The Segmentation activity lets you create one or several segments from a population calculated by activities placed earlier in the workflow. At the end of the activity, they can be processed in one single transition or different transitions.
By default, a member of the inbound population can only belong to one single segment. The filters are applied according to the order of the segments in the activity.
The Segmentation activity is generally placed after targeting activities (query, intersection, union, exclusion, etc.) in order to define the standard population based on which the segments are formed.
Drag and drop a Segmentation activity into your workflow.
Select the activity, then open it using the button from the quick actions that appear.
In the General tab, select the Resource type on which the segmentation has to be carried out:
Select the outbound transition type that you would like to use:
Add a segment by using the or Add an element button and specify the standard properties:
Open the detail view of the segment to access the latter’s configuration options. To do this, check the relevant box in the activity’s segment list, then select .
If the option to filter the initial population is checked, open the Filter tab and specify your segment’s population. The filters are based on the filtering dimension selected in step 4. Consult the Query editing section for further information on population filtering.
If the segmentation is carried out on a temporary resource, the count and preview of the population are not available in this tab.
If the option to limit the segment size is checked, open the Limitation tab.
First, select the Type of limit that you would like to use:
Now specify the size Limit of the segment:
Size (as a % of the initial population): specify the segment size by using a percentage of the activity’s initial population.
Maximum size: specify a maximum number of members for the segment population.
By data grouping: you can limit the segment population according to the values of a specific field of the inbound population. Select the field for grouping, then specify the values to be used.
By data grouping (as a %): you can limit the segment population according to the values of a specific inbound population field by using a percentage. Select the field to apply the grouping, then specify the values to be used.
Different limitations for each value can be used. For example, you can specify a grouping for the Gender field and limit the population with Male members to 10 and the population with Female members to 30 people. If you use several data grouping fields, all the groupings have to have the same size.
Confirm the configuration of your segment.
Add as many segments as necessary by repeating steps 6 to 10 of this procedure.
If necessary, edit the parameters in the Advanced options tab:
Confirm the configuration of your activity and save your workflow.