Segment creation, Customer_id
Hello could you please help me in following issue:
I have customer database in Pega Markting with following structure:
Customer_ID (unique), User_ID, Project, Email, metric1
1A, 1, A, [email protected], 20
2A, 2, A, [email protected], 30
3A, 3, A, [email protected], 40
1B, 1, B, [email protected], 120
2B, 2, B, [email protected], 130
3B, 3, B, [email protected], 140
So I need select following emails to send campaign: those emails that are in project B but exclude emails that have metric1<25 in project A. Output should be [email protected], [email protected].
How I can create such segment in Pega Marketing?
Thank you!
Pegasystems Inc.
GB
Hi, given the criteria above, woundnt [email protected] also be selected as it's in project B?
Aside from this logic issue, the rule form based segment option would allow you to specify this criteria which could be written
Critera , Condition
A , Project=B
B, Project=A
C, Metric < 25
logic = A and not ( B and C )
Wargaming.net
BY
Thank you for reply. The idea is how to select based on emails not customer_id.
Answering your question: no, [email protected] shouldn't be selected as "those emails that are in project B" gives us [email protected],[email protected],[email protected], "emails that have metric1<25 in project A" gives us [email protected] and "those emails that are in project B but exclude emails that have metric1<25 in project A" gives us 2@gmail.com,3@gmail.com.
Your solution: "B and C" gives us [email protected], "not ( B and C )" gives us [email protected], [email protected], [email protected], [email protected], [email protected], "A and not ( B and C )" gives us [email protected], [email protected], [email protected]
Correct me if I'm wrong.
Thank you!
Pegasystems Inc.
IN
Try creating a report definition with the required filtering criteria. It will give you the list of email id.
Then use the output to set your email receipient criteria.
Wargaming.net
BY
Thank you! I should try it couse what I need is create segment based on email id but not customer id if it is possible.