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Segments

Overview​

Segments are defined groups of endpoints that satisfy specific conditions, facilitating targeted and effective communication strategies. An endpoint typically refers to a valid email address or phone number associated with a patient. By assigning various segments to different campaigns, you can ensure that the right messages reach the right audience at the right time.

Dynamic Segments​

Dynamic segments automatically update as endpoint data evolves according to predefined criteria. These segments are particularly useful for engaging with endpoints whose status may change frequently, such as new registrations or those with pending tasks. Dynamic sections are defined by a base segment and attributes and metrics. The attributes and metrics need to be set via the Mappings page. More information can be found here.

Base Segment​

In email marketing and campaigns, a base segment refers to the foundational group of endpoints from which more refined segments are derived. This base segment is typically defined by broad criteria, such as all endpoints that have been registered in the past year, and serves as the starting point for creating more specific dynamic segments by applying additional attributes and metrics. An "all users" segment is created by default, encompassing all endpoints in the platform, providing a comprehensive base from which to develop more targeted segments.

Creating a Dynamic Segment​

  1. Access the Segment Editor: Navigate to the Segments under the Outreach section and click NEW.
  2. Select a Base Segment: Choose the foundational group of endpoints that will serve as the starting point for your dynamic segment.
  3. Define Criteria: Use the segment editor to specify the conditions that endpoints must meet to be included in the segment. You can select attributes like registration date, activity level, geographical location, and more.
  4. Save and Apply: After setting your criteria, click Save. This segment will now dynamically update as endpoint data changes.

Segment Editor Features​

The segment editor offers a variety of tools to define and refine your segments:

  • Attribute Filters: Choose from various attributes such as Created Date, Gender, or custom attributes specific to your user base.
  • Metric Filters: Incorporate metrics such as purchase history or engagement levels to further define your segment. These are based on Observation resources.
  • Estimate Size: As you build your segment, the editor provides an estimate of the segment size to help gauge the scope of your campaign. This feature is particularly useful for several reasons:
    • Resource Planning: Knowing the estimated size helps in planning the necessary resources and personnel to manage the segment.
    • Targeted Strategies: It allows for the development of more precise and effective communication strategies tailored to the segment size.
    • Budget Allocation: Helps in allocating budget more efficiently by understanding the potential reach and impact of the campaign.
    • Performance Metrics: Enables better tracking and analysis of campaign performance by setting clear expectations based on segment size.

Example Use Case​

Suppose you want to target patients in Los Angeles who registered in the past month but have not scheduled an appointment:

  1. Segment Name: "LA New Patients - No Appointment"
  2. Attributes:
    • Location equals Los Angeles
    • Registered after [specific date one month ago]
  3. Metrics:
    • Appointments Scheduled equals 0

This use case demonstrates how to effectively combine attributes and metrics to create a highly targeted segment.