Creating dynamic customer segments

A BlueConic segment is a dynamic grouping of your customers or visitors characterized by a defined set of attributes, interests, behaviors, preferences, or demographic, psychographic, or technographic properties.

Known and anonymous users can be segmented with a single filter or a complex set of filters. So you can engage with your users at the right moment with a meaningful and relevant dialogue. Customers and users of your online channels can belong to multiple segments. For example, a single user might be included in the segments "under 35 years old," "interested in football," "referred by social media," and "read December newsletter."

BlueConic's dynamic segmentation 

In BlueConic, segmentation is dynamic, which means that the latest updates of profile property values are used to determine if a visitor falls in a specific segment in real time.

Organizing and managing segments

Select Segments from the BlueConic navigation bar to see a display of all existing segments for your BlueConic environment. You can use the search box to narrow the display by keyword, for example, to find segments related to subscribers.

How do I create real-time customer segments for first-party customer data in BlueConic CDP?

See "Object Navigation" for an in-depth discussion of navigating the display.

Creating a segment

To create a segment, select [Add Segment] at the top of the Segments window. A new segment appears and you can enter a name for the segment.

The top of the screen contains the name of the segment and next to it the number of profiles it currently contains. When you first create a segment, and there are no restrictions in place yet, you see the total number of available profiles.

Note that you can also create a segment using the Segment Overlap Insight.

Editing segment metadata

The top area of the screen shows the segment's metadata. Enter a name for your segment.

How do I create real-time customer segments quickly in BlueConic?

You can edit the following metadata:

  • Favorite: You can mark the segment as one of your favorites. Click the star icon to favorite or unfavorite the segment.
  • Labels: By adding labels to an object you can easily group related segments and make managing and retrieving objects easier. See labels for more information.
  • Description: Add a short description of the segment and its purpose.
  • Edit rights of the segment: Select the domain(s) to which a user must belong to in order to modify this segment. If more than one domain is selected, the user must belong to all domains in order to be able to modify this segment. If no domains are selected, any user can modify this segment. See Domain-based permission for more information.

To save screen space, you can hide or show the metadata by clicking the top separator line with the [-] or [+] icon on it.

You can now further specify your segment by selecting one or more conditions or filters. See Segment Filters.


Defining a Segment

Segments group customers or visitors together based on the values stored in their profile properties. To create a new segment, you start by selecting conditions customers have to meet to be part of the segment. These conditions might be another segment, an objective (such as a privacy opt-in), or a profile property.

How do I do real-time behavioral customer segmentation in the BlueConic CDP?

If a matching profile property does not exist, you can create one. (Don't worry about picking the correct property, because it's easy to add or remove profile properties after your initial choice.)

How do I do behavioral customer segmentation with first-party customer profile data in BlueConic?

BlueConic displays a list of most used profile properties and the list of all other profile properties. You can also search for a particular profile property by typing in the search box. This automatically filters both lists to the profile properties that match your search.

Once you have located the profile property that you want, select it to start building the segment.

To flesh out a segment, you can filter for specific profile property values. When you select a profile property, the values you can filter on display on the right side:

How do I create real-time customer segments in BlueConic with first-party customer data?

In this case, the filter displays a list of values found in profiles, ordered by the number of profiles that contain that specific value. You can even filter by another value if no profile contains it yet. Other types of profiles will display other filter information and allow you to filter on dates or numeric values. Read more on segment filters.

In the example above, we picked "mlb". Note, that as you restrict the values in the segment, its size is being updated at the top of the page.

Let's expand this segment by hovering over the blue area of the chosen profile property.

Two new buttons appear: "+ AND" and "+ OR".

How to expand real-time customer segments with first-party data in real time with BlueConic CDP

Click on "+ AND" if you want the segment to match visitors that match both your first property filter AND your second property filter. You can also choose to set conditions for Objectives, such as privacy opt-in, email consent, etc.

How to manage customer privacy and consent for GDPR and CCPA using objectives and segments in BlueConic CDP?

Click on "+ OR" if you want the segment to match either your first property filter OR your second property filter.

