Tutorial｜Segment

# 💁🏻‍♀️ Advantages

Create different audience lists using powerful filtering conditions to create precise marketing lists.

# ➤ Plan Availability

• All MAAC plans

• To use interaction (excluding open behavior) and e-commerce conditions, you must be an e-commerce plan user and have completed GA integration.

• If you need to use CAAC related conditions, please filter and create audiences using Customer Data Hub and enable Customer Data Hub integration.

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ℹ️ Starting from January this year, Crescendo Lab Taiwan has expanded the [SMS Broadcast] service that can enable "Send SMS mobile text messages" within the MAAC interface. In response to this expanded [SMS Broadcast] service

-- Before January 20, when filtering [Segment], only your "unblocked" LINE friends will be counted for "LINE Segment Broadcasting"

-- After January 20, in order to make Segment available for [SMS Broadcast], all blocked friends will be included in the calculation of [Segment]. When you select a focus to send LINE messages in [Segment Broadcasting], it will display the number of people who are not blocked, that is, who can receive LINE messages.

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# ▶︎ Setup Steps - Basic Operation

1. Click on Recommended segments

⚠️  Please note that the Valuable LINE contacts use GA4 data from the past two years.

＊You can find the specified segment by searching for the segment name.

＊The contacts will separately display valid LINE contacts and phone contacts within the segment.

2. Customize and create precise audiences.

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ℹ️ 💡 Reminder: To encourage you to regularly organize audience lists and consider system computational load, the default upper limit for the number of audience groups in the background is 30 groups. If you need to increase this limit, please contact the team.

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3. Choose how to create the audience

Currently, support for filtering conditions using MAAC, importing LINE UID, and using Customer Data Hub data for filtering is available (Customer Data Hub will include CAAC-related data, and you need to enable Customer Data Hub integration to use it).

4. Create Segment (Filter criteria by MAAC )

You can use "Filter" or "Exclude Audiences" to create qualified audiences for all MAAC contacts.

At least one of "Filter" or "Exclude Audience" must be set.

5. Add Filter

6. Filter specific time range

• No time limit
• Past specified days : The brands can manually enter the desired number of past days (Maximum of 365 days)
• Custom date range : The brands can specify a custom date range (Maximum of 1 year)

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ℹ️ 💡 Reminder: Some conditions are not affected by the time period, such as tags, engagement level, source, gender, birthday, phone, email, and Customer ID.

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7. Basic filter conditions

8. E-commerce filter conditions

• Click-to-push URL: cannot be filtered if UTM is not set

• Cumulative consumption amount, average customer price amount: if it is greater than X amount, it does not include X amount

⚠️ Please note that the following conditions use GA4 data from the past two years.
1. Interaction："Viewed page"、 "Campaign URL Clicked"
2. E-Commerce：『Average transaction value』、『Accumulated revenue』、『Predicted purchase probability』

9. Set filter condition details

10. Can choose to Match All (Intersection) or Any (Union)

11. Can add group conditions, groups can choose to match all(intersection) or any (union)

🌟 Starting from 2024/04/10, filtering by MAAC conditions supports the "Segment Exclusion " function

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The Segment Exclusion feature is available for:

• Before 2024/04/01, you had bought the EC plan.
• After 2024/04/01, you had bought the Professional plan and Corporate plan. 

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ℹ️ If you plan to directly exclude specific segment based on all contacts, there is no need to add new filters.

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12. Add segment exclusive

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⚠️ Only segments with a status of "Ready" will be displayed here for selection. Some audiences already have two levels of association and will be unable to be selected. In order to ensure computational efficiency, a single segment supports up to two levels of correlation, so it is not possible to exclude segments that already have two levels of correlation.

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13. Select the segments to be excluded

At most two segments can be excluded.

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⚠️ The update sequence, taking Segment A to exclude Segment B as an example:

1. During automatic update, Segment B will be updated first, and then Segment A will be updated.

2. If Segment A is updated manually, Segment B will not be updated, but the system will prompt to update sSegment B.

3. If you update Segment B manually, the system will not notify you.

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14. Complete settings and click create

15. Confirm start calculating segmentation

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ℹ️ 💡 Reminder: If the segmentation status is "Calculating," the set push will fail. Please make sure that the segmentation list status is "Ready"

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16. Update, Edit, Export Segmentation

17. Click the Broadcast icon to add Broadcast immediately

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ℹ️ 💡 Reminder: Segmentation created with Customer Data Hub filter conditions currently does not support list export.

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18. Last updated time

19. Segments scheduled to be broadcast in the next 24 hours will be automatically updated at 03:00 UTC+8 every day. Your focus will be automatically updated at UTC+8 03:00 on the scheduled day, or you can update it manually.

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ℹ️ 💡 Reminder: Automatic update for segmentation with scheduled push within the next 24 hours is at UTC+8 03:00 every day. If you need to schedule on the same day and the segmentation is not up-to-date, please manually update the list.

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# ▶︎Set Steps - Use Customer Data Hub Conditions

20. Select to use customer data hub conditions filter (Includes CAAC Data)

21. Click on existing condition options

The product development team is intensively planning more condition filters. Please stay tuned and keep an eye on us!

22. Can choose from MAAC or CAAC Data

23. Can choose to match all(intersection) or any (union)

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