Use cases
To illustrate the value of multi-entity segmentation, consider three standard marketing use cases that illustrate the challenges present in most marketing applications:
Combining online and offline purchase data
A marketer building an email campaign may have attempted to build an audience by using recent customer store purchases within the last three months. Ideally, this audience would require both the item name and the name of the store where the purchase was made. Previously, the challenge would have been capturing the store identifier from the purchase event and assigning it to an individual customer profile.
Email retargeting for cart abandonment
Creating and qualifying users into segment definitions targeting cart abandonment is complex. Knowing which products to include in a personalized retargeting campaign requires data regarding which products were abandoned by each individual. This data is tied to commerce events which were formerly challenging to monitor and extract data from.
Creating multi-entity segment definitions
Creating a multi-entity segment definition first requires defining relationships between schemas before using the Segmentation API or Segment Builder UI to build the segment definition.
Define relationships
Defining relationships within the structure of your Experience Data Model (XDM) schemas is an integral part of multi-entity segment creation. For relationships, the field in the destination needs to be marked as the primary identity of that schema. An identity can only be marked on strings and cannot be marked on arrays. Additionally, relationships do not necessarily need to be one-to-one, as you can connect profiles and experience events to multiple destinations.
Defining relationships can be done either using the Schema Registry API or the Schema Editor. For detailed steps showing how to define a relationship between two schemas, please choose from the following tutorials: