Describes the required and optional steps that create a segment in Segment Builder.
Start by watching the Create Segments in Audience Manager video. The video walks you through the segment creation process. Read the sections below for more information.
Segment Builder consists of 3 separate sections: Basic Information, Traits, and Destinations Mapping. To create a segment, complete the required fields in the Basic Information and Traits sections. Destinations Mapping settings are optional. See the instructions below for additional help.
In the Basic Information section:
In the Traits section:
(Optional) Map a segment to a destination in the Destination Mapping section:
Watch the video below for a detailed look at how cross-device metrics work.
In Segment Builder, the Basic Information settings let you create new, or edit existing traits. To create a new segment, provide a name, a data source, and select a storage folder. All other fields are optional. Move on to the Traits section when done.
|Name||Give the segment a short, logical name that describes its function or purpose. Avoid abbreviations and special characters. The maximum length of a segment name is 255 characters.|
|Description||A field for additional descriptive information about the segment.|
|Integration Code||A field for a user-defined ID or other company-specific information.|
|Data Source||Associates the segment with a specific data provider.
Use the first drop-down menu to filter between Audience Manager data sources, Adobe Analytics report suites, or both. Then, use the second drop-down menu to choose your data source.
If you are not using Adobe Analytics report suites, the data source type selector is disabled and defaulted to Audience Manager data sources only.
|Profile Merge Rule||Selects the Profile Merge Rule to use for segment qualification.|
|Status||Activates or deactivates the segment (active by default).|
|Folder Storage||Determines which storage folder the segment belongs to.|
In Segment Builder, the Traits section lets you manage traits in a segment, create trait groups, and set qualification criteria. To add a trait to a segment, type the trait name in the search field and click Add Trait. Save the trait (if finished) or move on to Destinations Mapping.
Prerequisites: Complete the required fields in the Basic Information section.
|Basic View||This section provides visual controls that let you:
|Code View||Opens a development environment that lets you create and manage traits, groups, and qualification requirements with code instead of the visual interface. The code view is useful if your segments:
|Search||Helps you find traits to add to a segment.|
|Recommendations||Get live recommendations for similar traits, from your first-party traits and Audience Marketplace data feeds that you are subscribed to. Add these recommendations to the segment rule to expand your audience. Read more in Trait Recommendations.|
|Marketplace Recommendations||Get live recommendations for similar traits, from Audience Marketplace data feeds that you are not subscribed to. Read more in Trait Recommendations.|
|Real and Estimated Segment Size Data||See Trait and Segment Population Data in Segment Builder.|
Managing the traits in your segments is an important part of keeping segments viable. Follow these steps if you need to remove traits from a segment.
To remove traits from a segment:
In Segment Builder, the optional Destinations Mapping section lets you send segment data to a third-party cookie, URL, or server-to-server destination. To add a destination, search (or browse) for a destination, provide destination specific information, and click Add Destination.
Complete the required fields in the Basic Information and Traits sections. Also, the destination must already exist.
The Destination Mappings panel contains search tools as described in the table below.
|Search by Destination Name||Lets you search for a specific destination by name. To search, start typing. The field will auto-complete based on your search terms. Click Add Destination when done.|
|Browse All Destinations||Browse a list of all destinations available to you. Select and add destinations to your segment from the popup list.|
In Segment Builder, the Add Destination dialog appears after you select a destination. This window displays static information about the destination and fields that vary depending on the destination type. Provide the required information in the empty fields to set up a destination mapping.
Publication dates are optional. When blank, the destination becomes active and never expires.
In the Destination Mapping fields, specify the key-value pairs used to send data to the destination. Enter the key in the first field and the values in the second. Your cookie destination pop could look similar to this:
In the URL and Secure URL fields, specify the complete standard or secure address used to send data to the destination.
In the Destination Value field specify the value (part of a key-value pair) used to send data to the destination.