Creating a Segmentation in a Profile Table
To 'Add a segmentation' go to 'Manage Database Structure' ( Catalog> Profiles > Manage DB Structure)
There is a difference between 'Creating a segmentation' and 'Adding a contact to a segment':
By 'Creating a segment', you will create the structure to collect the information.
By 'Adding a contact to a segment', you will determine that a profile belongs to a segment.
A. Choosing a table for edition
Select the profile table to which you want to add a segmentation.
Next, click on the 'Update' button.
B. Adding a segmentation
You will access the structure of the table to which you want to add a segmentation: to do so, select the 'Segmentations' tab and click on 'Add'.
Step 1: Type of segmentation
You will have to choose between a simple segmentation and an exclusive segmentation.
Reminder
Difference between the 2 kinds of segmentation in ACTITO:
An exclusive segmentation regroups profiles that belong in a type of classification containing various segments
A simple segmentation regroups profiles with a common characteristic
Step 2: Segmentation parameters
To define a segmentation, you will have to
define the name of your segmentation
determine if you want to track the history of the arrival of the profile in the segment/ its transition from a segment to another one. This is mandatory if you want to create marketing actions based on the transition from a segment to another one (for example: to identify every contact who moved from 'potential customer' to 'customer')
Exclusive Segmentation
Details of the step if the chosen type of segmentation is Exclusive
Mandatory: tick this box to make this segmentation mandatory for the whole profile table. It means that each profile will have to belong to one of the segments of the segmentation. There should be at lease two segments for this type of segmentation.
Therefore, it is necessary to define which of these segments is the "Default segment".
Tip
A mandatory exclusive segmentation will allow your automatic segmentation rule to be both simple and optimal by using the 'Add' action.
Simple Segmentation
Details of the step if the chosen type of segmentation is Simple
Member by default: you have to tick this box if you want each new profile created after the creation of this segmentation to be directly added to it.
Tip
If you check the "Member by default" box, every new profile will be automatically added to the segmentation right after their creation without taking into account any automatic segmentation rule in place for this segmentation.
This means that a profile will be added to the segmentation even if it does not fit the criteria defined in the rule. Profiles who do not fit the criteria will only be removed from the segmentation (as long as you selected the "Match" action) when the segmentation rule is triggered (once per day).
In such a case, it is important to keep in mind that there will be a delay between the profile import and the next rule execution.
Step 3: Mass update
At this stage, you will have to define what you would like to do with profiles already existing in your database.
You can decide to either add all existing profiles to a specific segment, or not to qualify them at the time.
Exclusive Segmentation
Details of the step if the chosen type of segmentation is Exclusive
If you defined this segmentation as mandatory applied to all profiles (you ticked the 'all profiles are always qualified for a segment' box at the previous step) then you will not be allowed to choose 'Do not add existing profiles to a segment'.
Simple Segmentation
Details of the step if the chosen type of segmentation is Simple
Step 4: Summary
Before the actual creation of this new segmentation in ACTITO, this last step will show a summary of what will be created.
After clicking on the 'Yes' button, the creation will be launched. Once completed, you will go back to the screen recapping the existing segmentations for the profile table, where you will see this new segmentation.
C. Adding a profile to a segment
After the creation of your segmentation, there are several options to specify that a profile belongs to a segment:
Directly at profile creation while importing data.
Via the creation of a segmentation rule. An automatic rule will allow to automatically update the segmentation to which a profile belongs.
By updating a profile (or a list of profiles) through a Webservice call.