How to Create Marketing Campaign Segmentation

Segment Automated Marketing Campaigns

Click on the ‘Marketing Automation’ app which is located in the Marketing Cloud in the App Drawer screen.

CloudOffix App Drawer page, Click the Marketing Automation App to begin.

Fig. 1: CloudOffix App Drawer page, Click the Marketing Automation App to begin.

In the campaigns screen, Click ‘Segments’ from the ‘Campaigns’ menu.

Campaigns Menu

Fig. 2: Campaigns Menu

Click on the ‘New’ button to create a new campaign.

The New button

Fig. 3: The New button

Write a name for the segment, which is a mandatory field.

The name field is a mandatory field

Fig. 4: The name field is a mandatory field

Select the campaign for the segment to be applied or, create and edit a new one.

Select a campaign or create a new one

Fig. 5: Select a campaign or create a new one

Select the synchronization settings.

Determines an additional criterion to add to the filter when selecting new records to inject in the campaign. ‘No Duplicates’ prevents selecting records which have already entered the campaign previously. If the campaign has a ‘unique filed’ str, ‘no duplicates’ will also prevent selecting records which have the same value for the unique filed as other records that already entered the campaign.

Synchronization

Fig. 6: Synchronization

Select data to be filtered for the segment

Select Filter settings

Fig. 7: Select Filter settings

Click ‘Save’ to save the segment.

Click ‘Run’ to activate the segment on the selected campaign.

Save and Run

Fig. 8: Save and Run

The progress bar shows the status of the segment.

Progress bar

Fig. 9: Progress bar

Congratulations! You have just created a Marketing Campaign Segment!.