About Uploaded Data Segments

Overview of Uploaded Data Segments

Uploaded data segments are created using data that was either imported into SAS Customer Intelligence 360 or event data that is collected by SAS Customer Intelligence 360. Uploaded data segments can access the following types of data:

• attribute-based information that is collected from behavioral events. You can create these events from the Event TrackingEvents page.

• imported data. This data is associated with customer tables, which are created on the Table Management page in AdministrationGeneral.

  For more information, see Managing Customer Tables in SAS Customer Intelligence 360: Administration Guide and Importing Customer Data in SAS Customer Intelligence 360: Administration Guide.

An uploaded data segment contains the following items:

• the Segment Map. The segment map contains the criteria that define the characteristics of your segment. These criteria determine which individuals become members of the segment.
  Note: Uploaded data segments do not support marking a node in the segment map as a segment. As a result, in uploaded data segments, the segment and the segment map refer to the same thing.
• Segment map properties, which are defined on the Properties tab. This is the information about your segment, such as the segment name and description. Some of these are required.
  Note: Uploaded data segments do not support adding a code to a segment node.
• A profile of the segment, and any other segment that you have selected to compare with the current segment. This information is available on the Segment Profiles tab.
• a status and list of all items that might be associated with the segment. This information is available on the Orchestration tab.

Segment Membership

When you create an uploaded data segment, segment membership is determined based on how the segment is used. For all segments, SAS Customer Intelligence 360 precalculates the members of the segment based on the imported data and existing events.

For bulk tasks, this precalculated value is used by the task when the task is run. For triggered tasks and inbound tasks, SAS Customer Intelligence 360 evaluates segment membership in real time based on the criteria that is defined in the task.

Precalculated membership is determined when a segment is run (that is, processed). These are the instances in which uploaded data segments are run:

• Every segment is run once during nightly processing, which occurs between 7 PM UTC and 12 AM UTC. This run happens regardless of other runs that might be triggered.
• Every segment is run when it is published or republished.
• For bulk tasks, segments that use uploaded data are run after the first successful update of the day for each customer table that is associated with the segment. This run happens in addition to the scenarios that are mentioned above.

  Subsequent uploads to the same customer tables update the customer data, but these segments are not processed again until the nightly process or when the segments are republished.

• Segments that are based only on event data (and not uploaded data) are run during the nightly process or when the segments are republished.

The segment's Date Run value specifies the most recent date that the segment membership was updated.

Note: Updating the count (for example, by clicking in the segment) does not run the segment. Membership is not affected when counts are updated.

Segment Profiles

You can see information about the characteristics of an uploaded data segment by accessing segment profiles. You can use segment profiles to better understand the differences or similarities between different groups of people. There are two types of profiles.

• Segment profiles compare the members of the segment with everyone else. Segment profiles are automatically generated for segments.
• Segment comparison profiles compare members of two different segments. You select which segments to compare.

For example, suppose that you want to get more information about people who opt out of email notifications. First, you create a segment called Opt Out. You can now access the profile for Opt Out to see which characteristics differentiate the people who opt out of receiving emails from everyone else.

Next, you want to compare the characteristics of people who opt out of receiving emails with people who request to receive emails. If you create a segment for people who choose to receive emails, you can compare it to the Opt Out segment. Viewing the segment comparison profile for the two segments can help you discover which characteristics are similar or different among people who opt out of receiving emails and people who choose to receive emails.