Segment Builder user guide

Segment Builder provides a rich workspace that allows you to interact with Profile data elements. The workspace provides intuitive controls for building and editing rules, such as drag-and-drop tiles used to represent data properties.

Segment definition building blocks

The basic building blocks of segment definitions are attributes and events. In addition, the attributes and events contained in existing audiences can also be used as components for new definitions.

You can see these building blocks in the Fields section on the left side of the Segment Builder workspace. Fields contains a tab for each of the main building blocks: “Attributes”, “Events”, and “Audiences”.

Attributes

The Attributes tab allows you to browse Profile attributes belonging to the XDM Individual Profile class. Each folder can be expanded to reveal additional attributes, where each attribute is a tile that can be dragged onto the rule builder canvas in the center of the workspace. The rule builder canvas is discussed in more detail later in this guide.

Events

The Events tab allows you to create an audience based on events or actions that took place using XDM ExperienceEvent data elements. You can also find Event Types on the Events tab, which are a collection of commonly used events to enable you to create your segments more quickly.

In addition to being able to browse for ExperienceEvent elements, you can also search for Event Types. Event Types use the same coding logic as ExperienceEvents, without requiring you to search through the XDM ExperienceEvent class looking for the correct event. For example, using the search bar to search “cart” returns the Event Types “AddCart” and “RemoveCart”, which are two very commonly used cart actions when building segment definitions.

Any type of component can be searched for by typing its name in the search bar, which uses Lucene’s search syntax. The search results begin to populate as entire words are entered. For example, to build a rule based on the XDM field ExperienceEvent.commerce.productViews, start typing “product views” in the search field. Once the word “product” has been typed, search results begin to appear. Each result includes the object hierarchy to which it belongs.

NOTE

Custom schema fields defined by your organization may take up to 24 hours to appear and become available for use in building rules.

You can then easily drag and drop ExperienceEvents and “Event Types” into your segment definition.

By default, only populated schema fields from your data store are shown. This includes “Event Types”. If the “Event Types” list is not visible, or you are only able to select “Any” as an “Event Type”, select the gear icon next to Fields, then select Show full XDM schema under Available Fields. Select the gear icon again to return to the Fields tab and you should now be able to view multiple “Event Types” and schema fields, regardless of whether they contain data or not.

Audiences

The Audiences tab lists all audiences imported from external sources, such as Adobe Audience Manager, as well as audiences created within Experience Platform.

On the Audiences tab, you can see all of the available sources as a group of folders. As you select the folders, available sub-folders and audiences can be seen. Additionally, you can select the folder icon (as shown in the far-right image) in order to view the folder structure (a check mark denotes the folder you are currently in) and easily navigate back through folders by selecting the name of a folder in the tree.

You can hover over the ⓘ next to an audience to view information about the audience including its ID, description, and the folder hierarchy to locate the audience.

You can also search for audiences using the search bar, which utilizes Lucene’s search syntax. On the Audiences tab, selecting a top-level folder causes the search bar to appear, allowing you to search within that folder. Search results only begin to populate once entire words are entered. For example, to find an audience named Online Shoppers, start typing “Online” in the search bar. Once the word “Online” has been typed in full, search results containing the word “Online” appear.

Rule builder canvas

A segment definition is a collection of rules used to describe key characteristics or behavior of a target audience. These rules are created using the rule builder canvas, located in the center of Segment Builder.

To add a new rule to your segment definition, drag a tile from the Fields tab and drop it onto the rule builder canvas. You will then be presented with context-specific options according to the type of data being added. Available data types include: strings, dates, ExperienceEvents, “Event Types”, and audiences.

IMPORTANT

The latest changes to Adobe Experience Platform have updated the usage of the OR and AND logical operators between events. These updates will not affect existing segments. However, all subsequent updates to existing segments and new segment creations will be affected by these changes. Please read the time constants update for more information.

Adding audiences

You can drag and drop an audience from the Audience tab onto the rule builder canvas to reference audience membership in the new segment definition. This allows you to include or exclude audience membership as an attribute in the new segment rule.

