Segmentation in Taxi
Segment sets and single segments are defined in the segmentation section of your Taxi account. These allow you to set up rules to control which content is sent to the groups of people within this segmentation. They are then applied to any of the modules in your Email Design System to give you complete control of the specific content that’s sent to your customers.
This segmentation is mapped by the connector to ampscript code snippets, and this ampscript is run when the email is sent. This ensures each recipient gets the content selected for them.
Once segments are defined it is possible to use them in the Taxi editor and to preview content for each segment.
To be able to export code through the connector, the ampscript for segments must be added. This ampscript is set per connector. This means you can use different ampscript between environments, so you can work with different data structures and formats if needed. You can read more about AMPscript Language Elements here
Code for segments is entered through the segmentation settings.
Below are the supported operators:
Comparison operators compare values. These operators are case-insensitive.
- == Is equal to
- != Is not equal to
- > Greater than
- < Less Than
- >= Greater than or equal to
- <= Less than or equal to
Use join operators to combine multiple conditions.
- AND - Both conditions must be true
- OR - Either condition must be true
The NOT operator reverses the result of any Boolean expression.
- NOT - Reverses the Boolean expression
When setting up segment sets for the Salesforce connector you are able to select which data extension you want to use to segment your emails.
A data extension is a table in Salesforce that contains your data. For more information see here
Next to each segment if statement, there is a dropdown to select which value from the data extension you want to use. When you select an item from the dropdown it populates in the fields on the segment set page. This can make it much easier to set up your segment sets and match it to your data, as you won’t have to copy and paste in the values and risk adding in the incorrect rules.