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Saving Result Sets for Marketing Segments


A Saved Result Set is a fixed set of segment members that are recorded at a particular point in time. They are saved in the database so that they can be reused in the future without evaluating the criteria again.

Saved Result Sets can be useful in the following situations:

  • When you want to freeze the members of a segment at a specific point in time, so that the membership does not change.
  • When you have a very complex segment and you want to store the members of a recently counted segment to save query time.
  • When you want to save a branch of a segment tree as a separate segment.

To save a result set for a Marketing segment

  1. In the Segment Designer, open the segment.
  2. Go to the Saved Result Sets view.
  3. Click the Save Result Set button.
  4. In the Please save your current segment dialog box, verify segment name and location.
  5. Click OK to submit the job.
  6. To cancel the job, click the Cancel/Exit links.

    After the request is complete, the newly created saved result set appears.

To use a segment saved result set as a nested segment

  1. In the Segment Designer, open the segment.
  2. Find the saved segment in the Segment Folders in the selection pane.
  3. Click the segment name to add it to the segment design.
  4. Click the properties button on the nested segment block.
  5. Select Use Saved Result Set.
  6. In the Saved Result Sets dialog box, select one of the following:
    • Always use most recent Saved Result Set
    • Choose a specific result set from the list.
  7. Click OK twice to save your changes.

To set a segment to always use a Saved Result Set

  1. In the Segment Designer, open the segment.
  2. Click the Advanced Options tab.
  3. Select the following check box:

    Always use most recent saved result set

    NOTE:  When you use this segment, the most recent result set determines the segment membership.

  4. Click OK.
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