Step 2: Create a workflow with segments

NOTE
If the input transition of the email delivery is empty, the Segment code from the previous transition will added by default.

You first need to create a workflow with different targeted population. Here, we want to send an email that will be personalized depending on the age of our audience: one delivery for 20 to 30 years old profiles and another for profiles between 30 to 40 years old.

  1. Create your workflow. For more details on how to create your workflow, refer to this page.

  2. Add a Query activity by dragging it from the palette and dropping it in the workspace.

  3. Target profiles from 20 to 40 years old to later segment them into more targeted populations.

  4. Add a Segmentation activity to split your query results into two targeted populations. For more on segmentation, refer to this page.

  5. Double click the Segmentation activity to configure it. Edit the first segment by clicking Edit properties.

  6. Query profiles between the age of 20 to 30 and click Confirm when done.

  7. Click Add an element to create your second segment and configure it as described in the steps above to target profiles between the age of 30 to 40.

  8. Edit the Segment code for each population to be passed on through dynamic reporting.

    NOTE
    This step is mandatory or else you will not be able to understand which segments to report on.

  9. Drag and drop an Email delivery activity after your segments.

  10. Personalize your deliveries depending on the different targeted populations. For more on email creation, refer to this page.

  11. Save the workflow.

  12. Click Start when your workflow is ready.

You can now access your reports to track your segment codes.