Web Segments web-segments
View Segment view-segment
The Segments tab displays all of the custom defined segments that you set up based on various attributes. A segment is a collection of visitors that meet the specified criteria defined in the 鈥楽et a Segment鈥 page. A segment can be visitors from a specific industry, location or based on the visitor鈥檚 onsite activity.
In Web Personalization, a visitor can match more than one segment. For example, if there is a segment for USA visitors and a segment for finance companies, a web visitor from Bank of America would match both the segment for USA visitor and the segment for finance companies.
GRAPH: The Segments page displays a bar chart graph of the selected segments according to the number of visitors from the segment (y axis) and the segment name (x axis).
See how to create and view segment labels
Segments - Right-hand Panel
Selecting a segment in the table reveal additional details about the segment in the right-hand panel.
These details include:
- Segment鈥檚 name
- Segment鈥檚 date of creation
- The associated campaigns showing the campaigns operating with the segment. Clicking the number of reactions takes you to the campaigns page displaying the Campaign CTA (Call to Action) for the segment
- The number of matches (amount of visitors that met the segment criteria) for the segment and the number of distinct (unique) visitors that matched the segment. Clicking on the unique visitor link takes you to the visitor鈥檚 page displaying the results of the segment
- The owner/user creator of the segment
- The domain sites associated with the segment
- A short summary of the selected criteria of the segment
Enable or Disable a Segment enable-or-disable-a-segment
To enable or disable a segment, select the checkbox of that Segment in the table and in the 鈥淐hoose Action鈥 drop-down box at the bottom of the table, select the action 鈥淓nable鈥 or 鈥淒isable鈥. When a segment is disabled, the word 鈥渄isable鈥 displays under the State column.
Create Segments create-segments
The segment you create meets whatever specific criteria you define in the Set Segment page. You can customize your segments based on a combination of criteria as well, targeting a specific audience in your campaign.
To create a new segment
From the Segments page, click Create New under the graph. The following screen appears.
Define general parameters to your segment:
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Name: Name your segment.
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Description: Provide a more detailed explanation of the segment criteria.
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Domains: Select the domain/s you want to include in the segment.
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Segment Rule Logic: Select an AND / OR logic to build each segmentation attribute
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Timing: Define the level of visitor engagement you want in your campaign
- On Entry: Engage from the visitor arrives on the website
- After 1st - 9th Click: Engage the visitor after a specific amount of clicks on the website
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Use All Filters (1 and 2 and 3鈥)
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Use Any Filters (1 or 2 or 3鈥)
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Advanced Filters (using and / or expressions)
Advanced filters allows you to control the segment condition. Enter the filter numbers separated by 鈥渁nd鈥 and 鈥渙r鈥.
- 1 and 2 and 3
- 1 or 2 or 3
Mixing 鈥渁nd鈥 and 鈥渙r鈥 requires parenthesis to clarify logic intention. e.g. 鈥1 or 2 and 3鈥 must be written as one of the following:
- 1 and (2 or 3)
- (1 and 2) or 3
Nested parenthesis are accepted for more complicated logic.e.g.
- (1 and 2) or (3 and 4)
- 1 and (2 or (3 and 4))
Check your logic after any insert, delete or reorder.
Drag and drop Segment attributes from the right hand side column into the segment editor on the left side:
Firmographics firmographics
Location
Drag and drop Location into the segment editor.
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Select from the following parameters:
- Include - Select whether you want the campaign to include or exclude a location.
- Select country to add - From the drop-down box, select the country you wish to include in the segment. The country name appears to the right. You can choose multiple countries.
Once the country is added, you can specify the state, city and zip code of the segment as well.
- Select State or Province to add - From the drop-down box, select the U.S. state or Canadian Province you wish to include. You can make multiple selections.
- Zip Code - Enter the zip code you wish to include in your segment.
- Cities - Enter the city or cities you wish to include. Use a semicolon between cities.
Industries Under the Profile Segmentation section, check the box next to Industry.
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Select from the following parameters:
- Includes - Select whether you want the segment to include or exclude an industry.
- Select Industries to add - Select the industry you wish to include in the segment. The industry appears below the drop-down box. You can choose multiple industries.
Organization Group
Under the Profile Segmentation section, check the box next to Organization Group.
