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- Open a Campaign record.
- Click Segments tab.
- Right-click in the grey area below the Segments heading and choose New.
- A new Campaign Segment record appears.
- The Campaign field is automatically filled in with the name of the campaign you opened in Step 1.
- Note that you can also open Campaign Segments records directly from the Campaign Segments service.
- Enter Name for the Campaign Segment.
- Select Filter Type: Standard or View.
- Select Standard if you want to define the segment population based on a SQL query. This option is for advanced users who can write SQL queries.
- Select View if you want to define the segment population based on a view you created of the Persons service.
- Enter the segment's filter criteria based on the Filter Type you selected.
- If you selected the Standard filter type, enter a SQL query in the SQL Query field.
- If you selected the Standard filter type, enter a SQL query in the SQL Query field.
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- If you selected the View filter type, enter the name of a Persons view you created in the View link box.
- If you selected the View filter type, enter the name of a Persons view you created in the View link box.
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- Enter a rank for the segment in the Rank field.
- Prospects who are in multiple segments are associated with the segment that has the lower number in the Rank field (that is, a lower number corresponds to a higher rank). The rank specifies the order in which segments are processed by the Campaign List Builder wizard.
- If two segments have the same rank, the Campaign List Builder wizard processes the segment with the smaller ID first.
- Save and close the record.