Create a Segment

Once you've connected to Snowflake, selected your tables in the Schema Builder, and authenticated destinations as outlined in the Get Connected section, you're ready to start building powerful segments right in Simon!

Create a new segment

Creating a new segment involves a few steps, all described in more detail in the following sections:

  • Name and describe your segment
  • Add filter and/or event groups
  • Save

1. Create a segment and describe it

  1. From the left navigation, click Segments.

  2. Click Create Segment.

  3. Name your segment.

    1. Optionally click Add Description to add a description. We recommend including a description that describes your segment's goals so you and your peers can effectively leverage the segment in flows later. You can also choose to auto-generate your segment description using AI. It generates as you choose properties
    Segment description

    Segment description

You can also choose to auto-generate your segment description using AI. It generates as you choose properties:

AI generated Segment description

AI generated Segment description


2. Add filter and/or event groups

πŸ“˜

Segment definitions

You can review segment criteria and conditions in more detail here.

  1. Add Filter Groups to segment your audience.

Add Property filter groups and/or Event filter groups to focus your segment. Choose either property filtering or event filtering to start.

  • If you add a Property Filter Group, choose any field that exists within any of the connected tables brought in by the Schema Builder.
  • If you add an Event Filter Group, fill in the required fields to narrow down your audience.
  • Click Add Filter to add additional fields within the filter group. Toggle between and/or logic by clicking on either
Add property filter and/or event filter groups to create a segment of contacts

Add property filter and/or event filter groups to create a segment of contacts

  • For for both property filters and event filters using the is and is not comparisons, use the drop-down box for fields with distinct values so you don't have to guess the syntax for the field value. The list is populated with values from your data warehouse with values refreshing daily. Newly connected fields may take a few minutes for their values to be available. If there are more than 1,000 unique values, you'll see a sample of 1,000 unique values to help you understand the value formats as you enter the criteria.

βœ…

Segments in depth

  • Click Fetch KPIs to view the current count of contacts in this segment base on the data in your Snowflake instance, allowing you to control the size of your segment:
  • Click Refresh Schema at any time to sync with any changes to your Snowflake schema, and represent the most current version of your Snowflake table right in Simon.

πŸ“˜

Make field type changes in Snowflake

We determine the set of operations you can perform on a field in the segment builder by the type of that field in Snowflake.

Include both Property filters and Event filters

Click Add Filter Group to add an additional Event or Property filter group. Click And/Or to toggle between the two options:

Combine filter groups as needed, toggling between and/or

Combine filter groups as needed, toggling between and/or

  • When you select a property, the name of the table the property belongs to displays in grey in the drop down, and then again below the property in the segment definition.
  • Each event type in the drop down corresponds to an event table in the schema builder, and the filters applied to event types correspond to the fields in each event table to allow you to further refine the events that meet your criteria.

Include all customers

Delete all the filter groups to include all contacts.


3. Save

Review your segment to confirm it meets all your goals as outlined in your optional description. When you're satisfied, save your segment then continue on to create a flow with it!


Edit, Copy, Archive

You can edit, copy, or archive a segment.

These functions are in two places:

  • On the right side of the segment page:

  • From the segment dashboard, scroll to or search for your flow then click the three dots to the right.


Your segment in Snowflake

When you save a segment, we automatically save a view in your Snowflake instance with the logic defined by that segment. Find this view at SD_SEGMENT_<SEGMENT_ID>_<SEGMENT_NAME>. (The database and output schema are specified in the Snowflake credentials when you authenticated).

  • Because the segment is stored as a view, it recalculates whenever you query it. There's no need to refresh the data manually when you query the view because it will contain the most current data.
  • The view has one column that contains all of the simon_ids for the contacts that fall into that segment.