Segmentation is the activity of filtering a collection of customer or account profiles. Within Treasure Data, you can create segments, based on the touch point from any channel.

You can create two types of segments from your master segment:

Batch Segments

Real-time Segments

Batch segmentation occurs against master segments built from data across a variety of different sources, and unified using Treasure Workflow and the master segment creation features. As such, these master segments can be more deeply enriched and customized to handle your marketing team’s most complex use cases.

Batch Segments can then be used for exporting to (activating) marketing tools and advertising networks, such as email campaign platforms and social networks. In addition, you can use Batch Segments to enable real-time personalization for people visiting your website, using the Profiles API.

Real-time segmentation operates against streaming data as the data arrives into Treasure Data in real-time. As such, it’s currently limited for use against data deriving from websites with JavaScript SDK installed. In addition, it’s limited to a more narrow range of segmentation logic.

The advantage of Real-time Segmentation is that it can be used to create segments from even the most recent actions taken by someone on your website, including visitors coming to your website for the first time.

Real-Time Segmentation can be used to enable real-time personalization for people who are visiting your website, using the Profiles API.

Limitation

If you know you need to filter based on an array type, you can use Batch segmentation. Real-time segmentation does not support filtering based on array types.

Creating a New Segment

The master segment must already be built-in Master Segments.

  1. Navigate to Audience Studio > Segments.

  2. From the Create Batch Segment action menu, select one of the following.

  3. Save your segment.

Adding Rules for Attributes, Behaviors, Existing Segments, and Predictive Scoring

Creating a batch or real-time segment requires defining rules for attributes and behaviors.

If Attributes or Behaviors is greyed out, it is because the master segment was created without either an Attribute or Behavior table specified.

Adding Profile Behaviors

  1. After creating a batch or real-time segment, select Add Behavior from under Profile Behaviors:

  2. Use all or any drop down to indicate whether a segment matches all or any of the specified attributes, behaviors, or existing segments.

  3. Define a new rule or select the Add Rule link.

  4. Make selections as necessary for your behavior rule.

  5. Save your changes.

Adding Attribute Rules

  1. After creating a batch or real-time segment, select Add Rule from under Profile Attributes.

  2. Use all or any drop down to indicate whether a segment matches all or any of the specified attributes, behaviors, or existing segments.

  3. Select an attribute.

  4. Select the best attribute filter for your segment.
    Refer to Segment Attribute Filter Reference

Adding a Timestamp Rule for Behaviors

Refer to Segment Timestamp Operators.

Adding a Rule for an Existing Segment

This option allows you to include or exclude profiles from a particular segment that is part of the same master segment.

  1. Select the segment.

  2. Select Rules in the right-side panel.

  3. Select the Pencil icon.

  4. Select whether to Include or Exclude profiles and select from where.

Adding a Rule for Predictive Scoring

To improve and refine your segments, you can use the predictive scoring feature.

Activating Your Segments

After you create your segments, you can activate them to an external source for a campaign or reporting. You can also use them with the Profiles API. Refer to the following topics: