Configuring Segment Criteria Templates

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Last updated: Dec 01, 2016 by Persia Xenopoulou (Deactivated)

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Navigating to Segment Criteria Templates

FOUNDATION > SEGMENTATION > MANAGE SEGMENT CRITERIA TEMPLATES

What are Segment Criteria Templates?

Segment Criteria Templates are templates used during the creation or modification of a Segment.  As the Criteria are defined in the Template, existing Queries can be edited and reused instead of (re)written from scratch.

Navigate to Segment Criteria Templates and explore existing records via the Summary page.  

  • Click on the link (Name or Number) of the record of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Template, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Segment Criteria Templates.

Check the Validations & Restrictions Table below for a list of available Actions when working with Segment Criteria Templates, including each Action's related validations.  View the Attributes Table for a comprehensive description of the Segment Criteria Templates fields.

 SEGMENT CRITERIA TEMPLATE

Validations & Restrictions

ActionValidations
Create
  • Mandatory Fields must be defined
  • Name and Alternative Code must be unique
Edit
  • Mandatory Fields must be defined
  • Name and Alternative Code must be unique
Delete
  • Not Applicable

 

 Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
Name*The name of the Template.
Alternative CodeThe alternative code of the Template.
DescriptionThe description of the Template.
Criteria
Criteria

The criteria for segmenting the information, which can be specified using a CRMQL query.  Auto-complete features are available while typing CRMQL queries. The correctness of the CRMQL queries is validated on saving the Segment Criteria Template.

Entity

Determines the type of information which will be grouped in the Segment. The filters or the queries which can be defined in the Segment depend on the selected entity. The supported Segment entities are the following:

  • Contact Information
  • Subscriptions
  • Accounts Receivable
  • Bills
  • Activities
  • Jobs
  • Rewards Participants
  • Award Transactions
  • Spend Transactions
  • Award Expiration Transactions
  • Service Requests
  • Payment Gateway Cards
  • Payment Gateway Requests
  • Payments
  • Bills
  • Buy in Advance Request
Log Information
Log DetailsThe standard set of Log Details information available in all entities.

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