Segments

Segments are identifiable characteristics shared among a group of members based on their behavioral, demographic and profile-level information (e.g. gender, location, etc.). They enable you to more effectively target your incentives and rewards by creating member subsets.

Fielo offers two types of Segments: Dynamic Segments and Manual Segments.

Creating a Segment

Start by going to the Target Audience tab and selecting the program you want to create a segment for. Go to the Segments section and click New Segment.

Choose the segment type

1. Dynamic Segments
   Dynamic segments are based on criteria that you define. Members who meet these criteria are automatically included in the segment. For example, if Tread Manufacturing wanted to give specific incentives to the Florida distributors, they could create a segment called Florida Distributors which includes all members currently in the Florida state.

2. Manual Segment
   Choose Manual Segments when you want to manually populate the members within the segment. You can use them to define a custom, static group of members. Let's imagine that you're launching a new product or campaign and you want to select a cross section of members to participate. You can do so by creating a Manual Segment and manually adding some members from different age groups, different locations, etc. to build a sample.

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Manual segments settings

Be aware that when you create a manual segment, you won't be able to enable real-time updates or analytics in the settings section.

Dynamic Segments

Dynamic segments are continuously updated. This means that any member whose profile changes to fall within the criteria of a segment will automatically be included in that segment. As an example, a distributor that moves operations from California to Florida will automatically become part of the Florida Distributors segment.

Let's see how Tread Manufacturing would make a segment.

Basic Info

Enter a relevant Name for the segment. Tread will call this segment "Florida Distributor"

Settings

Active - The segment will be automatically activated after saving the new segment.
Update in real time - Segments are automatically calculated in real-time as opposed to the default of every 24 hours.
Enable for analytics - Enabling this will create a new object to store segmentation information that will allow you to generate reports and analytics.

For Tread Manufacturing, the "Update in real time" function isn't required for this segment but "Enable for analytics" will be a great feature to turn on.

Once all the correct settings have been selected, click Next.

Setting Segment Criteria

Now, in Criteria, we'll specify the criteria for your segment. This will be how the segment will be defined. There are two types of conditions for criteria, Add Condition & Add Related List Condition.

Add Condition - Allows you to define what criteria need to be met in order for a member to be added to the segment.

Add Related List Condition - Allows you to define criteria over a group of records of the same business transaction. This means it's now possible to create a segment over member related lists such as: Member Badges, Events, Transactions, Challenge Member, Mission Member, Member Courses, etc. For example, a segment could be Distributors in Florida that are going to a specific event.

Each criterion takes the form of a logical or mathematical comparison between the value of a field and either a fixed value or the value of another field. For example, you could compare a member's Contact Mailing State with either the fixed value Florida or some other field, like Contact Other City.

In the case of text, the comparison can be to see if the values are the same ("Equals") or different ("Not equal"), or if the second value contains the first value ("Contains") or not ("Not contains"). For numerical values, comparison operators include "Equals", "Greater than", "Less than", "Greater or equal", etc.

So Tread wants to build in a related list condition for their new segments.

They will start by creating a new dynamic segment and naming it “Top Sellers”. The settings they will use will be Active and Update in real time (this may affect performance).

In the criteria section they will add a Related List condition:

Badge Member > Badge equals Top Seller

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If you are following along, remember to create the badge before you proceed

They now need to set how to aggregate the matched records.

They set it to COUNT with a greater or equals Value of “1”.

Happy with how they have set it up, they completed the segment by clicking Save.

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Multi-Program Segments

You can create dynamic segments that are available for use across all of your programs. Simply clear the prefilled Program field upon creation.

Remember, when creating multi-program segments, make sure the criteria you set are applicable to members across all of your programs!

Manual Segment

Basic Info

Enter a relevant Name for the segment.

Settings

Active - The segment will be automatically activated after saving the new segment.

Adding Members to a Manual Segment

Once you select a Manual Segment and click Next, you'll be a list of all active members.

All of your active members within the program will populate in the Add Members list at the bottom of the window. To add new members, select the checkbox to the right of the member name. In the example, Tread Manufacturing has a short list of distributors to choose from, but if the list was a lot longer, the search bar would probably be a better way to find specific people.

Once the members have been selected, click Save.

Creating Segments for any Object

Segmentation isn't limited to data in Member objects. You can segment based on fields from any object in your Salesforce ORG, including standard objects, Fielo objects and other custom objects. Let's see how!

The first thing to do is create a relationship between your object and segment. From Setup, in the Quick Find box, search for and select Object Manager. Find and select the object on which you'd like to segment.

On the object detail page menu, select Fields & Relationships and then click New.

Choose Lookup Relationship and click Next.

For Related To, choose Segment and click Next.

In both the Field Label and Field Name properties, enter Segment. You can leave the Child Relationship Name as it is. Click Next.

Select the profiles to which you want to grant edit access to this new lookup field, then click Next.

Select the page layouts that you want Segment to be included in, then click Next.

Select the page layouts that you want the related list to be included in. You can leave the Related List Label as it is. Click Save.

Now you're ready to use segmentation on your object! When you create a new instance of your object, you'll be able to assign it a segment and target it to that member subset.

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For more information on creating custom fields in Salesforce, see Create Custom Fields.

Tools

Access tools by clicking on the right side of Segment list item. From Tools, you can edit, delete, or deactivate the segment.

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Deleting a Manual Segment

Before deleting a Manual Segment, you'll first need to delete all of its Member Segments.

Recalculating segments

Option 1 - Recalculating all Segments
From the Program detail page, access Tools by clicking on the button. From Tools, you can select Batch Management. You'll be taken to the Batch Execution page. On this page, scroll down to the row named Assign Segments to Members, click Run.

Option 2 - Recalculating a specific segment
From the Program detail page, click on the program you would like to recalculate. Scroll down to Segments and access Tools by clicking on the button. From Tools, you can select Recalculate. You'll be taken to the Batch Execution page. On this page, scroll down to the row named Assign Segments to Members, click Run.