SmartHub - Segment Manager / How To Create Segments

Introduction

This article shows how to use the segment manager and create segments. Contains detailed step-by-step instructions to create segments, complete with grouping rules. The article also contains best practice around creating segments. This article is designed to be used by clients when setting up segments.

Segment Manager

To use Segment Manager you must have one of the following roles assigned in the Reward Manager: 

• Segments Admin - Ability to manage all aspects of segment manager (create, edit, delete, and view)
• Segments Viewer - Ability to create and view segments in Segment Manager

Existing Segments

Follow the steps below to view existing segments: 

1. Navigate to Reward Manager

2. Click on Smart Products

3. Choose Segment Manager from the dropdown

All existing segments will be listed, including the rules of the segment, how many members are included in each, and which content is currently using each segment. 

Members

• To view specific members in a segment, click on the number under Members in Segment  column to be taken to a member management page, filtering for only those in the segment.

Specific Content 

• To view specific content being used by a segment, click on the number under Applied To column to see the title and area of the site using the segment. 

Updating and Deleting Existing Segments

• If you want to make changes to or delete an existing segment, click on edit and the rules will appear allowing you to make changes.
• For segments that are already being used with content in the site, you can edit the name or make changes to the rules but you cannot delete the segment. Segments can only be deleted if the segment has been removed from any content currently using it. 

Creating a New Segment

Follow the steps below to create a new segment: 

1. Click on the blue Create new segment button
2. First, add a title for the segment, then click add rule to start specifying who you want included in the segment. Rules are used to specify which circumstances you'd like someone to be added to a segment

• Field: Indicates which type of user data you will be using to determine if someone is included in a segment e.g.,department, location
• Rule: Specifies which condition you will be using
• Value: Indicates which value the field column must have in order to be included in the segment. For example, if you want everyone in the department called Marketing, you would choose Department as the field, is as the rule and type in the name of the marketing department in the value box

Below is an example of how each option can be used:

You can add multiple rules to a segment, but be sure to specify if you want a user to match all rules or any rules to be included in the segment.

Grouping Rules

In some scenarios, you may want to create a segment with more complex rules. Click on Group to view extra options for grouping rules together. Grouping rules works similarly to the is in the list condition and allows you to specify more conditions for a specific segment. 

For example, if you want to include everyone in the UK location that is part of Marketing, Sales, or Client Success in the company, you could specify the location to be UK and then add a rule group to specify the names of each department that should be included. 

Note: Gender and Postal code fields are encrypted, meaning that admins are unable to view the members in segments containing Gender and/or Postal code as a rule.

Best Practices

• Create segments based on data included in your member file or registration questions. A great starting point with a segment is to create one based on data that is already provided, such as department and location. 
• Don't add members individually, avoid creating a segment by adding a list of user emails or IDs. This can slow down areas of the site you're segmenting, as the site has to sort through each user individually to determine if they should have access. 
• Make sure you do not use the preview link of a SmartHub layout when linking to it from another tile, as this results in the first layout version being shown for all members, regardless of their segment.