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Defining Segment Criteria in the Segments Screen

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The method for defining segment criteria is similar to the method for defining filter criteria. Use the Attributes drop-down list to choose Attributes, Buckets, Fields, Numeric Measures, or Date Measures. To transfer values to the Criteria workspace box, place your cursor in the Criteria workspace where you want to insert a value, select or type a value, and click Add. If you want to choose a range of values, click Select Group and choose values.

NOTE:  The Criteria view tab contains the workspace box where you build complex definitions using AND, OR, NOT, and ( ) logical operators.

When building segment criteria, follow the following rules:

After adding criteria, click the AND or OR logical operator before adding more members or measures. If you are using NOT, add the criteria statement first and click NOT to negate it.
Whenever possible, surround multiple selections with parentheses. The open and close parentheses will be placed on the line below the cursor position. Place the cursor on the line above the line on which you want the open or close parenthesis and click the corresponding parenthesis.
When you have completed the segment definition, click Validate & Save to commit the segment criteria. This process validates the syntax of the segment criteria, checking for missing parentheses, and so on.
To delete segment criteria, place the cursor on the line to be deleted, right-click and choose Delete, or Delete All.

To build a segment definition

From the application-level menu, choose View > Site Map > Segments.
In the Segments list, select the segment for which criteria will be defined.
Click the Edit Segment view tab or drill down on the segment name.
In the Attributes form, in the Attributes drop-down list, select one of the items from which you want to choose a value.
In the tree list, expand the folders to display the values.
To select a single value, click a value's check box.
To select a range of values, click Select Group and select a range of values.

Selected values will have a check mark. To discard a value, click the selected value's check box again to remove the check mark.

If the object you want is not listed, refer to the Customer Hierarchy view and see to which targeting level it belongs. Your marketing or database administrator may have to create the object for the selected Customer Hierarchy.

Click Add to transfer the values to the Workspace box.

Criteria values are added to the line following the cursor position.

If your segment requires a measure or date measure, choose Numeric Measure or Date Measure from the drop-down list to display the measure-builders.
When you have finished defining the segment criteria, click Validate & Save.

To create numeric measure criteria

From the application-level menu, choose View > Site Map > Segments.
In the Segments list, select the segment for which criteria will be defined.
Click the Edit Segment view tab or drill down on the segment name.

The Edit Segment view appears with the Attributes tab and tree list as the default.

From the drop-down list, choose Numeric Measures.
In the Numeric Measures form, shown in the following illustration, complete the fields.
Click the Name select button.
In the Pick Measures dialog box, select a measure and click OK.

The measure name appears in the name field.

Click the Operator select button, and choose a logical operator from the list.

Options are =, <>, >, <, >=, <=, and BETWEEN.

In the Value 1 field, type a number.
If BETWEEN is the operator, type a number in the Value 2 field.
Click Add to transfer the measure value to the Criteria workspace.
Click Validate & Save.

To create date measure criteria

From the application-level menu, choose View > Site Map > Segments.
In the Segments list, select the segment for which criteria will be defined.
Click the Edit Segment view tab or drill down on the segment name.

The Edit Segment view appears with the Attributes tab and tree list as the default.

From the drop-down list, choose Date Measures.
In the Date Measures form, complete the fields.
Click the Name select button.
In the Pick Measures dialog box, select a predefined measure and click OK.
In the Value (Days) field, click the select button and use the calculator controls to type the number of days.
Click the Operator select arrow, and choose BEFORE or AFTER from the list.
In the Value (Date) field, click the select arrow and use the calendar to type a date or select the Run Date check box if you plan to use the server run date.
Click Validate & Save.

NOTE:  The Date Measure value must be greater than January 1, 1970.

For example, to capture every response in the last seven days, based on the server run date, the Date Measure fields would contain the following values:

Measure: Response Date
Value 1 (Days): 7
Operator: Before
Run Date box: Selected

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