tab, locate the segment property you want to change and click Edit, as shown in Figure 12-1.
    5. Figure 12-1 Click Edit to Change the User Segment Property


    Click Edit to Change the User Segment Property

  5. Enter your changes and click Save.

 

Copying a User Segment

Portal Administrators can save time and avoid errors by making a copy of a User Segment and then editing the properties in the new User Segment.

Perform the following steps in the Administration Console to duplicate a User Segment:

  1. Start the WebLogic Portal Administration Console.
  2. Choose Interaction > Segments.
  3. Right-click a User Segment in the Resource Tree and choose Copy.
  4. Enter a name and description for the new User Segment, and click OK.

The new User Segment now appears in the User Segments Resource tree. You can now modify the User Segment’s properties; see Modifying a User Segment.

Tip: You can also duplicate a User Segment in Workshop for WebLogic.

 

Removing a User Segment

Deleting a User Segment removes it from Workshop for WebLogic and from the Administration Console.

Note: The steps in this chapter refer to the data\src folder in the Package Explorer View. Your data and src directories might be named differently.

Perform the following steps to remove a User Segment:

  1. In the Portal Perspective in Workshop for WebLogic, select the User Segment .seg file in the \<data>\src folder in the Package Explorer View.
  2. Right-click the segment and choose Delete.
  3. Click Yes in the Confirmation dialog box.

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