DESCRIPTION
The 'Review my Data' feature for Segments can be used to review all options prior to selection when creating a segment clause. When working with extended tables (like eCommerce) the feature is presented as 'Review My Data'. When working with the default contact table the feature is presented as 'Download My Data Values' because of the volume of data that is present in the contact table. Below two examples of each use case are outlined.
HOW-TO
Example 1: Create a Segment based on a certain Product Type in the eCommerce extended table-
- Navigate to Segments dashboard
- Click "Regular" on the left menu
- Give your segment a name and description
- Click "Create a Clause"
- Select applicable clause type (I am selecting Text for my example)
- Select the correct field from the field drop-down menu (I am selecting eCommerceOrderLineItems.ProductType for my example)
- Click on 'Review my Data' that appears after field is selected to review all possible options stored in the field
- Click on the value you want to include in your query and click "OK"
- From here, select the applicable operator (= equal to, contains, etc)
- Click "Save & Test" to save the segment and return results
Example 2: Create a Segment based on a certain value being stored for Account Manager in the default contact table-
- Navigate to Segments dashboard
- Click "Regular" on the left menu
- Give your segment a name and description
- Click "Create a Clause"
- Select applicable clause type (I am selecting Text for my example)
- Select the correct field from the field drop-down menu (I am selecting Account Manager for my example)
- Click on 'Download my Data Values' that appears after field is selected to review all possible options stored in the field
- Copy or type in the applicable value from the downloaded file into the 'Value' box
- From here, select the applicable operator (= equal to, contains, etc)
- Click "Save & Test" to save the segment and return results
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