Creating a Campaign Segment

Follow these steps to create a Campaign Segment:

1. Open a Campaign record.
2. Click Segments tab.
3. 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.
4. Enter Name for the Campaign Segment.
5. 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.
6. 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 View filter type, enter the name of a Persons view you created in the View link box.

   

7. 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.
     
     
8. Save and close the record.