Segmentation Service UI guide
ÃÛ¶¹ÊÓƵ Experience Platform Segmentation Service provides a user interface for creating and managing audiences and segment definitions.
Getting started
Working with audiences and segment definitions requires an understanding of the various Experience Platform services involved with segmentation. Before reading this user guide, please review the documentation for the following services:
- Segmentation Service: Segmentation Service allows you to segment data stored in Experience Platform that relates to individuals (such as customers, prospects, users, or organizations) into smaller groups.
- Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
- ÃÛ¶¹ÊÓƵ Experience Platform Identity Service: Enables the creation of customer profiles by bridging identities from disparate data sources being ingested into Platform.
- Experience Data Model (XDM): The standardized framework by which Platform organizes customer experience data. To best make use of Segmentation, please ensure your data is ingested as profiles and events according to the best practices for data modeling.
You should also understand the following key terms that are used through this document and understand the difference between them:
- Audience: A collection of people who share similar behaviors and/or characteristics. This collection of people can either be generated by ÃÛ¶¹ÊÓƵ Experience Platform using segment definitions (Platform-generated audience), audience composition, or from external sources such as custom uploads (externally generated audience).
- Segment definition: The rules ÃÛ¶¹ÊÓƵ Experience Platform uses to describe key characteristics or behavior of a target audience.
- Segment: The act of separating Profiles into audiences.
Overview
In the Experience Platform UI, select Audiences in the left navigation to open the Overview tab displaying the Audiences dashboard.
Audiences dashboard segments-dashboard
The Audiences dashboard outlines key metrics related to your organization’s audience data.
To learn more, visit the audiences dashboard guide.
Browse browse
Select the Browse tab to see the Audience Portal. Audience Portal provides a list of all the audiences that belong to your organization and sandbox, and includes details such as the profile count, origin, created date, last modified date, tags, and breakdown.
In addition, Audience Portal lets you create new audiences using Segment Builder or Audience Composition, as well as import externally generated audiences into Platform.
For more information about Audience Portal, please read the Audience Portal overview.
Compositions compositions
Select the Compositions tab to see a list of all the audiences generated through Audience Composition for your organization.
By default, this view lists information about the audiences including the name, status, created date, created by, last updated date, and last updated by.
Next to each audience is an ellipsis icon. Selecting this displays a list of available quick actions for the audience.
You can select the
A popover appears, listing all the fields that can be displayed within the table.
Draft, Inactive, and Published.To see how the audience is composed, select an audience’s name within the Audiences tab.
The Audience Composition page appears with the building blocks that compose your audience. For more details about how to use Audience Composition, please read the Audience Composition UI guide.
Federated Audience Composition fac
In addition to audience compositions and segment definitions, you can use ÃÛ¶¹ÊÓƵ Federated Audience Composition to build new audiences from enterprise datasets without copying underlying data and store those audiences in ÃÛ¶¹ÊÓƵ Experience Platform Audience Portal. You can also enrich existing audiences in ÃÛ¶¹ÊÓƵ Experience Platform by utilizing composed audience data that has been federated from the enterprise data warehouse. Please read the guide on Federated Audience Composition.
Streaming segmentation streaming-segmentation
Streaming segmentation is the ability to do segmentation on Platform in near real-time, while focusing on data richness. With streaming segmentation, qualification for segmentation now happens as data lands into Platform, alleviating the need to schedule and run segmentation jobs.
More information about streaming segmentation can be found in the streaming segmentation user guide.
Edge segmentation edge-segmentation
Edge segmentation is the ability to evaluate audiences in Platform instantaneously on the edge, enabling same page and next page personalization use cases.
More information about edge segmentation can be found in the edge segmentation UI guide
Policy violations
Once you are done creating your audience, the audience will be analyzed by ÃÛ¶¹ÊÓƵ Experience Platform Data Governance to ensure there are no policy violations within the audience. See the Data Governance overview for more information.
Next steps and additional resources next-steps
The Segmentation Service UI provides a rich workflow allowing you to create marketable audiences from Real-Time Customer Profile data.
To learn more about Segmentation Service, please continue reading the documentation. To learn how to use the Segmentation Service API, please read the Segmentation Service developer guide.