Navigation Path​

  1. In the ​Main Navigation​, click ​Contacts​ > ​Segmentation Builder​.
    ⇒ The ​Selection Plans​ window opens.
  2. Click ​Create​.
    ⇒ The ​Selection Plan​ window opens.
  3. Define a unique name for the new selection plan and enter a description.
  4. Click ​Create​.
     ⇒ A new selection canvas opens.
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Purpose​

The canvas is an area where you define the structure of the selection plan. A selection plan is a structured list of criteria that filters contacts in Mapp Engage.


What can I do in this window?

  • Create a selection plan that segments your contacts into a more specific target audience.
  • Configure the criteria settings in the settings panel.
  • Add or remove criteria and containers to the plan.
  • See how many contacts are in your selection and in each criteria.
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Related Topics​

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Criteria​

To add criteria to the canvas, double-click the criteria in the ​Add New Criteria​ panel. You can also drag and drop criteria onto the canvas.

To search for criteria by name, enter the first few letters of the name in the ​Search​ field. For example, enter "Last Name" in the search field.

To rearrange the criteria on the plan, drag and drop them into a new location.


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Canvas Actions

Description

​Move Criteria​

Drag the criteria to a new location. Visual hints show you where you can drop the criteria on the canvas. A criteria can be repositioned to any valid position and moved into or out of a container.

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Mouse-over the criteria to display the  context menu.

  • ​Copy:​ Creates a copy of the selected criteria.
  • ​Delete:​ Deletes the selected criteria.
  • ​Edit:​ Edits the criteria. A settings panel opens on the right of the window.

Mouse-over the criteria to display the  pencil.

Edits the criteria. A settings panel opens on the right of the window.

If you do not define the criteria, a warning appears on the canvas. You cannot publish the selection until you have defined all the criteria.

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Click this button to calculate the selection counts.

As you work in the Segmentation Builder, you see three numbers:

  • The total number of contacts in the selection. This number appears at the top of the selection plan.
  • The number of contacts who match the filter criteria of a container. This number appears at the top right of each container.
  • The subset of contacts who match single filter criteria. This number appears on the right side of each criteria.

To refresh all counts, click the icon at the top of the canvas.

For more information, see Contact Counts in Segmentation Builder​.


.Containers​

To add a container to the canvas, double-click ​New Container​ in the ​Add New Criteria​ panel. You can also drag and drop a container onto the canvas. When you create complex selections, you use containers. A container functions like a set of brackets in a mathematical expression. With containers, you can create selections that combine both ​AND​ and ​OR​ operators in a single selection. You can create containers within a container to group criteria in different levels.

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Example:

Select contacts who live in London ​OR​ drive a certain car. The car is expensive ​AND​ has a certain colour. The colour is red OR blue.

London ​OR​ (expensive ​AND​ (red ​OR​ blue)).

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Operators​

When you create a selection plan with multiple criteria, you combine the criteria with logical operators.

To change the operator, click the operator on the canvas.

All conditions on the same level or in the same container must have the same operator. If you change one operator on a level, the operators for all other conditions on the same level change at the same time.

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Structure

Description

​AND​

The contact must match all the criteria on the level or in the container.

​OR​

The contact must match one or more of the criteria on the level or in the container.