Personalized Segments for Dotdigital

Athos Commerce sends data to Dotdigital that can be used to create personalized segments for your messaging campaigns. The data fields provided can be leveraged to target specific groups. Because Athos is already tracking and calculating multiple metrics for each registered customer, we can append that data to Dotdigital customer records so it can be used in Dotdigital for segmentation purposes.

Segments can be defined based on customer attributes or behaviors.

Configuring segments

Once you have established a connection, data will be uploaded periodically to append metrics to your customer records in Dotdigital. (Please allow 24 hours for the first set of data to populate. Then you can log into Dotdigital to begin setting up segments.) From the main menu in Dotdigital, click the "Audience" section and click "Segments" to see your existing segments or to create new ones.

Dotdigital segments are shown in the table below. You can create new segments with the "New Segment" button shown above. In the new window that appears, select which contacts to use for this segment.

In the example below, we have chosen "Blank template". Title the segment, then click the "Continue" button.

A new window will appear and show the building blocks to customize your segment.

Click the "Insight data" block from the menu on the left and drag it into the "Include contacts…" section or the "Exclude contacts…" section.

Click the [click to select Insight data] link to select from the options available. When you click the link, the following pop-up window will appear:

Click the drop-down menu to select "SS_Segmentation_Data", which will pull up Athos-specific data fields.

Under the "Record filters" section, click "Select data field" to choose a field.

Scroll down to see all options, then select one, choose the equation ("is equal to" or "is not equal to", for example), add a value, and click the "Okay" button. In the example below, we have selected "ss_ordercountlast30days" with at least one order in the past month.

You may add multiple conditions to this segment. Once the first condition is defined, drag over another "Insight data" block, select "And" or "Or", and click the [click to select Insight data] link to add another defining characteristic.

In our example here, we have selected a second condition: if the lifetime purchase value is among the highest.

Once all conditions are configured, save your changes by clicking the "Save" button in the top-right corner of the screen.

You may then generate the segment by clicking the "Generate Segment" button in the top-right hand corner. A confirmation window will appear if you haven't saved your latest changes; you may then save and continue by clicking the button.

Once the segment has been generated, you can click the "Refresh Count" button in the top right-hand corner to confirm the number of records in the segment.