Adding Criteria to a Segment

About this task

Criteria contain the details that define which contacts appear on a segment. Criteria are contained within rules. When you add a criterion, it gets added to a rule. A rule can contain one or many criteria. Each criterion contains different options that allow you to define who will appear on a segment.

It is important to note how the use of criteria and rules can affect a contact's segment eligibility.
  • When your segment's Match Type is Match All Rules (default): A contact must meet criteria in every rule in the segment in order to qualify. However, they only need to meet one of the criteria in each rule. So, if your segment has two rules and each of the rules has three criteria, they only need to meet one of the criteria from each rule.
  • When your segment's Match Type is Match Any Rule: The contact must meet all of the criteria in a rule in order to qualify for the segment. If you have multiple rules, they must meet the all of the criteria in one of the rules in order to qualify for the segment. So, if your segment has two rules and each of the rules has three criteria, the contact only needs to meet all three criteria for one of the rules.
If your segment uses order data and the Match Type is Match Any Rule, a contact can only qualify for a segment when all of the criteria are met within a single order. But when your segment uses order data and the Match Type is Match All Rules, they can be added to a segment when they meet the criteria across multiple orders. This is because of how order data is analyzed. When an order must meet all of the criteria for a rule, as soon as the order does not meet a criteria the contact associated with the order is not included.

Procedure

  1. Go to Contacts > Segments.
  2. To
    • Create a new segment, click Create New Segment.
    • Edit an existing segment, click the pencil icon Edit Segment in the row associated with the segment you want to edit.
  3. Click Add Criteria in a rule.

    Criteria must be added to a rule. A rule can contain one or many criteria. For more information on adding rules, see Add Rules To A Segment.


    Add Criterion
  4. Select a category.
    Select Criteria Category
  5. Select a criterion.
    Select Criteria Type

    If you move your mouse over a criterion's name, a description will appear that describes what the criterion allows you to accomplish.

    The criterion is added to the rule. Each criterion contains its own unique options that define who will appear on the segment.