Segmentation Service UI guide

Adobe Experience Platform Segmentation Service provides a user interface for creating and managing audiences and segment definitions.

Getting started

Working with audiences and segment definitions requires an understanding of the various Experience Platform services involved with segmentation. Before reading this user guide, please review the documentation for the following services:

  • Segmentation Service: Segmentation Service allows you to segment data stored in Experience Platform that relates to individuals (such as customers, prospects, users, or organizations) into smaller groups.
  • Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
  • Adobe Experience Platform Identity Service: Enables the creation of customer profiles by bridging identities from disparate data sources being ingested into Platform.
  • Experience Data Model (XDM): The standardized framework by which Platform organizes customer experience data. To best make use of Segmentation, please ensure your data is ingested as profiles and events according to the best practices for data modeling.

You should also understand the following key terms that are used through this document and understand the difference between them:

  • Audience: A collection of people who share similar behaviors and/or characteristics. This collection of people can either be generated by Adobe Experience Platform using segment definitions (Platform-generated audience), audience composition, or from external sources such as custom uploads (externally generated audience).
  • Segment definition: The rules Adobe Experience Platform uses to describe key characteristics or behavior of a target audience.
  • Segment: The act of separating Profiles into audiences.

Overview

In the Experience Platform UI, select Audiences in the left navigation to open the Overview tab displaying the Audiences dashboard.

NOTE
If your organization is new to Platform and does not yet have active Profile datasets or merge policies created, the Audiences dashboard is not visible. Instead, the Overview tab displays links and documentation to help you get started with audiences.

Audiences dashboard segments-dashboard

The Audiences dashboard outlines key metrics related to your organization’s audience data.

To learn more, visit the audiences dashboard guide.

The audience dashboard is displayed. It shows various widgets, including the audience size, profiles by identity, identity overlap, and the audience size change trend.

Browse browse

Select the Browse tab to see the Audience Portal. Audience Portal provides a list of all the audiences that belong to your organization and sandbox, and includes details such as the profile count, origin, created date, last modified date, tags, and breakdown.

In addition, Audience Portal lets you create new audiences using Segment Builder or Audience Composition, as well as import externally generated audiences into Platform.

For more information about Audience Portal, please read the Audience Portal overview.

Compositions compositions

Select the Compositions tab to see a list of all the audiences generated through Audience Composition for your organization.

A list of audiences created in Audience Composition for your organization.

By default, this view lists information about the audiences including the name, status, created date, created by, last updated date, and last updated by.

Next to each audience is an ellipsis icon. Selecting this displays a list of available quick actions for the audience.

Action
Description
Duplicate
Copies the selected audience.
Manage access
Manages the access labels that belong to the audience. For more information on access labels, please read the documentation on managing labels.
Delete
Deletes the selected audience. Audiences that are used in downstream destinations or are dependents in other audiences cannot be deleted. For more information on audience deletion, please read the segmentation FAQ.

You can select the Customize table icon to change which fields are displayed.

The customize table button is highlighted. Selecting this button allows you to customize the fields that are displayed on the Audiences compositions page.

A popover appears, listing all the fields that can be displayed within the table.

The attributes that can be displayed for the Composition section.

Field
Description
Name
The name of the audience.
Status
The status of the audience. Possible values for this field include Draft, Inactive, and Published.
Created
The time and date the audience was created.
Created by
The name of the person who created the audience.
Updated
The time and date the audience was last updated.
Updated by
The name of the person who last updated the audience.

To see how the audience is composed, select an audience’s name within the Audiences tab.

The Audience Composition page appears with the building blocks that compose your audience. For more details about how to use Audience Composition, please read the Audience Composition UI guide.

Streaming segmentation streaming-segmentation

Streaming segmentation is the ability to do segmentation on Platform in near real-time, while focusing on data richness. With streaming segmentation, qualification for segmentation now happens as data lands into Platform, alleviating the need to schedule and run segmentation jobs.

More information about streaming segmentation can be found in the streaming segmentation user guide.

NOTE
In order for streaming segmentation to work, you will need to enable scheduled segmentation for the organization. For details on enabling scheduled segmentation, please refer to the streaming segmentation section in this user guide.

Edge segmentation edge-segmentation

Edge segmentation is the ability to evaluate audiences in Platform instantaneously on the edge, enabling same page and next page personalization use cases.

More information about edge segmentation can be found in the edge segmentation UI guide

Policy violations

NOTE
Policy violations only apply if you are creating an audience that has been assigned to a destination.

Once you are done creating your audience, the audience will be analyzed by Adobe Experience Platform Data Governance to ensure there are no policy violations within the audience. See the Data Governance overview for more information.

The policy violations for the audience are displayed.

Next steps and additional resources next-steps

The Segmentation Service UI provides a rich workflow allowing you to create marketable audiences from Real-Time Customer Profile data.

To learn more about Segmentation Service, please continue reading the documentation. To learn how to use the Segmentation Service API, please read the Segmentation Service developer guide.

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