This article details how to use attributes in campaigns and segments. For information on creating an attribute or viewing existing attributes in your dataset, please refer to Modify Attributes at the User or Account Level .
Leveraging User Attributes in Segments and Campaigns
User Attribute Segmentation
- Create a Segment
- Select Gears from the initial drop-down
- From the mega-menu in the second drop-down, select User Attributes > Attributes
- This will open a third drop-down where you will be able to select from any of the user attributes that you have configured
- Select that attribute that you wish to build your segment around and then depending on the attribute type (string, multistring, integer, decimal, boolean, date) you will be presented with applicable configuration logic. Logic available for each attribute type includes:
- String: equals, does not equal, contains, does not contain, any value, no value
- Multistring: includes any/all, does not include any/all, any value, no value
- Integer/Decimal: equal to, at least, at most, between, any value, no value
- Boolean: true, false, any value, no value
- Date: for all time, today, in the last, in the next, between, on or after, on or before, between dates
User Attribute Campaign Targeting:
- Any user attribute segment created can be leveraged for campaign targeting across all campaign types
- In web or server-side campaigns, a business user can also leverage the same targeting options used to build a segment to target a campaign by selecting User Attributes > Attributes in the campaign targeting screen
- This ability to reference attributes directly in campaign targeting means that you do not need to create a segment in advance in order to utilize information stored against attributes
When to Leverage Attribute Segmentation Logic Available via Metrics Option
If you are looking to build a segment around the Interaction Studio calculated engagement score, you should leverage Metrics > Engagement. Additionally, if you are looking to build a segment around % change for an integer or decimal attribute, you should leverage Metrics > KPI > % change
Leveraging Account Attributes in Segments
Account attributes are only accessible via the Metrics tab in the Account segmentation screen. To build an Account attribute segment, follow these steps:
- Create a Segment
- Add a Metrics rule
- Depending on the type of attribute, select either KPI or Text Attribute
- Select the attribute and complete any additional parameters
Segment Examples
Below are several examples of custom attributes used in segments. Some are passed from the CRM system, some are passed through a third party integration, and some are custom attributes created from a customer survey.