If you can identify and organize your website’s different visitors based on factors including their persona, the content they prefer the most, and visitor actions they have taken in the past, your marketing becomes more effective. With visitor information, you can personalize their experience on your website, and track the results of the personalization, all while continuing to make incremental improvements. To personalize the visitor experience, Personalization uses segments.
A segment is an organizational unit describing one or more attributes you want to track in Personalization. Assuming your visitors meet a segment’s criteria, visitors are assigned to one or more segments. Personalization continuously evaluates your segments’ membership lists based on visitors’ behavior.
If you use Experience Builder, the ID of each segment you create also displays.
To manage your segments or to make any changes to your available segments:
From the left menu, click Segments.
If you’re still using the legacy segment user interface, you must use the Segments Classic tab and not Segments. However, note that Acquia retired the legacy user interface on Q1, 2021. Hence, you must use the recommended user interface.
The following information is available about your segments:
To create a segment by using the revamped segment user interface:
In the Segment Details section, enter values in the following fields for the new segment:
In the Define Segment section, use the initial drop-down list to select the relationship between each of the criteria you select for the segment.
PersonalizationAND operator.OR operator.NOT operator.Click Add a Criteria to add the segment’s first attribute.
Personalization displays a dialog box you can use to enter information about the criteria.
To add another criteria with the newly created criteria, click Add a Criteria and set the operator that applies to both the criterion. The available options are All, Any, and None. If you want to further add more criterion with these two criterion, repeat the same step.
Alternatively, if you don’t want to add your second criteria with the first criteria or create a common group and instead want to create a separate group altogether, click Add a Criteria Group. Note that you can add multiple criterion in a single criteria group. You can also create multiple criteria groups. Note that the same operator applies to all the criteria groups.
Click Save.
If you add an invalid criteria to a segment, the system displays an error message, doesn’t allow you to save/update the segment, and disables the Save button.
To create a segment by using the legacy segment user interface:
Select the Apply segment to all customer sites checkbox to use the segment across all your websites.
As a best practice, Acquia recommends selecting the Apply segment to all customer sites checkbox for consistency.
To apply the segment to specific customer sites, complete the following steps:
In the Segment criteria section, use the initial drop-down list to select the relationship between each of the criteria you select for the segment.
Select from the following values:
AND operator)OR operator)NOT operator)Click in the field containing the value Edit Criteria to add the segment’s first attribute.
Personalization displays a dialog box you can use to enter information about the criteria.
For more information about criteria items, including the types of criteria available, see Default segment criteria.
To add more criteria, click the plus ( + ) icon for each criteria, and refer to the previous steps.
You can also define relationships for sub criteria in a single criteria by clicking the right arrow ( > ) to the right of the plus icon. The right arrow adds a new criteria with its own sub criteria and relationships.
Using a where clause helps you define specific segments. For example, in a particular segment, you add an event count specifying if a website visitor viewed two pieces of content on your website in the past 30 days, the visitor enters the segment. To narrow the focus of the segment, you specify the segment, the content viewed by the visitor in the time period, and the content must be in specific sections (such as the astrology or the sports sections) of your website.
To create the segment:
AND operator.Click Add a Criteria (if you’re using the revamped segment UI) or Edit Criteria (if you’re using the legacy segment UI).
Personalization displays a dialog box. To add the segment’s first attribute, complete the following steps:
2.Click Save.
Personalization displays the segment attribute under Segments (BETA) or Segments.
You have now added the segment’s first attribute, which states the segment will contain all website visitors who viewed two pieces of content on your specified customer website in 30 days. Post that, follow the steps to add the where clause as mentioned in the Adding where clause in the revamped segment UI or Adding where clause in the legacy segment UI sections.
To add the where clause to the segment in the revamped segment UI:
astrology and sports. The Values field contains the content section in which the visitor must have viewed content in the past 30 days for inclusion in the segment.You have now created a segment including website visitors who viewed two pieces of content in the past 30 days where the value Content Section matches one of the sections: astrology or sports.
To add the where clause to the segment in the legacy segment UI:
astrology and sports. The Values field contains the content section in which the visitor must have viewed content in the past 30 days for inclusion in the segment.You have now created a segment including website visitors who viewed two pieces of content in the past 30 days where the value Content Section matches one of the sections: astrology or sports.
