Exercise 4 - Create a segment - UI

In this exercise, you’ll create a segment by making use of Adobe Experience Platform’s Segment Builder.

Story

In the Real-time Customer Profile, all profile data is shown alongside event data and existing segment memberships. The data that is shown can come from anywhere, from Adobe applications and external solutions. This is the most powerful view in Adobe Experience Platform—the experience system of record.

Log into Adobe Experience Platform

After logging in, you’ll land on the homepage of Adobe Experience Platform.

Data Ingestion

Before you continue, make sure you are in the Production Prod environment in the blue line on top of your screen.

In the menu on the left side, go to Segments.

Segmentation

On this page, you can see an overview of all existing segments.

Segmentation

Click on the Create segment button to start creating a new segment.

Segmentation

Once you’re in the new segment builder, you immediately notice the Attributes menu option and the XDM Individual Profile reference.

Segmentation

Since XDM is the language that powers the experience business, XDM is also the foundation for the segment builder. All data that is ingested in Platform should be mapped against XDM, and as such, all data becomes part of the same data model regardless of where that data comes from. This gives you a big advantage when building segments, as from this one segment builder UI, you can combine data from any origin in the same workflow. Segments built within Segment Builder can be sent to solutions like Adobe Target, Adobe Campaign and Adobe Audience Manager for activation.

Let’s build a segment which includes all male customers.

To get to the gender attribute, you need to understand and know XDM.

Gender is an attribute of Person, which can be found under Attributes. So to get there, you’ll start by clicking on XDM Individual Profile.

Segmentation

From the XDM Individual Profile window, select Person.

Segmentation

And in Person, you can find the Gender attribute. Drag the Gender attribute onto the segment builder.

Now you can choose the specific gender out of the pre-populated options. In this case, let’s pick Male.

Segmentation

After selecting Male, you can get an estimation of the segment’s population by pushing the Refresh Estimate button. This is very helpful for a business user, so that they can see the impact of certain attributes on the resulting segment size.

Segmentation

Next, we should refine our segment a bit. I’d like to build a segment out of all male customers that have viewed the product Proteus Fitness Jackshirt (Orange).

To build out this segment, you need to add an Experience Event. You can find all Experience Events by clicking on the Events icon in the Segments menu bar.

Segmentation

Next, you’ll see the top-level, ExperienceEvents node.

Segmentation

To find customers that have visited the Proteus Fitness Jackshirt (Orange) product, click on XDM ExperienceEvent.

Segmentation

Go to Product List Items.

Segmentation

Select Name and drag and drop the Name object from the left menu onto the segment builder canvas into the Events section.

Segmentation

The comparison parameter should be equals and in the input field, enter Proteus Fitness Jackshirt (Orange).

Segmentation

Every time you add an element to the segment builder, you can click the Refresh Estimate button to get a new estimate of the population in your segment.

So far, we’ve only used the UI to build our segment, but there’s also a code-option to build a segment.

When building a segment, we’re actually composing a Profile Query Language (PQL) query. To visualize the PQL code, you can click on the Code View switcher in the upper right corner of the segment builder.

Segmentation

Now you can see the full PQL statement:

person.gender in ["male"] and (select _Any1 from xEvent, _Any1__Product_list_items1 from _Any1.productListItems where _Any1__Product_list_items1.name.equals("Proteus Fitness Jackshirt (Orange)", false))

You can also preview a sample of the customer profiles that are part of this segment, by clicking on View Profiles.

Segmentation

Segmentation

Finally, let’s give your segment a name and save it.

As a naming convention, we’ll use:

  • all - Male customers with interest in Proteus Fitness Jackshirt (Orange) - ldap

Please replace ldap with your ldap.

Segmentation

It’s also important to note the Streaming toggle.

Segmentation

By enabling the Streaming toggle, your segment will qualify in real-time (as soon as the data is available in Adobe Experience Platform, data collection using Web SDK is a requirement for this) and will be available for activation in real-time.

Then, click the Save button to save your segment, after which you’ll be taken back to the Segment overview page.

Segmentation

Let’s now continue to the next exercise and build a segment through the API.

Next Step: 3.5 Create a segment - API

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