Interaction Studio (formerly Evergage) is now known as Marketing Cloud Personalization. The new name reflects our mission and vision for innovation in Salesforce Marketing Cloud. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in various places until we replace it.
Manual segments are a type of segment with a fixed, manually-specified list of members, as opposed to rule-based segments, whose members are determined in real-time based on a defined set of rules. You can use manual segments to group known users or accounts based on data that is not natively collected by Interaction Studio or available through third-party integrations.
This page details ways to use manual segments and how to set them up.
Typically, manual segments are used when you want to target a group of users using a variable not tracked by Interaction Studio. For example, suppose you are hosting a live event and want to personalize your website for event attendees. You would need to create a manual segment connecting Interaction Studio to your tracking system by a common data point like attendee email address. Other scenarios that would require the addition of a manual segment for targeting include:
Recent trade show or webinar attendees
Users who are part of a particular mailing list
Ideal users – flagging this group to use as an input to engagement score
Other uses include:
Freeze users as of a particular day or date range. Adding them to a manual segment preserves their values on that
After you save the segment, you will be on the Users tab. Since this is a manual segment, the Users tab will not have members until you add them. You have 3 options to add users to a manual segment.
The CSV record must contain a column with the header value ID, id, or name with values that match Interaction Studio User or Account IDs. The file may include additional columns, but they will be ignored by Interaction Studio.
Review full instructions for upserting users with the REST API in this knowledge base.
Please note, this option is only available for customers with datasets on beacon version 15 or lower. You will not be able to change your dataset's beacon version above version 15 and if you downgrade below beacon version 16, you will not be able to upgrade yourself.
If your dataset is on beacon version 16 or higher, please use another option to add users to your manual segment.
Review full instructions for Manual Segment ETL in this knowledge base.