Add Rules To A Segment

About this task

Rules are used to group together individual criterion which define the rule.

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.

To add a rule to a segment:

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 Rule.
    Add Rules