Segments allow you to create audiences for emails, create reports to export or email out regularly, and investigate existing data in your account.
ROI has the ability to import data from multiple systems and flat files, merge the data into tables, and apply custom business rules in the segment builder to create targeted segments based on existing data. Segments exist in real time based on form submissions into ROI, email activities such as email opens and clicks, website activities and data imports. If the data meets the segment criteria is will be returned in the query.
Table: Choose the table you would like to segment off of based on the tables available in Step 1.
Column: Select the desired data field from the table.
Operator: Select the appropriate operator
- Equal To (=)
- Greater Than (>)
- Less Than (<)
- Not Equal To (!=)
- Not In
- Doesn't Contain
- Starts With
- Ends With
Equal To (=): Data in Email column that equals "email@example.com" exactly.
Greater Than (>): Data in EventDateTime column with an event greater than five days ago " %%today%%-5 " criteria.
Less Than (<): Data in EventDateTime column with an event less than five days ago " %%today%%-5 " criteria.
Not Equal To (!=): Data in Email column that is not equal to blank. The query will return any contact record with data in the email field because it's not blank.
In: "In" is the comma separated value of the "Equal To" operator. The criteria must exactly match the data in the fields, and also must be separated by a comma with no space following the comma.
Not In: "Not In" is the comma separated value of the "Not Equal To" operator. The criteria must exactly match the data in the fields, and also must be separated by a comma with no space following the comma.
Contains: Data in Email column contains "firstname.lastname@example.org" criteria.
Doesn't Contain: Data in Email column does not contain "@rightoninteractive.com" criteria. Keep in mind that this operator does not pull the blanks, so if you also want blanks included add an additional line of criteria.
All contacts with an email address that doesn't include @rightoninteractive.com
All contacts with a Campaign Donor field that doesn't contain Donor or is blank.
Starts With: Data in Phone column starts with "(317)" criteria.
Ends With: Data in OwnerEmail column ends with "rightoninteractive.com" criteria.
"Includes" is the comma separated value of the "Contains" operator. The criteria must contain the data in the fields, but criteria does not have to be exact. It also must be separated by a comma with no space following the comma.
If you use the "In" operator you must type out the full name (e.g. Zionsville,Indianapolis,Beech Grove), but if you use the "Includes" operator you can type in part of the name (e.g. Zion,Indian,Beech). Any city that includes Zion, Indian or Beech will be pulled in the segment query, for example.
Keep in mind that there are many ways to write a segment and achieve the same results. For example, utilizing the Email > Equal To > email@example.com and Email > Contains > firstname.lastname@example.org will likely return the same result. Learn more about segments.
Contact email@example.com with additional questions.