Edit Segment Properties

To edit the properties of a 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.

3. Within the header area of the screen, click the Edit icon. The Edit Segment pop-up window is displayed.

4. In the Display Name field, optionally change the name of the Segment.

5. 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.

6. Optionally, in the Description field, enter a description of this item.

7. To modify the Execution Type, check Edit Execution Type. A confirmation dialog box is displayed; click Ok. Select the desired Execution Type:

   • EDP (Engagement Data Platform): This Execution Type uses aggregated data, and does not support dynamically-calculated Segments. The EDP Execution Type is primarily intended for use cases where you need to calculate all the individuals that belong in a particular Segment. A common use case for EDP Segments would be email sends, where you're using a Segment to identify the audience of email recipients.

   • Golden Record: This Execution Type uses a "wide row" design, meaning that everything about an individual is available within a single row. This method is primarily intended for use cases where you need to calculate to which Segments a single individual belongs. The Golden Record Execution Type supports dynamic Segments that are computed as needed, such as for website personalization. The Golden Record Execution Type also supports the use of custom Groovy code if you need to define more sophisticated logic.

8. For EDP Segments, to modify the Authoring Mode, check Edit Authoring Mode. A confirmation dialog box is displayed; click Ok. Select the desired Authoring Mode:

   • Simple: Build the Segment logic via a user-friendly interface.

   • Advanced: Define the Segment logic via a query.

   • Traditional: Build the Segment logic using the "condition builder" user interface. 

9. For Golden Record Segments, check Dynamic if you need the Segment to immediately add or remove individuals, whenever their attributes or activity history changes. Every API call will cause the platform to re-evaluate the individual referenced in the API, and determine their inclusion in this Segment. This option should be used carefully, as it can have an impact on system load and performance. Leave this option unchecked (referred to as a Static segment) if the Segment needs to be evaluated only when the marketer manually refreshes the Segment, or when the system performs batch processing, such as a Message deployment or a Scheduled Job. Static Segments require less processing overhead than Dynamic Segments. 

Note: The Dynamic feature for Segments is resource-heavy, and having multiple Dynamic Segments could impact the overall performance of your program. Please speak with your Zeta team to discuss possible alternative solutions to using Dynamic Segments.

10. For Golden Record Segments, check Triggered to automatically refresh the Segment when any Member Activity of any type is recorded. For performance reasons, if you set a Segment to Triggered, the best practice recommendation is to also enter a Filter (see below).

11. Optionally, check Holdout Group to enable a Holdout Group for this Segment. Note that this option is not supported if you selected either Dynamic or Triggered above.

12. For Golden Record-type Segments, optionally enter a Groovy script expression in the Filter field.  A Filter allows you to refresh a Triggered Segment only when a specific Activity type occurs, rather than any Activity type. Filters must be written as an expression; please speak to your Support team for assistance writing expressions.

13. Segment Categories are used to organize Segments, often for controlling what Segments get used in your website or app. From the Segment Categories drop-down menu, optionally select one or more Segment Categories to assign to this Segment. For more information, see Segment Categories.

14. Tags are used to help search, filter, and organize objects within the platform. To reuse an existing Tag, begin typing all or part of the Tag name in the Tags field, and select it. You can also type in a new Tag value.

15. Optionally, if Location Store Marketing has been enabled in your account, select one or more Store Tags from the Stores drop-down menu. Location Store Marketing is an optional feature; please speak to your Zeta team for more details on this feature.

16. Click Save.