This feature is available only in the legacy segment UI and not the revamped segment UI.
Either during the creation of your segment, or after saving the segment, you can use Personalization to determine how effectively the segment connects with your visitors (also known as its reach).
The visitor reach helps in several circumstances—for example, if you create a segment which is too specific based on your visitors, the segment may never apply to any visitor interactions. Personalization would display zero interactions for each of the items the Personalization service tracks, as compared to the total number of tracked interactions.
To examine your segment’s potential or current reach, complete the following steps:
Touch: A series of contiguous events (such as content views) with a duration between events of no more than 30 minutes.
Personalization loads the most recent 100 touches for analysis. Loading the most recent touches prevents performance problems due to large profiles, and ensures targets work with current patterns. The process generally affects content creators or administrators, who spend the most time on a website.
After several moments of collecting information from the Personalization service, Personalization will display your segment’s performance against each of the groupings. Each of the time-based columns in the table (Daily, Weekly, and Monthly) have an Estimate and a Total. Based on the selected Date range, the estimate is the number of items in the grouping that apply to the segment, and the total is the total number of items for the grouping as collected by the service.
The final column of the table is % Total, and represents the estimate versus the total for the grouping row. A total of 100.00% indicates the segment applies to all items collected by the service, and may not be specific enough. A total of 0.00% indicates the segment does not apply to any items for the selected date range, and may be too specific.
If you are evaluating your new segment’s reach as part of the creation process, save your segment at the end of the process.
To verify if Personalization is returning segments, visit a webpage you are tracking with Personalization, open your browser’s debugger console, and complete the following:
decide? in the console’s search field.Click the Response tab.
If the request returns one or more segments, they display here as part of the response, such as:
"segments":[
{
"id":"visitors_50_years_in_age",
"name":"Visitors 50+ years in age",
"description":"Visitors 50+ years in age"
},
{
"id":"first_time_visitors",
"name":"First time visitors",
"description":"First time visitors"
}
],If this content did not answer your questions, try searching or contacting our support team for further assistance.
If you can identify and organize your website’s different visitors based on factors including their persona, the content they prefer the most, and visitor actions they have taken in the past, your marketing becomes more effective. With visitor information, you can personalize their experience on your website, and track the results of the personalization, all while continuing to make incremental improvements. To personalize the visitor experience, Personalization uses segments.
A segment is an organizational unit describing one or more attributes you want to track in Personalization. Assuming your visitors meet a segment’s criteria, visitors are assigned to one or more segments. Personalization continuously evaluates your segments’ membership lists based on visitors’ behavior.
If you use Experience Builder, the ID of each segment you create also displays.
To manage your segments or to make any changes to your available segments:
From the left menu, click Segments.
If you’re still using the legacy segment user interface, you must use the Segments Classic tab and not Segments. However, note that Acquia retired the legacy user interface on Q1, 2021. Hence, you must use the recommended user interface.
The following information is available about your segments:
To create a segment by using the revamped segment user interface:
In the Segment Details section, enter values in the following fields for the new segment:
In the Define Segment section, use the initial drop-down list to select the relationship between each of the criteria you select for the segment.
AND operator.OR operator.NOT operator.Click Add a Criteria to add the segment’s first attribute.
Personalization displays a dialog box you can use to enter information about the criteria.
To add another criteria with the newly created criteria, click Add a Criteria and set the operator that applies to both the criterion. The available options are All, Any, and None. If you want to further add more criterion with these two criterion, repeat the same step.
Alternatively, if you don’t want to add your second criteria with the first criteria or create a common group and instead want to create a separate group altogether, click Add a Criteria Group. Note that you can add multiple criterion in a single criteria group. You can also create multiple criteria groups. Note that the same operator applies to all the criteria groups.
Click Save.
If you add an invalid criteria to a segment, the system displays an error message, doesn’t allow you to save/update the segment, and disables the Save button.
To create a segment by using the legacy segment user interface:
Select the Apply segment to all customer sites checkbox to use the segment across all your websites.
As a best practice, Acquia recommends selecting the Apply segment to all customer sites checkbox for consistency.
