Add Properties to Your Uploaded Data Segment

Properties are used to describe or identify your uploaded data segment. To update the properties for the uploaded data segment, click the Properties tab and modify the available properties. The following properties are available for uploaded data segments:

• Name for the segment.
• Description for the segment.
• Folder where the segment is stored.
• Code to uniquely identify the segment.

  When an item is imported or migrated to SAS Customer Intelligence 360, the existing code value for the item is retained. Depending on the code settings for your environment, the code value might be editable. This value is not required to be unique to be valid. If the value is editable, you can change it to match the code value for another item. Valid characters for codes are alphanumeric characters, multi-byte characters, numerals, underscores, hyphens, and periods. Blank spaces are not allowed in code formats.

  The Code field enables marketers to use a segment map to target customers based on their internal attributes (account type, balance, and so on) and their previous interactions. These codes are used to communicate information about the targeted customers to vendors or downstream systems. Using codes can minimize errors in text and punctuation that might occur when using an item name that is typically lengthy.

  The information in the Code field can be used for operational reporting. The information can also be used to select or suppress customers for targeting messages (for example, a marketing message might target or exclude all customers who responded to direct marketing task 12345).

• Select Make the segment map available to the customer state profile to make the data for SAS Customer Intelligence 360 available to SAS Intelligent Decisioning so that SAS Intelligent Decisioning can return criteria for targeting and merge tags. The targeting and merge tag criteria are displayed in the Decision Flows and Models folder.
  Note: This option is accessible only after SAS Intelligent Decisioning is enabled for your tenant. For more information, contact SAS Technical Support.
• Category to specify custom properties for the segment.

  A category is a collection of custom properties that is defined in the custom properties spreadsheet. For more information, see Defining Custom Properties in SAS Customer Intelligence 360: Administration Guide.

  When you associate a segment with a category, the segment is associated with the custom properties that belong to that category. In the Custom properties section, enter or view information for your custom properties. For more information, see Custom Properties.