To configure this feature, ensure Configuring Campaign Manager is complete.

Marketing users can define which account__v field is used to define segments of targets for their Multi-Action Campaign or Journey.

To define segmentation fields:

1. Navigate to the Overview tab of the appropriate campaign or journey.

2. Select the Select Segmentation tile in the Define Segments section.

   

3. Search for and select the appropriate account__v field to use as the basis for segmentation. The following field types are supported:

   • Picklist
   • Yes/No
   • Object
   • Number

   Marketing users must have at least Read permission to fields for them to display in the list.

4. Select the Select Segmentation button.

The Segments sub-tab displays, enabling marketing users to define segment criteria.

Once a segmentation field has been selected, marketing users can determine the criteria by which their targets are divided into segments:

1. Navigate to the Segments sub-tab.

2. Select Edit Segments.

   After initially defining the segmentation field, the Segments sub-tab automatically displays in Edit mode.

3. Edit the default segment with the appropriate information:

   • Segment Name

   • Target – The criteria for the segment. The following operators are supported, based on the field type of the segmentation field:

     Operators	Supported Field Types
     is/is not	Picklist Yes/No Object
     is any of/is none of	Picklist Object
     is blank/is not blank	Picklist Object Number
     is equal to/is not equal to	Number
     is less than/is greater than	Number

   • Assigned to – Select the appropriate flow to assign the segment to. See Defining Flows for more information.

   

4. Select the + Add Segment button to repeat this process for as many segments as required.
5. Drag and drop the segment cards into the appropriate order.
6. Ensure the final, Unmatched Targets segment, representing targets that do not fit in any of the defined segments, is assigned the appropriate flow.
7. Select Save.

Targets are automatically assigned to the first segment they match to, even if they also match other segments.

Different segments can have different primary and follow-up actions, separated into flows.

To create a flow:

1. Navigate to the Add Details section.

2. Select the appropriate channel for the default flow’s primary action. Available channels are:

   • Email
   • Field Email
   • Field Action

   Specific channel availability is still dependent on using a campaign versus a journey.

3. Add all appropriate follow-up actions, as needed.

   

4. Select the pencil icon to rename the flow, if necessary.

5. Select the + Add Flow button to create an additional flow.

   

   

6. Define the new flow’s name, primary action, and follow-up actions in the same manner as the default flow.

7. Select Assign to Flow to display the Assign to Flow modal.

   

8. Drag and drop each segment to the appropriate flow.

   

9. Select Manage Segments to display the Segments sub-tab.
10. Select Edit Segments.
11. Edit each segment’s Flow field to assign the appropriate flow.
12. Select Save.