To apply the segment to specific customer sites, complete the following steps:
In the Segment criteria section, use the initial drop-down list to select the relationship between each of the criteria you select for the segment.
Select from the following values:
AND operator)OR operator)NOT operator)Click in the field containing the value Edit Criteria to add the segment’s first attribute.
Personalization displays a dialog box you can use to enter information about the criteria.
For more information about criteria items, including the types of criteria available, see Default segment criteria.
To add more criteria, click the plus ( + ) icon for each criteria, and refer to the previous steps.
You can also define relationships for sub criteria in a single criteria by clicking the right arrow ( > ) to the right of the plus icon. The right arrow adds a new criteria with its own sub criteria and relationships.
Using a where clause helps you define specific segments. For example, in a particular segment, you add an event count specifying if a website visitor viewed two pieces of content on your website in the past 30 days, the visitor enters the segment. To narrow the focus of the segment, you specify the segment, the content viewed by the visitor in the time period, and the content must be in specific sections (such as the astrology or the sports sections) of your website.
To create the segment:
AND operator.Click Add a Criteria (if you’re using the revamped segment UI) or Edit Criteria (if you’re using the legacy segment UI).
Personalization displays a dialog box. To add the segment’s first attribute, complete the following steps:
2.Click Save.
Personalization displays the segment attribute under Segments (BETA) or Segments.
You have now added the segment’s first attribute, which states the segment will contain all website visitors who viewed two pieces of content on your specified customer website in 30 days. Post that, follow the steps to add the where clause as mentioned in the Adding where clause in the revamped segment UI or Adding where clause in the legacy segment UI sections.
To add the where clause to the segment in the revamped segment UI:
astrology and sports. The Values field contains the content section in which the visitor must have viewed content in the past 30 days for inclusion in the segment.You have now created a segment including website visitors who viewed two pieces of content in the past 30 days where the value Content Section matches one of the sections: astrology or sports.
To add the where clause to the segment in the legacy segment UI:
astrology and sports. The Values field contains the content section in which the visitor must have viewed content in the past 30 days for inclusion in the segment.You have now created a segment including website visitors who viewed two pieces of content in the past 30 days where the value Content Section matches one of the sections: astrology or sports.
This feature is available only in the legacy segment UI and not the revamped segment UI.
Either during the creation of your segment, or after saving the segment, you can use Personalization to determine how effectively the segment connects with your visitors (also known as its reach).
The visitor reach helps in several circumstances—for example, if you create a segment which is too specific based on your visitors, the segment may never apply to any visitor interactions. Personalization would display zero interactions for each of the items the Personalization service tracks, as compared to the total number of tracked interactions.
To examine your segment’s potential or current reach, complete the following steps:
Touch: A series of contiguous events (such as content views) with a duration between events of no more than 30 minutes.
Personalization loads the most recent 100 touches for analysis. Loading the most recent touches prevents performance problems due to large profiles, and ensures targets work with current patterns. The process generally affects content creators or administrators, who spend the most time on a website.
After several moments of collecting information from the Personalization service, Personalization will display your segment’s performance against each of the groupings. Each of the time-based columns in the table (Daily, Weekly, and Monthly) have an Estimate and a Total. Based on the selected Date range, the estimate is the number of items in the grouping that apply to the segment, and the total is the total number of items for the grouping as collected by the service.
The final column of the table is % Total, and represents the estimate versus the total for the grouping row. A total of 100.00% indicates the segment applies to all items collected by the service, and may not be specific enough. A total of 0.00% indicates the segment does not apply to any items for the selected date range, and may be too specific.
If you are evaluating your new segment’s reach as part of the creation process, save your segment at the end of the process.
To verify if Personalization is returning segments, visit a webpage you are tracking with Personalization, open your browser’s debugger console, and complete the following:
decide? in the console’s search field.Click the Response tab.
If the request returns one or more segments, they display here as part of the response, such as:
"segments":[
{
"id":"visitors_50_years_in_age",
"name":"Visitors 50+ years in age",
"description":"Visitors 50+ years in age"
},
{
"id":"first_time_visitors",
"name":"First time visitors",
"description":"First time visitors"
}
],If this content did not answer your questions, try searching or contacting our support team for further assistance.