.Segmentation vU11

1. Click the Manage Criteria button in the lower right of the Segmentation panel to manage, edit, and create criteria. The Manage Criteria screen appears. This screen displays the fields specified in Fields editor. You can identify the source, field, and values within Segmentation editor and LiveVox automatically defines the conditions that are available for that field when creating a segment.
   
   

   • For existing transaction based Segmentation Templates, Customcol field criteria is available in Fields editor. For any new Customcol field based criteria, these must be created first in Fields editor.
   • For additional information on adding custom fields and defining data types, refer to the Adding and Modifying Custom Fields section.

   
   

2. Click the Add Criteria button in the lower right of the Manage Criteria screen.
   
3. The Criteria screen appears. You can configure the following options on the Criteria screen:
   
   • Source - The entity source of the criteria that is defined for the segmentation template. The Segmentation editor allows you to select the source only when creating new templates. You can select from the following options:
     • Transaction - Campaign based fields (criteria) that are associated to records within a campaign
     • Contact -  Fields (criteria) that are associated to a specific record in Contacts manager
   • Field - Designated field from which a criteria pulls the data

   • Display Name - Display name of the criteria within the Segmentation tool
     

4. To use a criteria, you must specify the possible values. Click the Add Value button to specify a  Value and Display Name. The Value screen appears.
   

Once you define the values, you can use the criteria to set up a rule for a Segment. Click the Save button to complete defining a value.

1. Click Add in the bottom left corner of the Segmentation panel. The Add Segmentation screen appears.
   
   
2. Specify a Segmentation name in the Name field.
   
   
3. Specify the filename to apply the Segmentation to a specific file in the Filename Format field. The asterisk character acts as a wildcard for a filename.
   • For example, a filename format set as active* applies to any file uploaded with active at the beginning of the campaign's filename. During the upload process, you are notified if the campaign filename matches the Filename Format field and the Segmentation is automatically selected.
     
     

4. Click the Required checkbox to define whether the filename convention is required or not.

   • If checked, the Segmentation only applies to campaigns uploaded with the matching filename format.

   • If unchecked, the Segmentation can be applied to any uploaded campaign.
     
     
     

     The Contact source type, allows you to sort the Segmentation or Segment records in ascending or descending order.

     1. Select the required value in the Sort By drop-down list.
     2. Select the Asc checkbox to sort records in ascending order.
     3. Clear the Asc checkbox to sort records in descending order.

     The records appear in ascending or descending order based on the selection.

     

5. Click the Add Segment button at the bottom left of the Add Segmentation screen to set up a Segmentation. The Segment screen appears.
   
   

   You can use the Copy button to recreate the Segments, if you want to use existing Segment rules.

6. Define the Name and Description of the Segment.
   
   
   

   You can use the following variables in the Segment name:

   • [FN] – file name without extension
   • [EXT] – file name extension (ex:.txt)
   • [YYYY] – 4 digit year
   • [YY] – 2 digit year
   • [MM] – 2 digit month
   • [DD] – 2 digit day
7. Select the appropriate disposition from the Disposition drop-down menu to define whether records should be split or excluded. Excluded records remain with the original campaign.
   
   
8. Click the Add Rule button at the bottom left of the Segment screen to add a rule that defines the condition by which contacts are filtered. The Add Rule screen appears.
   
   

9. You can configure the following options to define the filter conditions in the Add Rule screen:

   • Logical Operator - Select the logical operator (AND/OR).
   • Not - This option negates the specified Logical Operator.
   • Field - Select a contact field from the Field drop-down menu to define the condition. These fields are configured through the Fields editor.
   • Comparison - Select the relational operator for the rule. The options presented, depend on the data type specified for the field
     • • In
       • Not In
       • Starts With
       • Contains
       • Regex or Regular Expression
         • When basic matches do not work, you can write a regular expression. Regular expressions (regex or regexp) are extremely useful in extracting information from any text by searching for one or more matches of a specific search pattern (i.e. a specific sequence of ASCII or unicode characters).
     • • Equal to
       • Ends With
       • Is Null
       • Is Not Null
     • • > Greater than
       • < Less than
       • = Equal
       • >= Greater or equal
       • <= Less or equal
       • != Not equal
       • Is Null
       • Is Not Null
   • Not - This option negates the specified comparison relational operator.
   • Value - Corresponding values configured for the selected criteria.
   • Description -  Displays the logical description of the rule.
10. Click OK to save the Rule.
11. Setup schedules that are applied to the Segment within the Configuration tab of Segment screen. The functionality of the Configuration tab closely mirrors that of Campaign Templates.For scheduling instructions refer to the Campaign Templates page.
    
    
12. Configure the schedule(s) for the Segment and click OK to complete the set up.
13. After all the Segments are setup, Click the Save button from the Segmentation tool to save the Segmentation.