Table of Contents

Segment search

Segment search is a query tool which makes it possible to find users matching a set of criteria you define. Segment Search is an older feature, and many of the parameters are dependent on the old statistics module which is deprecated in DW10, so we recommend that you use queries if at all possible.

Overview User Query

To create a new Segment Search:

  1. Open the context menu for the Segment Search node and click New Segment Search
  2. Configure the overall segment search settings:
    • Provide a Name
    • Set the maximum number of Rows to fetch
    • Under Select by specify which fields you want to sort the list by, and the direction (ascending or descending)
  3. Click Save

Next, you need to add the expressions that control which users are included in this search:

  1. Open the context menu for the newly made segment search node and click Edit
  2. Under the Rules section click Manage
  3. Click + New Root Expression - or New Group to create a group of expressions
  4. For each expression you select a field, and operator and a value to test for.

There are five categories of fields to filter on:

  • User information - e.g. name, country or email permission
  • Audit information - e.g. creation date, created by, and email permission updated on
  • Behavior on website - e.g. last login time, loyalty points total, or last order date
  • Behavior for email marketing - e.g. has received and opened a particular email, has clicked these links in a specific email
  • Custom fields - more information on custom user fields and how to create them can be found in this article.

The type of field selected determines which operators are available - a boolean field will only have the operators Equals and NotEqualTo, an integer field has e.g. Equals, GreaterThanOrEqualTo, etc.

Likewise, what you can do with the value field depends on the field selected; some fields will expose a set of terms you can choose from (e.g. true and false), others allow you to write a value to test for.

When you've created the appropriate expressions and saved, click the segment search in the left-side menu to see the list of users returned by this search.

Warning

Please note that segment searches are calculated by a scheduled task running the Calculate user segment search results. While you may do things with a segment search, e.g. create dynamic user groups, note that the users are not truly assigned to the group before the scheduled task has been executed.

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