In our case, we want to segment on visitors who like baseball AND are from Boston, so we click "+ AND". A popup appears to select the next profile property we want to filter on:

How to use advanced rules to create real-time customer segments in BlueConic CDP

In this case, we want to use the "City (All)" profile property of visitors, so we select that. As a result the segment overview is updated with the new profile property:

How to segment customers in real time with BlueConic

As you can see the target Objectives and the two profile properties "Favorite Sport" and "City (All)" are connected by "AND", meaning the segment combines the consent objectives with two profile property filters by requiring each of them.

Note that upon specifying the value "boston" the value of the segment at the top of the page updates to show the number of profiles in the entire segment, i.e. profiles with the correct consent values combined with Favorite Sport "mlb" and City (All) "boston". Also, the numbers that are being shown in the bars take the entire segment into account; there could very well be over 500,000 visitors with "boston" in their profile, but only 127,630 of them also meet the consent requirement and have "mlb" as favorite sport.

If you want to fold the filter information, click on close icon in the top right of the screen. You now see an overview of the segment definition:

How to manage customer privacy for GDPR and CCPA with real-time customer segments in BlueConic

On the left you see the objectives and profile properties with their connection (AND or OR) and the conditions set for each of them.

If you are content with the segment, you can now save the segment.

To expand the segment, hover over an objective or profile property and click "+ AND" or "+ OR". Or,  to remove an objective or profile property, hover over it and click the "x" button that appears on the right of the profile property.

If you want to adjust a filter, click on the profile property or the conditions and the filter screen appears again.

Extending existing segments

You can also use the segment definition you just created to extend an existing segment. Select Extend existing segment in the upper right corner and choose existing segments to serve as the basis for the new segment conditions. Only profiles that are members of all the selected segments and meet the objective and profile property conditions are part of the new segment.

For details on filtering based on different conditions and how to configure them, see Segment Filters.


Modifying, copying, or deleting a segment

As with other BlueConic objects, a segment can be saved, copied, or deleted using the save button. See Save, Save As, and Delete for an in-depth discussion.

How to create, save, delete, export or edit real-time customer segments in BlueConic


Exporting segment data

Segment data can be exported in comma-separated value (CSV) format. This makes it possible to examine segment data in external applications. The export file contains a list of all profile IDs that match each segment together with the specified value for each targeted property. The Export function can export up to a maximum of one million profiles.  If the segment contains more than one million profiles, only one million profiles will be exported. There is no way to control which records are exported. To access all profiles in a segment larger than one million profiles, you will have to use the REST API.

To export segment data, choose the option "Export" from the Save button drop-down menu.

Select where you want to save the file. By default the name of the export file is
"BlueConic_Export_[segment name]_[date (yyyymmdd)]_[time (hhmm)]".

Dates will be exported as UNIX millisecond timestamps in UTC. In Excel, you can convert these to regular Eastern (GMT+5) times with a formula:

=((((A1 / 1000) / 60) / 60) / 24) + DATE(1970, 1, 1) - (5 / 24)

Be sure to format the cells with the formula as date.


Creating an inverse segment

Sometimes it can be helpful to create an inverse segment, which is a new segment containing all the profiles not in the current segment. Select Create inverse from the Save drop-down menu to create a new inverse segment. It is named "Visitors not in segment [current segment name]."


Statistics

In the right-hand sidebar, the "statistics" widget is displayed. It shows the number of profiles in the selected segment over time.

By clicking on the graph in the sidebar widget, a lightbox with a detailed view of the graph is displayed. The X axis of the graph represents the time period. The Y axis represents the number of profiles that belong to the segment. If the line in the graph contains points that stand for individual days or months, you can hover over it to see the statistics for that period of time. For example:

How to create inverse customer segments and view segment statistics in BlueConic

Graph options

You can change the view of the line graph by adjusting the range of values that are shown as well as the time period. You can also export the values shown in the graph in order to inspect them in external applications. See Graph options for complete information on the graph options that are available.


Related items

In the right-hand sidebar, the Objectives and Related items widgets are displayed. You can use Objectives the see which objectives are related to this segment or add the segment to an objective.

The Related items widget shows the other objects in BlueConic that are directly related to the segment you are managing. Segments can have the following types of related items:

  • Dialogue interactions: The dialogue interactions that use this segment on the Who-tab.
  • Optimizers: The dialogue optimizers that use this segment on the Who-tab.
  • Profile properties: The profile properties that this segment uses as a condition.