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 using dynamic content rules, and this 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 code for segments must be added. The rules are set per connector. This means you can use different rules between environments, and you can work with different data structures and formats in your different environments.
Code for segments is entered through the segmentation settings.
With the Acoustic connector, you are able to select the contact source you’d like to use. Contact sources are databases, contact lists, and queries. Find out more here. Once you’ve selected this you can choose from different criteria within the contact source, for example, gender or location. You can then input the value (group of recipients) you want to map the content to. For example ‘gender = male’ or if ‘location = London’
The criteria is selected by a dropdown, which 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 rules and risk adding in the incorrect code.
With this connector, you can also control the type of rule you want to set up. You can set it up so the value matches the criteria, e.g. if gender = male. Or you can do the opposite if you want the value not to match the criteria e.g. if gender does not = male. If the values are numerical you can also have greater than or less than rules e.g. if age is greater than 25.
When you segment a module in Taxi, you can see multiple versions of the module within the editor depending on how many segments you’re sending to.
When you export out of Taxi, instead of the two modules with dynamic script around those modules like you get with some other connectors, you'll see a bit of code which is linked to a dynamic content rule in Acoustic.
This is what it looks like in Acoustic:
When you see this code in Acoustic you're able to edit it, and when you do that you can see the rule that's been applied.
In this example, you can see it's using the criteria, if gender = female to control who sees the content.