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From the drop-down box, select from the following choices:
- Fortune 500 - Includes only Fortune 500 companies in this segment
- Fortune 1000 - Includes only Fortune 1000 companies in this segment
- Global 2000 - Includes the Global 2000 companies in this segment
- Enterprise - Includes organizations with more than 1,000 employees and revenue greater than $250M
- SMB - Includes only small and medium businesses in this segment
-Named Accounts-
Organizations
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Is from these companies (specific names)
- Select company to target from the 鈥楽elect company to add鈥 drop-down.
- You can type the exact organization name you wish to target. *It is always recommended to use Named Account Lists instead of typing the names manually for better matches (see below).
Named Account List
Select from a Named Account List to segment key targeted accounts.
Exclude ISP
Excludes Internet Service Providers (ISPs) from the segment.
Known People known-people
Database
Web Personalization integrates with your Marketo Database, allowing you to segment and personalize campaigns by known person attributes and data.
Select Database, and select a person data field from the drop-down. Select the + to add fields from the drop-down.
You can add or remove person data fields from Account Settings > Database
Marketo Email Campaign Segment and personalize campaigns by email referral from a visitor clicking on a Marketo email and arriving on site. Segment by Marketo Program Name or Campaign Name and continue the conversation from email to web. Select the + to add fields from the drop-down.
Status
Define your segment according to a prospect鈥檚 status: known or anonymous.
- Known - Select this option from the drop-down box for known visitors. A visitor is known when they submit a form on your website and appear in the Web Personalization People page.
- Anonymous - Select this option from the drop-down box for anonymous visitors.
Behavioral behavioral
Visits - Define your segment according to visitor behavior or identify.
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Number of Visits - Select this option from the drop-down box to specify the number of visits for prospects on the website.
- Select Equals, Equals or Greater Than, or Equals or Less Than from the drop-down box.
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Specific Visits - Select this option from the drop-down box to specify a specific visitor.
- In the text box to the right, enter the visitor number you wish to track. The unique Web Personalization visitor identification number can be found when clicking on a visitor (in the visitors page) and the Set Campaign on the right side panel. The Visitor ID is located in the Advanced Settings section. The visitor ID can also be found in the URL (e.g. VISITOR=JZZJIFJNUI60PZ8Y97BHTY9BL8PKWS).
Search Terms - Define a segment according to a prospect鈥檚 search terms.
- The visitor searched for - From the drop-down list, select the terms you want to track from your visitors search, or add your own search terms. (There is no need for the * wildcard on search terms as it is set as default to include phrases that contain the search term).
Referrals - Add URLs that the visitor was referred by.
- Select referrals to add - From the drop-down list, select the referral sites you wish to track or add your own referral. Once selected, the referrals will appear in the box below. (Using * as a wildcard is permitted)
Include Pages - Track specific pages prospects visited on your website.
- URL matches - Add the URL of specific web pages you wish to track. You can add multiple URLs by separating them with a semicolon. (Using * as a wildcard is permitted).
Exclude Pages - Exclude specific pages that you do not want to match in the segment. (Using * as a wildcard is permitted).
- URL does not match - Add the URL of specific web pages you wish to exclude from tracking. You can add multiple URLs by separating them with a semicolon
Device / Browser device-browser
Mobile OS
Drag and drop the Mobile OS into the Segment editor
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Visitor type
Mobile OS - From the drop-down box, select from one or more mobile OS listed. The selected mobile OS appear below.- The visitor is using any mobile device
- The visitor is using this specific device/OS
- The visitor is not using any mobile device
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Device - From the drop-down list, select from one or more devices (Apple, Samsung, LG, HTC, Nexus, Blackberry etc鈥). The selected devices appear below.
Browser
Target visitor that use specific browser types and/or versions.
- Browser Type - From the drop-down box, select one or more Internet browsers . The selected browsers appear below.
- Browser Version - Enter the browser version you wish to add to the segment. You can select multiple versions by separating each with a comma. (Using * as a wildcard is permitted).
API api
Data Events - Segment visitors that trigger specific Custom Data Events
Add the Event value you want to target. E.g. from third party data sources.
User Context API
Web Personalization API call read more about it here.
Edit Segments edit-segments
You can edit a segment that has been created.
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To edit a Segment, go to Segments.
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In the Segments table, click on the edit icon (
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Apply any edits or changes you wish to make on the segment.
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Click Save.
Delete Segments delete-segments
You can delete segments you have created.
- From the Segments page above, select a segment.
- Click the delete icon (
- A confirmation message appears, confirming that you are about to delete the Segment.
Great! Now that you understand the Segments section, let鈥檚 learn about campaigns.