Segmentation Matrices Wizard

Segmentation Matrices Wizard is used to segment your contacts. You can create a matrix that will add tags to contact after its every visit on the website. It is possible to set matrix with the Wizard or in the Automation Processes.

Go to Automation Processes => Segmentation => Segmentation Matrices

TIP: From a segmentation matrix list you can quickly turn a matrix on and off using this button: enter_the_matrix


Contents:

  1. Basic settings
  2. Rules
  3. Summary

1. Basic settings

[1] Segmentation matrix name – to begin setting the matrix, enter Its name. It helps to identify matrix in the system.

To proceed, press Next.


2. Rules

If you want the matrix to work, you need to set a rule for it. We can set simple or dynamic rule.

Simple rule:

[1] Visited website – insert monitored website address for which rule will be set.

[2] Visited page (URL) – if you want to activate the rule after contact visits particular subpage, you can type Its URL.

[3] For at least – choose a minimal amount of time that contact has to spend on the website after which a tag will be assigned to the contact.

[4] Add tags – type in the tags that are going to be assigned to the contact after he or she visits a website or a subpage for a specific time.

[5] Add scoring tags – points that are going to accumulate every time contact fulfils previously set conditions.

[6] Add rule – in consequence, the rule will be added to the matrix, you can check its details in the section Segmentation rules.  Also you can edit and delete the rule. You can add other rules to the matrix.

1

Dynamic rule: 

Dynamic rule usage is different than a simple rule. It is an advanced option you can see more detailed information about It

>>You can find more information about creating dynamic rules here

Therefore usage of every step of the rule is the same, except [2] visited page (URL). You need to insert URL regular expression and create the matrix with indicated part of the website address. After contact visits every given tab of the regular expression, the tag will be signed to It.


3. Summary

[1] Summary of the segmentation rules – this is the name of the created matrix.

[2] Summary of the segmentation rules – the details of the rules created within the matrix.

[3] Activate segmentation matrix – to activate the matrix turn It from OFF to ON.

If you want to save the matrix in the system, press Save rules.

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