Balanced Database Segments
A guide to create Vital Statistics Segments with Balanced Database. If you are unsure on the basic principle of creating Segments look at our guide here.
Step 1. Navigate to Segments
Under the Tools tab, choose the option 'Search For...' then select Segments. This will take you to the Segments homepage.
Step 2. Create a new Segment
- Click on New Segment.
- Give your Segment a name (Mandatory)
- Add a description and code if you choose. A description will help when your colleagues use the Segment.
- Decide which folder the segment will be saved in (Mandatory)
Step 3. Add your Balanced Database criteria
- On your 'Include in Selection' tab click on New Criteria
- Within the Filter Segment screen click on the third tab 'Filter by customer's attributes'
- From the first drop down menu choose 'Classified Customers'
- Click on the '...' icon for this filter line
Step 4. Lookup Classification Customers selection
- From the Classification Sets drop down menu choose Balanced Database Segments and click 'Search'
- Click on the Balanced Database segment that you wish to include in your segment
- Click on the 'Insert Selected' option and click Save. This will close this pop-up search box and your selection will appear in your segment.
If you want to add other criteria such as data protection than add this at this stage.
Step 5. Saving your Segment
Click on Save & Count. This will update the Running Total on the right hand of the screen. Once you are happy click on 'Back'.
Your segment is now created. At this stage, you can click on 'Save & Close' to keep your Segment.
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