Segment Your Subscribers

How To Create a Measure

After you complete this procedure, you can include the measure as criteria in data filter to use to segment a subscriber list. Use the following steps to create a measure.

NOTE: You can click the words  and  to make the names editable and enter a more readable name for the grouping. 

1. Click the Subscribers tab in the navigation bar.
2. Click Measures. The Measures screen appears.
3. Click the Create button from the toolbar.

   NOTE: When you create a measure, the system defaults the outer grouping to contain one condition as a starting point for your filter. You might want to use this default condition, or delete it by clicking the Delete button before adding inner groupings.

4. Complete the information in the Properties section:
   • Name - The name of the data filter. You use this name to identify the data filter in the application. This value is not visible to your subscribers.
   • External Key - The unique identifier of the data filter. This value is not visible to your subscribers.
   • Description - The description of the data filter. You use this description to identify the filter in the application. This value is not visible to your subscribers.
5. Create the filter conditions in the Expression section:
   • Event Source - The behavioral data file that is the basis for the measure.
   • Attribute - The attribute to evaluate. Valid values in this field are determined by the value you select in the Event Source field. 
   • Operator - The operator to use to evaluate the attribute value against the criteria value. Valid values for this field are determined by how you set up your attributes. See Appendix: Logical Operators for availability and explanation of each operator.
   • Criteria Value - The value against which the attribute value is compared to determine whether it satisfies the condition.
      
   • - Click to move a condition or grouping to a different location in the data filter.
      
   • - Click to delete a condition or grouping.
      
   • - Use the Add Condition button to add a condition to a grouping of conditions to be evaluated together.
      
   • - Use the Add Grouping button to add a grouping to contain conditions to be evaluated together.
      
   • and -  When you add more than one condition to a grouping or more than one inner grouping to an outer grouping, you can specify how the filter evaluates the grouping by clicking the blue operator button on the left side of the grouping. The button toggles between AND and OR.
6. Click Save.

How to Create a Data Filter Definition

Before you begin this procedure, you must create measures to include the data filter definition. After you complete this procedure, you can include the filter definition in a group or a filter activity. 

Use the following steps to create a filter definition.

1. Click the Subscribers tab.
2. Click Data Filters.
   The Data Filters screen appears.
3. Click the Create button from the toolbar.
   

   Note: When you create a data filter, the system defaults the outer grouping to contain one condition. You might want to delete this default condition by clicking the Delete button before adding inner groupings.

4. Complete the information in the Properties section:
   • Name - The name of the data filter. You use this name to identify the data filter in the application. This value is not visible to your subscribers.
   • External Key - The unique identifier of the data filter. You use this identify to identify the data filter with the API. This value is not visible to your subscribers.
   • Description - The description of the data filter. You use this description to identify the filter in the application. This value is not visible to your subscribers.
5. Create the filter conditions in the Filter section:

The value in the Filter Text section changes to reflect the structure of the data filter.

Tip: You can click the words and to change the name of the grouping.

6. Click Save.

How to Create a Query Activity

Before you begin this procedure, you must create the data extension to contain the results of the query. After you complete this procedure, you can start the activity or include the activity in a program.

Use the following steps to create a query activity:

1. Click the Interactions tab on the navigation bar.

2. Click Activities.

3. Click Query.

The Queries workspace appears.

4. Click Create from the toolbar.

5. Complete the information in the Properties section:

Name - The name of the activity. You use this name to identify the activity in the application. Subscribers cannot see the name.

Key - A value you choose that uniquely identifies the activity. You use this value to identify the activity when using the API.

Description - The description of the activity. You use this description to further help identify the activity within the application. Subscribers cannot see the description.

Query - The SQL that makes up the query. You can click the Check Syntax button to check your SQL.

6. Complete the information in the Target section:

Select data extension to populate - The data extension to contain the result of the query.
Update Type - Determines how the system updates the data extension with new data. Value values include:

. Overwrite - The system deletes the existing records in the data extension and adds the results of the query.

. Update - The system updates the existing records in the data extension with information that results from the query.

. Append - The system adds the results of the query to the data extension after the existing records.

7. Click Save.