Information for: DEVELOPERS   PARTNERS

Creating and managing segments

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, Acquia Lift uses segments.

A segment is an organizational unit describing one or more attributes you want to track in Acquia Lift. Assuming your visitors meet a segment’s criteria, visitors are assigned to one or more segments. Acquia Lift continuously evaluates your segments’ membership lists based on visitors’ behavior.

If you use Experience Builder, the ID of each segment you create also displays.

Learning Services logo For a step-by-step video tutorial introducing you to personalization with Acquia Lift, including creating segments, see Creating Personalized Experiences with Acquia Lift.

Managing your segments

To manage your segments, or to make any changes to your available segments:

  1. Sign in to Acquia Lift, and then click the Personalize tab.
  2. From the left menu, click Segments.

Lift segments display

The Segments page contains options for the following actions you can take with the available segments:

  • Display – To view a list of your segments, enter your search criteria in the Find segments field (leave empty to display all segments), and then click Search.
  • Edit – To edit a segment, find the segment in the list of displayed segments, and then click its Name. The page reloads with the segment’s configuration information. If you make any changes to the segment, click Save and Continue to save your changes.
  • Delete – To permanently remove a segment, find the segment in the list of displayed segments, and then click its Delete link.
  • Clone – To make a copy of a segment, find the segment you want to copy in the list of displayed segments, and then click its Clone link.

Adding new segments

To create a new segment, complete the following steps:

  1. Sign in to Acquia Lift, and then click the Personalize tab.

  2. From the left menu, click Segments.

  3. Click the Add new segment link.

  4. Enter values in the following fields for the new segment:

    • Name – Name of the segment as displayed in the Profile Manager Admin.
    • Segment ID – Optional name of the segment when displayed as a context in the Acquia Lift Drupal modules. By default, Content Hub creates an ID based on the Name. Click Edit Segment ID to use a custom ID.
    • Description – More descriptive information about the segment, such as a narrative of its criteria.
  5. Select the Apply segment to all customer sites check box to use the segment across all your websites.

    Note

    As a best practice, Acquia recommends selecting the Apply segment to all customer sites check box for consistency.

    To apply the segment to specific customer sites, complete the following steps:

    1. Clear the Apply segment to all customer sites check box. Profile Manager displays a list of your customer sites.
    2. Select a customer website to which you want to apply the segment.
    3. Click Add. Profile Manager displays a list containing the following information:
      • Name – The name of your customer website as displayed in the web browser
      • External ID – The name you specified when you created the customer website in Profile Manager
      • URL – The web address of your customer website
      • Actions – More steps you can take with the customer website’s use of the segment, including removing the website from the list of customer sites to which the segment will apply
    4. To add more customer websites using the segment, click their names in the list of your customer websites. Profile Manager displays the new customer website in the list of websites to which the segment will apply.
    5. Click the Delete link to remove the website from the list of customer sites to which the segment will apply.
  6. 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. Adding criteria to segments

    Select from the following values:

    • All – The segment will display those people who meet the defined criteria. (AND operator)
    • Any – The segment will display those people who meet any of the defined criteria. (OR operator)
    • None – The segment will display those people who do not meet any of the defined criteria. (NOT operator)
  7. Click in the field containing the value Edit Criteria to add the segment’s first attribute.

    Profile Manager displays a dialog box you can use to enter information about the criteria.

    Note

    For more information about criteria items, including the types of criteria available, see Default segment criteria.

  8. In the Category name list, click the category of the criteria you want to use. The fields in the dialog box will change depending on the criteria you select.

  9. Enter the remaining values for the criteria, and then click OK.

  10. 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.

  11. To delete criteria, click the minus ( - ) icon next to the criteria you want to remove.

Using a where clause to refine your segment criteria

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 its where clause, complete the following steps:

  1. Sign in to Acquia Lift, and then click the Personalize tab.
  2. From the left menu, click Segments.
  3. Follow steps 3 and 4 in Adding new segments.
  4. In the Segment criteria section, in the initial drop-down list, select All. The segment will display those website visitors who meet the defined criteria. (AND operator)
  5. Click the field containing the value Edit Criteria. Profile Manager displays a dialog box. To add the segment’s first attribute, complete the following steps:
    1. Click Event.
    2. Click Event Count. Profile Manager displays more fields.
    3. In the Customer Site list, click the customer website to which you want the segment to apply.
    4. In the Event Name list, click Content View.
    5. In the Operators field, keep the default value of =.
    6. In the Values field, enter 2.
    7. In the Time Period field, click Past 30 Days.
    8. Click OK. Profile Manager displays the segment attribute on Segments > Segment Detail.

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. To add the where clause to the segment, complete the following steps:

  1. Click Sub-criteria.
  2. In the initial list, keep the default value of All.
  3. Click the field containing the value Edit Criteria. Profile Manager displays a dialog box. To add the segment’s where clause, complete the following steps:
    1. In Category name, click Select Criteria. Profile Manager displays a list.
    2. Click Page Content. Profile Manager displays another list.
    3. Click Content Section.
    4. In Operators, keep the default value of Matches One.
    5. In the Values field, enter 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.
    6. Click OK. Profile Manager displays the segment and its new where clause.
    7. Click Save to save 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.

Evaluating your segment’s reach

Either during the creation of your segment, or after saving the segment, you can use Profile Manager 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. Profile Manager would display zero interactions for each of the items the Acquia Lift service tracks, as compared to the total number of tracked interactions.

To examine your segment’s potential or current reach, complete the following steps:

lift-segment-estimates

  1. Sign in to Acquia Lift, and then click the Personalize tab.

  2. From the left menu, click Segments.

  3. Complete the following step based on your requirements:

    • If you want to review a created segment, click the name of the segment you want to review from the list of available segments.
    • If you haven’t yet created your segment, complete the steps in the Adding new segments section of the page, but do not yet save your segment.
  4. Scroll down the page to the Estimate traffic section, where you can review the segment’s performance against the data stored in the Acquia Lift service across three areas of information (displayed as Groupings in the table):

    • Person – Visitors uniquely identified by first-party cookies, their email addresses, or some other identifier.

    • Touch – A series of contiguous events (such as content views) with a duration between events of no more than 30 minutes.

      Note

      Acquia Lift 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.

    • Event – Discrete visitor actions, such as a content view of an article or a click-through on a subscription offer.

  5. In the Date range list, click one of the following options based on the time frame of your segment’s comparison against data stored by the Acquia Lift service:

    • Last 7 Days
    • Last 30 Days
  6. Click Generate Estimate.

After several moments of collecting information from the Acquia Lift service, Profile Manager 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.

Note

If you are evaluating your new segment’s reach as part of the creation process, save your segment at the end of the process.

Verifying segments

To verify if Profile Manager is returning segments, visit a webpage you are tracking with Acquia Lift, and use one of the following methods:

  • Activate the Experience Builder bookmarklet, and look in the Segment field. If your segment is available, it should display.

  • Open your browser’s debugger console:

    • If you are using Acquia Lift for Drupal 8, in the console’s search field, enter decide? to filter the list of displayed results. 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 you are using an older version of Acquia Lift, click the Network tab. In the console’s search field, enter tcaction to filter the list of displayed results. Click the Response tab. If the request returns one or more segments, they display here, preceded by segments.