Working with Segments
In Audience Studio > Segments you can view all of your segment folders and segments at one time, collapsing and opening the folders you want. Additionally, you can sort the folders and segments by name, updated by, last modified, number of profiles and number of activations clicking on the header as shown in the following:
The two types of segments, batch segments and realtime segments are indicated as follows:
Click on a particular segment and a mini-dashboard of how many profiles have been added or removed from it over the course of time shows on the right side panel as well as the percentage of the master segment in that segment. You can also edit segment rules and activations in the panel. The right side panel is collapsible.
You can also access the following actions in the right side panel as shown in the following:
- Editing Segment Rules
- Editing Segment Name and Description
- Cloning a Segment
- Moving a Segment
- Deleting a Segment
- Creating Batch and Realtime Segments
- Creating an Activation
Selecting Edit Segment Rules takes you to the Rule Builder. For example:
In the same editor, you can click on SQL Query and can view and edit your rules using SQL.
This opens an editor where you can manage the name and description of the segment. For example, use this option to rename the segment.
Select Clone Segment to open an editor that allows you to copy the existing segment, rename it, and assign it a folder as necessary.
Select Move Segment to open an editor that allows you to assign the segment a new folder.
Select Delete Segment to open the confirmation dialog. Confirm or cancel the deletion of the selected segment.
These options take you to the editors where you can create new segments from scratch, by defining profile attributes, behaviors, and predictive scoring. For more information, see Creating a New Segment.
Activating a segment exports its data to a target, for example Salesforce. For more information, see Activating a Segment.