Segmentation Builder Basics

A segment is a structured list of criteria that filters contacts in Mapp Engage. This article contains all the essential information about segments in Mapp's Segmentation Builder.

Visit

You can find more information in the Mapp Engage - Segmentation course.

Overview

The main page of the Segmentation Builder area shows a list of all your saved segments. 

Navigation path

Audience​ > ​Segmentation > Segmentation Builder

What can I do in this window?

• Create a segment

• View, copy, and edit existing segments

• Delete or archive segments that you no longer use

Information on the overview page

Field	Description
​Name​	The unique name of the segment.
​ID​	The segment ID. The ID is automatically created once the segment is published.
​Author​	The system user who created the segment.
Last Change	The date and time when the segment was last changed.
Last Calculated	Date and time when the segment was last calculated.
​Last Published​	Date and time when the segment was published.
Number of Contacts	Displays the following information: Number of contacts in the segment Status "Calculating" if the segment is being calculated indicates that the segment size is limited to a specific number. For more information, see Limit Segment Size.
Information	Click the info icon to display more detailed information about the segment. Here, you will see up to three tabs, depending on the settings of the segment: ID, Storage ID Name, Description Time Zone Creation Date, Author Last Published, Last published by Last Change, Last changed by Last Calculated Limit search results. See Limit Segment Size. Labels Segment Preview Displays a summary of the criteria used in the segment Activate the radio button to Expand all containers Current Use Shows whether the segment is currently used in Mapp Engage or not

Available Segment Criteria

• Contact Profile

• Related Data

• Email Activity

• Mobile Activity

• Web Activity

• Intelligence

Configuration

Navigation path:

Audience > Segmentation > Segmentation Builder > Create

What can I do in this window?

• Create a segment.

• Configure the criteria settings in the settings panel.

• Add or remove criteria and containers to the segment.

• See how many contacts are in your segment and each criterion.

Working in Segmentation Builder

The Segmentation Builder allows you to filter your contacts based on their behavior and attributes saved in Engage.

Operators

When you create a segment with multiple criteria, you combine the criteria with logical operators.

To change the operator, click the operator on the canvas. A menu opens where you can select a different operator.

When you create a segment with multiple criteria, you combine the criteria with logical operators.

Containers

In ​Segmentation Builder, you create complex segments with visual containers. A container functions like a set of parentheses in a mathematical expression. With containers, you can create segments combining ​AND​ and ​OR​ operators in a single segment.

Example:

• Select contacts who live in London ​OR​ drive a certain car.

• The car is expensive ​AND​ has a certain color.

• The color is red OR blue.

• London ​OR​ (expensive ​AND​ (red ​OR​ blue)).

To add a container to the canvas, double-click ​New Container in the ​Add New Criteria panel. You can also drag and drop a container onto the canvas. 

 Guidelines for Containers

• A container holds one or more criteria combined with the same operator.

• Drag a container from the ​Add New Criteria​ panel onto the canvas. To create nested criteria, drag a container beneath and to the right of another criterion.
  You can import an existing segment into a container of a new segment. At this point, the imported segment is no longer connected to its source, and any edits you make do not affect the source. By the same token, any changes made to the source segment will not affect the imported one. For more information, see Import Segment to Segment.

• You can add up to four levels of containers.

• All conditions on the same level or container must have the same operator. If you change one operator on a level, the operators for all other conditions on the same level change simultaneously.

• Once you have added criteria to a container, you can move the whole container to a different level or position in the segment. A container lets you move multiple criteria at once.

 Example: Group Multiple Criteria

You want to select contacts who are active members of the main newsletter group (​NewsletterGroup​) and live anywhere in the Northwest region (postcodes 12345, 12346, and 12347). To create this segment, add the postcode criteria to a container named "Northwest Region."

• AND ​NewsletterGroup ​= Active Members

• AND Container "Northwest Region"

  • OR Postcode = 12345

  • OR Postcode = 12346

  • OR Postcode = 12347

This arrangement is equivalent to the following expression:

(​NewsletterGroup​ = Active Members AND (Postcode = 12345 OR Postcode = 12346 OR Postcode = 12347))

Contact Counts

While you work on the Segmentation Builder canvas, you can monitor the number of contacts in your segment. These counts provide instant feedback about the size of your segment and help you evaluate your campaign's projected impact.

You see this information while building the segment, so you can check and adjust the segmentation criteria as you go.

As you work in the Segmentation Builder, you see three numbers:

• The total number of contacts in the platform that meet all the segment criteria. This number appears at the top of the segment.

  This calculation is not done automatically - you must trigger it manually by clicking the  icon at the top of the canvas.

• The maximum size set for the segment. This number appears at the top of the segment. To set the maximum segment size, see Limit Segment Size.

• The number of contacts who match the filter criteria of a container. This number appears at the top right of each container.

• The subset of contacts who match single filter criteria. This number appears on the right side of each criterion.

  Note that calculating this value is disabled by default for criteria containing more than a million records. This is to avoid a potential timeout caused by the system processing heavy data sets.

  Example

  

  • The overall segment size is displayed at the top right of the container.

  • One of the Related Data Conditions in the container above has more than a million records. The fast count option is disabled and the symbol is displayed instead of the calculated number. Hovering over the symbol shows a tooltip with the relevant information.

  • The sizes of the two remaining Related Data Conditions within the container are calculated and displayed because they contain less than a million records - in our example, 50, and 5000.