Create a Segment Category

To create a Segment Category:

1. Select Members from the top navigation bar, then select Settings > Segment Categories from the side navigation menu. The Segment Categories screen is displayed.

2. In the Display Name field, enter a name for the new Segment Category.

3. Click Create. The Edit Segment Category pop-up window is displayed.

4. The Label field is populated with the value you entered above; optionally edit this value.

5. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

6. Optionally, to assign a thumbnail image to this item, click Choose File. Browse to and select the desired image file, then click Open.

7. Optionally, in the Description field, enter a description of this item.

8. Click Save.

Add a Segment to a Segment Category

After creating the Segment Category, you can begin adding Segments to it. However, you can't add Segments to the Segment Category from the Segment Categories screen. Instead, you must navigate to the Segment Details screen, and add the desired Segments one at a time to the Segment Category.

To add a Segment to a Segment Category:

1. Select Members from the top navigation bar, then select Segments from the side navigation menu. The Segments screen is displayed.

2. Search for and select the desired Segment (see Search for a Segment for more information on the available search options). The Segment Details screen is displayed. By default, the Rules tab is selected for EDP and Golden Record Segments, and the Results tab is selected for External Segments.

3. Within the header area, click the Edit icon. The Edit Segment pop-up window is displayed.

4. From the Categories drop-down menu, select the desired Segment Category. Optionally repeat this step to assign the Segment to multiple Categories.

5. Click Save.