Condition groups
When creating segments, you have the option of using condition groups.
To create a condition group, click the Target next to an existing condition and select a related attribute. To include additional attributes, continue clicking the Target
and selecting attributes.
Using condition groups
When you create a condition group, you link the data within each data object that has conditional criteria.
For example, you create the following conditions:
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The customer made a purchase within the past three months.
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The customer has made an order of over $100.
The segment will target records depending on if you create a condition group.
You don't create a condition group and select the All parameter for the whole group
The segment will target records that meet both criteria but not necessarily for the same transaction record in the Order data object. The segment will target the following records.
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The customer made a purchase last month for $200. This customer meets both criteria for the same transaction record in the Order data object.
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The customer made a purchase two months ago for $50. The same customer made a purchase six months ago for $150. This customer meets both criteria, but for separate transaction records in the Order data object.
You create a condition group and select the All parameter for the condition group
The segment will target records that meet both criteria for the same transaction record in the Order data object. The segment will only target the following record.
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The customer made a purchase last month for $200. This customer meets both criteria for the same transaction record in the Order data object.
If a customer met both criteria for separate transaction records (made a purchase within the past three months and a separate purchase for over $100), they would not meet the criteria for the segment.
Use case
Review the use case to understand how to use condition groups and the Any/All parameter when configuring segment conditions.
When you create a condition group with attributes from multiple data objects, the Any parameter will link the data within each data object.
For this use case, you create a condition group with the following conditions.
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Customer's age greater than 35 years old.
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Customer's gender matches female.
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Customer's country of residence matches the U.S.
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Customer's address type matches a business address.
If you select All, the segment will target records that meet all the above conditions.
If you select Any, the data within each data object will be linked (Customer and Address). The segment will target customers that meet the following.
- The customer either is female or is over 35 years old. This data is from the Customer data object.
- The customer either lives in the U.S. or has a business address. This data is from the Address data object.
The following record would be added to the segment using Any.
- The customer is male and 40 years old.
- The customer also lives in Canada and has a business address.
The customer is added because they meet the Any condition of either Female or over 35 years old from the Customer data object (40 years old). The customer also meets the condition of either living in the U.S. or having a business address from the Address data object (has a business address).