After creating a segment, you can create rule sets to refine the segment:
- Apply one rule or multiple rules.
- Create custom rules using advanced match logic.
- Create multiple rule sets and apply them using advanced match logic.
- Add drag-on rules. (Drag-on rules must be enabled in the Parent Segment.)
Individual rules are categorized by Attributes, Behaviors, Group Attributes, Group Behaviors, Existing Segments, Funnel Stage, and A/B variants.
| Rule Type | Description |
|---|---|
| A/B Variant | A predefined rule set for up to 5 variants of the same segment. |
| Attributes | Predefined characteristics of the customer such as age, email, gender, etc. |
| Behaviors | Predefined behaviors of the customer such as page views, purchases, etc. |
| Existing Segments | A predefined rule set used for another segment |
| FunnelStage | A predefined rule set for stages of an existing Funnel |
| Group Attributes | Predefined characteristics of the “group” that customers (or profiles) belong to. For example, if you were to consider a group as an account, then group attributes might be things like company name, number of employees, annual revenue, etc. |
| Group Behaviors | Predefined behaviors of the group such as page views. These would be behaviors that relate to the group as a container, not customer or profile-based data. |
Group Attributes and Group Behaviors are only available if a hierarchical group has been defined for the parent segment.
- Open TD Console.
- Navigate to Audience Studio and select the segment for which you want to create rules.
- Select Edit segment rules.
- Rules are listed in the right-side menu by category. Select the sort icon to sort attributes and behaviors alphabetically. To add a rule, select or drag it into the rule-set space.
- For each attribute rule that you add (from an individual attribute or an attribute group), select the operator from the dropdown and edit the values.
Use the operators at the top of the list to compare numbers. String comparison operators are at the bottom of the list.
- Scroll down to review existing behavior rules. Choose a behavior rule and select it or drag it to the rule. Select the filter for the behavior, and then select a value from the dropdown. Select the count, operator, and value, and then set the time frame.
- For any existing segment and funnel stage rules, drag the category into the rule space. Select include or exclude and select the segment or funnel stage.
If you want to view the existing rules for that segment or stage, click on the Open segment in new tab icon.
After you have completed your ruleset, select your match logic type from the dropdown.
| Match logic type | Description | Max. Rules |
|---|---|---|
| all | includes profiles that match all rules | No limit |
| any | includes profiles that match any rules | No limit |
| advanced | includes profiles that match custom logic i.e. (1 and 2) or (3 and 4) | Max. 26 |
If you choose Advanced, you need to type in your custom logic next to the match logic type dropdown. Learn more about match logic rules.
After you have completed your ruleset, name your rule set by clicking on Name your rule set and selecting the pencil icon.
You can add additional rule sets.
After adding the rule sets needed, select your match logic.
| Match logic type | Description | Max. Rule Sets |
|---|---|---|
| all | includes profiles that match all rule sets | No limit |
| any | includes profiles that match any rule sets | No limit |
| advanced | includes profiles that match custom logic i.e. (1 and 2) or (3 and 4) | Max. 9 |
If you choose Advanced, you need to type in your custom logic next to the rule sets match logic type dropdown. Learn more about match logic rules.
- Reorder your rules or rule sets as needed. After completing your rule sets, select Save.
When group attributes are added to segment rules, they are displayed with [Group] prefix.
To exit the editor, select X, Cancel, or the ESC key.
If your rules are too restrictive to return any profiles, you receive an error message.If you have full permissions in this folder, but one or more of your rules or rule sets references a segment in a folder in which you don't have Full or View permissions, you receive an error message.When using the drop-down menu to select the segment operator values you want to include, a maximum of up to 10,000 values are returned.