Create a Segment

This page explains and demonstrates the steps to create a segment using the Lemnisk Marketing Automation Platform.

Steps to Create a Segment

Step 1: Click “+Add Segment”

Step 2: Select the Segment type In order to create a Segment, you must choose a segment type. At Lemnisk, there are three segment types:

1. Existing User: Users who have already visited your website or app once. For these users, Lemnisk CDP has at least one of these parameters - cookie ID, device ID, PII information, etc.

2. First-Time Visitor: Users who are visiting your website or app for the first time. For these users, Lemnisk CDP doesn't have any information yet.

3. Journey Builder: If you want to build automated journeys to target users, use the Journey Builder segment.

Step 3: Enter Segment details

1. Name: Name your Segment. It must be unique and range from 6-25 characters.

2. Segment Priority: A marketer can prioritize a segment considering the priority of that segment. Users who fall within two high-priority segments will be prioritized for campaigns held in those segments. It is medium by default. The user can alter the position from the highest to low priority as required.

3. Tags: The addition of descriptive keywords to a segment allows for easier analysis and helps to organize segments with similar identification. You can add multiple tags to a segment. It is also possible for you to add your own tags. To know more click here.

4. All Users Segment: If the segment contains all the users of the CDP, mark it Yes, or No.

5. Description: Give a brief about the segment. It should have at least should have 6 words.

Step 4: Apply Rules

1. Add Dimension: Dimensions are the parameters or rules on which the segmentation happens. For example, Last Page Visited, Existing Health Insurance User, etc. Contact your dedicated Lemnisk campaign manager to add more dimensions.

2. Choose Operator:

• Numbers/ String

  a. Equals: Checks if the source value is equal to the input.

  b. Not Equals: Checks if the source value is not equal to the input.

  c. Contains: Checks if the source contains the input value.

  d. Not Contains: Checks if the source doesn't contain the input value

• Time a. After: Tracks the time after HH:MM:SS Zzzz

  b. Before: Tracks the time before HH:MM:SS Zzzz

The input time format should be HH:MM:SS Zzzz (Zzzz denotes the time zone in the following format: (+/-)HH:MM, for example, input for 8:15 PM in India is 20:15:00+05:30). The time you set in the input will be compared as a time-of-the-day value, on a daily basis, with the time value in the dimension.

An example of a time-based rule in segmentation: I want to target users who landed on the product page before noon, with a proposal form link via Email.

Sample Rule: visit_timestamp before 12:00:00+05:30

• Date

  a. Before - where the provided date is before the source date.

  b. After - where the provided date is after the source date.

  c. On - The provided date is the same as the source date.

1. Set a value: Assign a value to the applied dimension.

2. Apply/Delete a rule: Click on the check icon to apply the rule or the delete icon to delete a particular rule.

At least one rule is required to create a segment.

Step 5: Inspect your Segment Audience Check the right side of the Applied Rules palette to view the Segment Audience and Reachability.

Segment and Channel Reachability: The number of users who fulfill the applied rules and you can reach out via different channels. The eye icon (👁️) adjacent to Segment Audience depicts the channels through which your audience is reachable and the number of users you can target via different channels.

Check the Segment Audience after each rule is applied.

Step 6: Add Rule/Group

• To add a rule, click on Add Rule and follow the same process.

• To implement a grouped rule click on Group Rule and use AND/OR logic, similar to the rules. You can add multiple groups and a sub-group to a group as per your use case.

Step 7: Apply Logic Apply AND/OR logic as per the applied rules.

AND: Segment the users who fulfill all the specified rules.

OR: Segment the users who fulfill any of the specified rules.

Step 8: Save your Segment Click “Save Segment” to save the Segment.

Demo: Create a Segment

Edit a Segment

You can edit your segment to make changes to it.

Step 1: Choose the Segment Click on the Segment name that you want to edit, from the Segment List.

Step 2: Edit your Segment Click on edit (📝) next to Conditions, to start the editing.

Step 3: Modify your Segment Implement changes to the Segment.

Step 4: Save the Segment Click on Save the Segment to save the changes made.

Step 5: Review active engagements A pop-up window will appear where you can review the active engagements and journeys set up for that segment.

Step 6: Verify Segment Edit Click on Confirm Segment Edit after ensuring that you want to implement the changes made.

Step 7: View your Segment A pop-up window will appear notifying the Segment Edited Successfully. Click on View the Segment to examine the changes made.

Step 8: View Versions of your Segment Click on the Version drop-down to view different versions of that segment.

Gif: Edit Segment

Duplicate a Segment

Step 1: Click the three dots on the right of the segment you want to duplicate and click on Duplicate.

Step 2: Change the name of that segment as the name of each segment should be unique.

Step 3: Modify the segment as per your own needs.

Step 4: Save the segment.

Archive a Segment

You can archive or unarchive the segment created. If a segment is Archived, all the engagements under that Segment will be deactivated and hidden from the UI.

1. Archive a segment: Click the three dots on the right of the segment and choose Archive. Once the segment is archived, it will be shown on the Archived tab on the Segment listing page.

2. Unarchive a segment: Click the Archived tab on the segment listing page and then click on the three dots for the segment you want to unarchive and select Unarchive.

Segment Listing

Segment List

You can view all segments, existing users, first-time users, journey, and archived segments in the different tabs on the segment listing page. The Segment List has various attributes:

1. Toggle switch: To activate and deactivate a segment.

Once a segment is activated or deactivated, please wait at least 10 minutes for the changes to start reflecting. Please note that campaigns running on Onsite Notification, Notification Bot, and Banner Personalisation channels may take up to 1 hour to start reflecting.

1. Segment Name: Name of the segment.

2. Active Channels: Total channels for which an engagement is created for the segment.

3. Segment ID: Unique ID assigned to each segment.

4. Priority: The priority for the segment.

5. Tag: A label for identification purposes.

Add or Remove a Tag

It is possible to create and add multiple tags to your segment in the Lemnisk Marketing Automation platform. This will enable you to add multiple labels to your segment. The tag list can be edited if you have already created a segment.

Gif: Edit Tags