Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/Segments.htm

## Segments and Flows in Campaign Manager

Marketing users can divide the targets of their campaign or journey into segments based on supported account\_\_v fields, each of which can be assigned a distinct and unique flow. This enables more flexible, targeted, and relevant campaigns and journeys.

Multi-action journeys use the [Builder](Builder.htm) sub-tab, which has planned future support for branching by field values instead of segmentation.

**Who can use this feature?**

* Marketing Users – Browser
* [Defining Segmentation Fields](#Defining3)
* [Defining Segments](#Defining)
* [Defining Flows](#Defining2)
* Users require a Campaign Manager license

### Configuring Segments for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

To configure this feature, ensure [Configuring Campaign Manager](../Config/ConfigCM.htm) is complete.

### Defining Segmentation Fields

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Marketing Users](#)

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.

   ![](../../../Resources/Images/CampaignManager/Segments2.png)
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](#Defining).

### Defining Segments as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Marketing Users](#)

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](#Defining2) for more information.

   ![](../../../Resources/Images/CampaignManager/Segments3.png)
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.

### Defining Flows as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Marketing Users](#)

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](SendEmails.htm)
   * [Field Email](FieldEmails.htm)
   * [Field Action](FieldActions.htm)

   Specific channel availability is still dependent on using a [campaign](../Creating/CreatingCampaigns.htm) versus a [journey](../Creating/CreatingJourneys.htm).
3. Add all appropriate [follow-up actions](CreatingFollowupActions.htm), as needed.

   ![](../../../Resources/Images/CampaignManager/Segments6.png)
4. Select the pencil icon to rename the flow, if necessary.
5. Select the **+ Add Flow** button to create an additional flow.

   ![](../../../Resources/Images/CampaignManager/Segments7.png)

   ![](../../../Resources/Images/CampaignManager/Segments5.png)
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.

   ![](../../../Resources/Images/CampaignManager/Segments8.png)
8. Drag and drop each segment to the appropriate flow.

   ![](../../../Resources/Images/CampaignManager/Segments9.png)
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**.

### Related Topics

[Creating Follow-up Actions](CreatingFollowupActions.htm)

[Using the Target List Builder](../TargetList/TargetListBuilder.htm)