For Platform audiences created using Segment Builder, you are given the option to convert the audience into the set of rules that were used in the segment definition for that audience. This conversion makes a copy of the rule logic, that can then be modified without affecting the original segment definition. Make sure that you have saved any recent changes to your segment definition before converting it to rule logic.

NOTE

When adding an audience from an external source, only the audience membership is referenced. You cannot convert the audience to rules, and therefore the rules used to create the original audience cannot be modified in the new segment definition.

If any conflicts arise when convert audiences to rules, Segment Builder will attempt to preserve the existing options to the best of its ability.

Code view

Alternatively, you can view a code-based version of a rule created in the Segment Builder. Once you have created your rule within the rule builder canvas, you can select Code view to see your segment as PQL.

Code view provides a button that allows you to copy the value of the segment to use in API calls. To get the latest version of the segment, make sure you have saved your latest changes to the segment.

Containers

Segment rules are evaluated in the order they are listed. Containers allow control over the order of execution through the use of nested queries.

Once you have added at least one tile to the rule builder canvas, you can begin to add containers. To create a new container, select the ellipses (…) in the top-right corner of the tile, then select Add container.

A new container appears as the child of the first container, but you can adjust the hierarchy by dragging and moving the containers. The default behavior of a container is to “Include” the attribute, event, or audience provided. You can set the rule to “Exclude” profiles that match the container criteria by selecting Include in the top-left corner of the tile and selecting “Exclude”.

A child container can also be extracted and added inline to the parent container by selecting “unwrap container” on the child container. Select the ellipses (…) in the top-right corner of the child container to access this option.

Once you select Unwrap container the child container is removed and the criteria appear inline.

NOTE

When unwrapping containers, be careful that the logic continues to meet the desired segment definition.

Merge policies

Experience Platform enables you to bring data together from multiple sources and combine it in order to see a complete view of each of your individual customers. When bringing this data together, merge policies are the rules that Platform uses to determine how data will be prioritized and what data will be combined to create a profile.

You can select a merge policy that matches your marketing purpose for this audience or use the default merge policy provided by Platform. You can create multiple merge policies unique to your organization, including creating your own default merge policy. For step-by-step instructions on creating merge policies for your organization, please see the tutorial on working with merge policies using the UI.

To select a merge policy for your segment definition, select the gear icon on the Fields tab, then use the Merge Policy dropdown menu to select the merge policy that you wish to use.

Segment properties

When building a segment definition, the Segment Properties section on the right-hand side of the workspace displays an estimate of the size of the resulting segment, allowing you to adjust your segment definition as needed before building the audience itself.

The Segment Properties section is also where you can specify important information about your segment definition, including its name and description. Segment definition names are used to identify your segment among those defined by your organization and should therefore be descriptive, concise, and unique.

As you continue to build your segment definition, you can view a paginated preview of the audience by selecting View Profiles.

NOTE

Audience estimates are generated by using a sample size of that day’s sample data. If there are less than 1 million entities in your profile store, the full data set is used; for between 1 and 20 million entities, 1 million entities are used; and for over 20 million entities, 5% of the total entities are used. More information about generating segment estimates can be found in the estimate generation section of the segment creation tutorial.

Next steps and additional resources

Segment Builder provides a rich workflow allowing you to isolate marketable audiences from Real-time Customer Profile data. After reading this guide you should now be able to:

  • Create segment definitions using a combination of attributes, events, and existing audiences as building blocks.
  • Use the rule builder canvas and containers to control the order in which segment rules are executed.
  • View estimates of your prospective audience, allowing you to adjust your segment definitions as required.
  • Enable all segment definitions for scheduled segmentation.
  • Enable specified segment definitions for streaming segmentation.

To learn more about Segmentation Service, please continue reading the documentation and supplement your learning by watching the videos below. To learn more about the other parts of the Segmentation Service UI, please read the Segmentation Service user guide

WARNING

The Platform UI shown in the following videos is out-of-date. Please refer to the documentation above for the latest UI screenshots and functionality.

Create a segment:

Create a dynamic segment:

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