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Creating a Criteria Segment

Updated on September 15, 2022

With Criteria Segments, you can define one or more conditions that must be true before a customer can be part of audience.

Pega Customer Decision Hub
  1. Click AudiencesSegments.
  2. Click Create.
  3. Enter a Description for the new Segment.
  4. In the Context section, select a customer context.

    By default, the primary context, or customer entity, is Customer, mapped to the PegaMKT-Data-Customer class. You can use the Context Dictionary to review or update the default context, configure a different primary context, or add an additional customer context. For example, you can configure Account or Subscriber as additional customer entities. For more information about configuring additional customer entities, see Defining customer contexts for multilevel decisioning in Pega Customer Decision Hub.

  5. In the Type section, select Criteria.
  6. Click Create and Open.
  7. Add criteria groups to your Segment. For more information, see Designing Criteria Segments.
  8. Click Save. The Criteria Segment is saved and checked in.
  9. Click Run to populate the Segment with the current set of customers.
    You can click Stop to stop the Segment execution, or continue with other work while the Segment populates. After Pega Customer Decision Hub finishes populating the Segment, Population count field displays the number of customers in this Segment out of the total number of customers in your application.
    Note: If your Pega Customer Decision Hub application is installed on a PostgreSQL database, the total number of customers is shown as an approximation.
  10. Optional: To automatically refresh your Segment, configure a schedule. For more information, see Optional: Configuring Criteria Segment Runs.
What to do next: Once a Segment is created, you can view it in the Segments landing page. For more information, see Managing Segments.
  • Designing Criteria Segments

    This section describes the default method of designing Criteria Segments.

  • Optional: Configuring Criteria Segment Runs

    In the Options and Schedule tab of the Segment, you can configure various options for the Segment and schedule its execution. All settings in this section are optional and can be configured according to your needs.

  • Intelligent Segmentation (deprecated)

    Intelligent segmentation assembles recommended criteria from statistical analysis of various input sources and ranks them according to how well they do at predicting certain outcomes. This helps the marketer to identify groups of customers, form Segments, and use them without the need for guess work.

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