Manual segments consist of a fixed, specified list of users, as opposed to rule-based segments, whose users are determined in real time based on a defined set of criteria. Create manual segments to group known users, or accounts, based on data that the Personalization system doesn’t collect or data that’s available through third-party integrations.
Required Editions
| Permissions Needed | |
|---|---|
| To create a segment: | A role with Segments Create/Edit permissions |
Typically, you create a manual segment when you want to target a group of users using a variable that the Personalization system doesn’t track. For example, suppose you’re hosting a live event and want to customize your website for event attendees. You create a manual segment connecting the Personalization system to your tracking system by a common data point, such as attendee email address.
Other examples where a manual segment can be helpful include:
- Targeting attendees of a recent trade show or webinar.
- Targeting users on a particular mailing list.
- Targeting a group to use as an input for an engagement score.
- Setting a manual segment as a filter for campaign measurement.
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In the Audiences section of the main navigation, select User Segments | User Segments.
Note If your organization markets to businesses, as well as consumers, you can create a manual segment that consists of a fixed, specified list of accounts by selecting Account Segments | Account Segments. - Select New Segment | Manual Segment.
- Enter a Segment Name that describes its purpose.
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Click Save. The Users tab opens so that you can add users to the segment. There are three options for adding users to the segment:
- To add users one at a time, enter a user’s name or ID in the Add User field on the Users tab and select a user from the list that appears.
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To add a group of users from a CSV file, click Upload
CSV on the Users tab and select the
file.
Note The CSV file must contain a column with the header value “ID” or “name” with values that match Personalization system user or account IDs. The file can include additional columns, and the Personalization system ignores them.
- Set up a Manual Segment ETL feed. For more information, see Manual Segment ETL Data Feed.
