Create a Segment

The Loyalty platform allows you to create a new Segment, either by copying an existing Segment, or by defining a new Segment from scratch.

Copy an Existing Segment

To copy an existing Segment to use as the basis for a new Segment:

  1. Select Members from the top navigation bar, then select Segments from the side navigation menu. The Segments screen is displayed.

  2. Search for and select the desired Segment (see Search for a Segment for more information on the available search options). The Segment Details screen is displayed, with the Rules tab selected by default.

  1. In the header section of the Segment Details screen, click the Copy icon. The system creates a new Segment and displays the Segment Details screen. The default name of the new Segment is the name of the base Segment template, followed by an incremental counter, such as "(1)."

  1. Optionally, to rename the Segment, within the header area of the screen, click the Edit icon. The Edit Segment pop-up window is displayed. Enter a descriptive name in the Display Name field.

  1. When copying objects, the recommended best practice is to change the new object’s internal name. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

Note: The internal name must be unique and can not include any special characters or spaces; only numbers, letters, and underscores are allowed. Do not change the internal name once the Segment is published.

  1. Click Save.

Create a New Segment

To create a new Segment from scratch:

  1. Select Members from the top navigation bar, then select Segments from the side navigation menu. The Segments screen is displayed.

  2. In the Display Name field, enter the Display Name value of the new Segment.

  1. Click Create. The Segment Details screen is displayed with the Rules tab selected.

Additional Information

For additional information on how to configure the new Segment, please see the following Help Center articles:

  • Edit Segment Properties

  • Define Segment Rules

  • Evaluate Segment Conditions

  • Test Member Count

  • Set Segment Effectivity Period

  • Publish a Segment

  • Deploy Segment Metadata