The Segmentation Data Query Builder enables you to query and segment your data by – for example - key demographic variables, e.g. send a targeted campaign to all your contacts who: are male, aged 21-30 and have expressed an interest in sports equipment. If you have the data in your address books then BrotherMailer will enable you to segment by it.
To create a segmentation query, select “Contacts” from the left-hand navigation menu. The first tab displays your current address books:
Click on the “Segmentation queries” tab:
To create a new segmentation query, click on and the “Create segmentation query” screen is displayed:
Give your query a name and a description so it is easily recognisable. You may want to describe the attributes of the contacts you are grouping or describe the mailings you plan to use the list for.
The “Data sources” are your address books and the default selected is “All contacts”. To select another address book, uncheck “All contacts” first and then select the address book(s) you wish to use for this query.
To build your query using the address books selected, click on the Add filter link. Filters enable you to easily apply rules, conditions and define the criteria and database attributes you want to build your query with. In our example this will be “Males aged 21-30 who have a product interest of Sports Equipment”.
When the Add filter link is clicked, you are presented with a list of all the Contact data fields that exist in your address books:
Select your first filter by clicking on the appropriate field. This will appear as part of the first condition. In our example below, we have selected “Gender”:
Click on the [operator] link to display a list of operators. Click the appropriate radio button and your condition is updated.
Finally, click on the [value] link. Enter the value in the input box that appears and click on . Typing the first 3 letters into the value box will automatically prefil the box with a matching value if BrotherMailer finds one in your contacts list.
Your completed filter is displayed.
Click on the icon to save this first line of your query. If you are creating a multiple line query (i.e. with more than one set of criteria), you must save each line before adding the next filter.
In this instance you can now add the next filter, click on the Add filter link and select the next contact data field to be used for the second set of criteria, in our example below we have selected “Age-Group”:
The condition And has automatically between applied between the two sets of criteria. To change this, e.g. to perhaps “Or”, click on the And link to display a list of possible options.
Make your selection and continue to set the [operator] and the [value] as previously described, making sure you click on the icon when finished.
In this instance you can now add our final filter; in our example below we have selected “Product-Interest”. Select your condition, filter and values as described previously.
Once all your criteria have been completed, click on .
Your segmentation query is processed and your query now appears under the “Segmentation queries” tab. It contains 169 contacts.
Using your segmentation query with a Campaign.
To send a campaign to the segmentation query you have created, move back to your Campaigns list and click the send icon alongside the required campaign. You are prompted to select the required data source and the default view will be your “Address Books” tab.
Select the “Segmentation queries” tab and any queries created will appear in the list. Check the box next to the segment you want to send to. You may select more than one:
Click on and process your campaign as usual.