Include / Exclude a Member in a Segment
Segments in the Loyalty platform are used to create groups of Members that share certain characteristics represented as one or more logical conditions. These groups can then be used for different purposes, such as the target recipients of a marketing campaign.
From the Segments tab of the Member Profile screen, Customer Service Representatives can explicitly force a Member to be included in a Segment (or excluded from a Segment). This feature overrides the Segment logic, meaning that a Member will be included in the Segment, even if they don't otherwise meet the logical conditions for conclusion. Conversely, if you explicitly exclude a Member from a Segment, they will not be included the Segment, even if the logical conditions would otherwise have selected them.
Include a Member in a Segment
To manually include a Member in a Segment:
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Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.
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On the People screen, search for and select the desired Member (see
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Select the Segments tab.
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In the Included Segments section, select the desired Segment from the drop-down menu.
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Click Add Segment. The selected Segment is added to the list within the Included Segments section.
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Optionally, to remove a Segment from the list of Included Segments, click the Delete icon next to the desired Segment.
Exclude a Member from a Segment
To manually exclude a Member from a Segment:
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Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.
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On the People screen, search for and select the desired Member (see
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Select the Segments tab.
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In the Excluded Segments section, select the desired Segment from the drop-down menu.
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Click Add Segment. The selected Segment is added to the list within the Excluded Segments section.
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Optionally, to remove a Segment from the list of Excluded Segments, click the Delete icon next to the desired Segment.
