Create the Policy Segment in Data 360

Create an audience segment for the auto policy welcome journey.

  1. Log in to Data 360.
  2. From the Segments tab, click New.
  3. Select the Unified Individual DMO to base the new audience segment on.
  4. Name the segment New Auto Policy Holders, add a description, and select a publish schedule of 24 hours.
  5. Add a start date and time and an expiration date, and click Save.
  6. To build the segment, click Edit Rules.
  7. From the attributes list, select RA_PolicyInformation_02 and select Starting Date.
  8. Drag the Starting Date attribute to the canvas.
  9. Set the Operator to Last Number of Days and add 30 in the Number of Days field. 
  10. Click Done.
  11. From the attributes list, select Has a Policy and drag the attribute to the canvas.
  12. Select Aggregation to Count, Operator to At Least, and Value to 1.
  13. Set the Operator to Is Equal To and Value to TRUE.
    Add Attributes
  14. Click Done and then Save.