Combined segments:: Creating combined segments – Emarsys

You can combine multiple segments and data attributes to target your contacts more accurately. By combining segments, you can create multi-layered, complex segments which are much more efficient than using many segments side by side.

All the combined segments you have already created are displayed on the Combined Segments overview page. On this page, you can also create new combined segments including contact lists and segments.

Creating a combined segment

By combining segments, you can:

build complex combined segments in a flexible way,
combine segments and contact lists by using both the Match all (AND) and Match any (OR) operators within a single group,
create nested subgroups within groups,
view and negate selected segments and contact lists.

You can create a combined segment as follows:

1. Choose one from the following options to create a combined segment:

Navigate to Contacts > Combined Segments, then click Create Combined Segment.
Go to Contacts > Segments and click the icon.
On the Segment Details page, click Combine this segment in the top right corner.

2. Enter your segment's name and add a description.

3. Specify your target audience.

Important:

A combined segment can contain a maximum of 2 groups.
You can add a maximum of 25 subgroups to each group or subgroup.
Subgroups can be nested up to 2 levels.

4. When you are ready, click Save.

Empty groups and subgroups will be deleted.

5. To check the size of your target audience, click Calculate.

After clicking Calculate or Recalculate, you don't need to wait for the calculation to be finished on this page. When the calculation is ready, a notification will appear in the bottom right corner and in the Notification Center. To open the combined segment, click View Combined Segment.

You can display all the contacts within your combined segment by clicking View contacts.

Specifying your target audience

Here you can:

link subgroups, segments and contact lists by using operators,
name groups and subgroups,
add criteria to your combined segment,
add subgroups to your combined segment,
add an exclusion to your combined segment,
collapse or expand groups.

Linking subgroups, segments and contacts lists by using operators

You can link subgroups, segments and contact lists and define their relationship within a group or subgroup by using the Match all (AND) or Match any (OR) operator.

Naming groups and subgroups

You can name groups and subgroups by clicking the icon in the group's header.

The selected segment's type is displayed next to its name.

Adding criteria to your combined segment

You can add segments or contact lists to the group or subgroup by clicking Add Criteria.

Here you can:

Negate a segment by clicking the + NOT icon. You can exclude contacts in a segment from your combined segment by negating the selected segment.

Be careful with the selected operator when negating segments. The following examples show you how the operators can change the segment results when using negated segments.

Suppose that your contacts live in New York, Berlin and Budapest:

If your group contains the segments Continent is Europe OR NOT City is Budapest, then your combined segment will include contacts living in Berlin and New York.
If your group contains the segments Continent is Europe AND NOT City is Budapest, then your combined segment will only include contacts living in Berlin.

You can see the second example in the following image:

View a segment by clicking the icon.
Replace a segment by clicking the Replace segment icon. After selecting the segment you need, click Replace. This way, you can simply replace a segment that you added accidentally to your combined segment without removing it and selecting another segment.
Delete a segment by clicking the icon.
Move a segment or contact list to another group or subgroup as follows: click the icon, then click the dashed line where you would like to move your criteria. The dashed lines show you the locations where you can move your segments to. If you don’t want to move the selected criteria, click Cancel at the bottom of the screen.

Adding subgroups to your combined segment

You can add subgroups within a group or subgroup by clicking Add Subgroup.

Notes:

Subgroups can be nested up to 2 levels.
You can create complex groups by using different operators (Match all (AND) or Match any (OR)) on different levels.

Here you can:

Link the elements within a subgroup by using the Match all (AND) or Match any (OR) operator.
Add a segment or contact list by clicking Add Criteria.
Add another subgroup by clicking Add Subgroup.
Delete a subgroup by clicking the icon.

Adding an exclusion to your combined segment

You can add another group to your combined segment by clicking Add Exclusion Groups can be linked by using the AND, AND NOT or OR operators.

Collapsing or expanding groups

You can collapse or expand all groups and subgroups as follows:

To collapse all groups and subgroups, click Hide All Details in the top right corner. As a result, all groups and subgroups will be hidden and the number of criteria within all groups will be displayed.
To expand all groups and subgroups, click Show All Details.

You can collapse or expand a group or subgroup as follows:

To collapse a group or subgroup, click Hide details in the group’s header. As a result, all criteria within the group including subgroups will be hidden and the number of segments contained within the group or subgroup will be displayed.
To expand a group or subgroup, click Show details in the group’s header. If you expand a group or subgroup containing collapsed subgroups, then those subgroups will still be folded, so you need to expand them one by one.

Example

In the following example, you can see a combined segment targeting contacts who:

Are millennials

AND

Opened the veganuary campaign OR have affinity for the eco-friendly product line OR purchased a product that belongs to the sustainable category

AND

Did NOT open the app within the last week OR are NOT club members OR did NOT purchase an item in the last 10 days.

This combined segment looks like as follows:

Instead of using the negate option for each segment in subgroup AB, you can add another group to your combined segment and set the operator to AND NOT. This is how this approach looks like:

Need assistance with your Emarsys product?
We'll get you the help you need!

Segments & Lists