Modify Segment Template Rules

Loyalty Essentials clients have access to a set of pre-defined Segment templates intended to support common marketing strategies. These templates are designed to simplify the creation of Segments; you can simply copy the desired Segment template, optionally adjust the conditions within it to meet your specific requirements, then publish and use.

Note: The best practice recommendation is to leave the original template conditions intact. If you need to modify the conditions in a Segment template, be sure to copy the Segment template first, then make the modifications within the copied Segment. For more information on copying a Segment template, see Create a Segment.

This topic assumes that you have copied a Segment template, and now need to make changes to the conditions within the copied Segment.

For example, the logic for the High Value Customer Segment template is to select Members who: “made at least 1 purchase in the last 6 months.” But let’s say your organization defines a High Value Customer as: “made at least 3 purchases in the last year.” After copying the Segment template, you can easily modify the selection criteria to fit your needs.

  1. On the Segment Details screen of the copied Segment, select the Rules tab. The platform displays the logical conditions used to select Members.

  2. To change the parameters of a Rule, click into the appropriate drop-down menu or text field, and select or enter the desired new value.

Continuing the above example, let’s say you want to change the logic for how you define a High Value Customer. You would change the “1” to a “3” so that the logical condition now reads: “count of Purchases is greater than or equal to 3.” Likewise, you would change the In Period filter from "Is in Last 180 Days" to “Is In Last 1 Year.”

  1. Click Save.

Once you are satisfied with the changes, you can publish the Segment. See Publish a Segment for more information.

After publishing your Segment, you must deploy Segment metadata. See Deploy Segment Metadata for more information.