Segmenting a Deal

To segment a Deal, navigate to the Catalogue page within the Store Manager, select the Vendor with deals that you wish to segment, and then select the Add Product button. Create a Deal, navigate to the Select Audience tickbox to load the segmentation widget.

Open

Alternatively, you can segment an existing Deal. Locate Vendor with deals that you wish to segment, and then search for the Deal you desire to segment by searching using the filter bar at the top of the My Catalogue page. Once located, once again navigate to the Select Audience tickbox to load the segmentation widget. Select the box.

Open

Once selected, a new Audience  section will appear, showing all of the Sites that the deal is connected to. Press the Select Audience button for the Site that you wish to segment at.

Following selecting your chosen Site, a new popup screen will appear. This popup will preview the number of users in the Audience (this will change once you add a segment), as well as a confirmation that you currently have no segments.

To begin segmenting, select the Add Segment button, this will create your first segment. 

To begin creating your segment, select the Add Filter button and choose your required filter from the drop down list. There are 9 available filters to use for segmentation, all of which are managed via Site Settings and are surfaced in the segmentation widget for creating your audience. 

If a segment you're after isn't available, (such as roles or user attributes), it is likely they require assigning in the Site Settings prior to appearing in the list. Please access our Site Settings Taxonomy page to find out how to add segments.

 To segment by Company for example, first, select Companies from the dropdown. This will default to zero companies selected. Expand the filter to view the list of companies.

Select the companies you wish to segment your deal to. You can use the Search Bar to locate a specific company. In addition, multiple companies can be selected. A Select All option is available at the top of the list.

The badge icon (1 in the below example) indicates how many options have been selected for your filter.

A Segment can consist of multiple filters. For example, if you wanted a deal to be segmented to members that worked at Equiem and were a Key Tenant Contact only, you would add another filter and add the Role Key Tenant Contact, this would appear as below:

If you wanted the product to be segmented to members who worked for Equiem or who are Key Tenant Contacts, you can add an additional segment that will contribute to the total audience size.

Click Add Segment and apply your chosen filter. The below example shows a deal that will be segmented to those who work for Equiem or are Key Tenant Contacts.

Note, the total estimated user count at the bottom of the widget won't necessarily add up to the total number of estimated users for each segment. This is because a user could exist across multiple segments but will only be counted once in the total.

Once you select your chosen segment or segments, select Save Audience. Save the Deal to confirm the segmentation.

To segment by any other audience type, the process remains the same.