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 or Salesforce) 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 field in the extended table-
- Navigate to Contacts Dashboard. Select the Segments page from the left-hand navigation.
- Choose the Create Regular Segment button at the top-right.
- Give your segment a name and description
- Open the Select Field drop-down menu and search for the field in question. (I am selecting Salesforce_del_documentation.LeadSource 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 in the default contact table-
- Navigate to Contacts Dashboard. Select the Segments page from the left-hand navigation.
- Choose the Create Regular Segment button at the top-right.
- Give your segment a name and description
- Open the Select Field drop-down menu and search for the field in question. (I am selecting City 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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