Example of Creating a Segment

This procedure uses a real-world scenario to walk you through the creation of a segment.

In the following example, a segment is created to return a data set of contacts who live in the state of Montana and have submitted an incident assigned to a certain product. The example works under the premise that there is a product named Call Plans. For information about creating products, see Add or Edit a Product, Add a Subproduct, and Edit Visibility Settings for Multiple Products Simultaneously.

1. From the Segments explorer, click New.
   A new segment opens on the content pane.
2. Click New Segment.
   The Segment editor opens on the content pane.
3. Click Contacts under Current Dataset in the Data Dictionary section on the Criteria tab.
4. In the Fields section, drag State/Province (prov_id) and drop it in the Filters section.
   The Edit Filter window opens with the contacts.prov_id field populating the Expression field.
5. Click the Value drop-down list and select MT.
6. Click OK.
7. Click Incidents under All Tables in the Data Dictionary section.
8. In the Fields section, drag Product Hierarchy (prod_hierarchy) and drop it in the Filters section.
   The Edit Filter window opens with the incidents.prod_hierarchy field populating the Expression field.
9. Click the Value drop-down list and select Call Plans.
10. Click OK.
    The segments display on the content pane with the criteria you defined.
11. Click Save, enter the segment name in the Name field of the Save As window, and click Save.

Results:

The segment can now be used in mailings and surveys to target only those contacts with an address in Montana who have submitted an incident associated with call plans.