Managing segments

Learn about how to act on insights about your customers by creating and managing segments in IBM®Watson™ Marketing Insights.

How are conditions defined in a segment?
You add or remove individuals from a segment by defining conditions. Use the Manage conditions menu on any segment details page to access the conditions that you can define.
How are general conditions different from segment-specific conditions?
General conditions specify organizational level conditions. For example, conditions that reflect company policies for contacting individuals. Segment-specific conditions include conditions that focus on characteristics that can refine the audience in fine detail.
How do I exclude customers from a segment?
To exclude individuals from a segment, create an exclusion condition that describes the individuals that you want to exclude. Any individual who satisfies the exclusion condition is excluded from the segment, even if the individual satisfies all other segment conditions.
Can I use a segment to define another segment?
Yes. You can use an existing segment as a condition in another segment. Specify the segment as a general, segment-specific, or exclusion condition.
Can I create a segment from an insight?
Yes. You can create a segment from any prediction or current snapshot insight. The insight attributes determine which individuals are included of the segment. You can edit the resulting segment to further define the audience that you can create from the segment.
What are insight conditions?
Conditions that are based on the attributes of an insight are referred to as insight conditions. When you create a segment from an insight, the conditions that are defined as part of the insight are included in the segment as insight conditions.
How can I see all segments?
All of the segments that have been defined are available on the Segments page. Go to Segments > Manage or click View more in the My recently viewed segments section of the Overview page.
Can I search for segments?
Search for segments on the Segments page. Search by typing whole words, or by using * as a wildcard operator.
Who owns a segment?
The user who creates a segment, owns the segment. After the segment has been created, other users who have access to the system can see the segment, and duplicate it to create other new segments. Only the segment owner can edit the segment.
Can I edit tags for my segment?
You can add and remove tags, but you can't rename them.
Can I see insights related to my segment?
Yes. The details page for each segment lists recommended insights that are related to the segment.
Can I delete multiple segments at a time?
In the Segments page, you can select multiple segments and delete them all at the same time. Segments that are currently used as a condition in other segments cannot be deleted.
How can I work locally with audience data?
To work with audience data in an application of your choice, you can download a CSV file that contains customer records defined by a segment.
Where does my audience get published?
You can publish a segment as an audience to IBM Watson Campaign Automation.

Parent topic: Managing