Segmentation Profile filter issue

[vervinckt_joyca]

Hi all,

I encounter the following difficulty on filtering my marketing segmentation profiles:

We have some marketing areas in our company, let's label them area 1 and area 2.

And each marketing area has a separate segmentation profile.

On the segmentation profile there is a filter on the respective marketing area of the InteractionContact, e.g. filter on marketing area 1.

Then we noticed that in the segmentation profile of Area 1, we could still see interactions belonging to Area 2. We didn't want that, so we added a second filter on the Interaction's Marketing Area = 1.

Then we had the problem that this filtered out any contacts who did not yet have any interactions... also not the purpose.

So we added a third filter: Interaction's Marketing Area can also be "Null", so empty.

But now we are stuck on the final issue:

A contact exists on both marketing area 1 and 2.

He already has interactions on area 2, but he does not yet have interactions on area 1.

Unfortunately this contact gets filtered out of the segmentation profile with the three mentioned filters 😞

So to summarize, my three filters are:

IC_MKT_AREA_ID EQ 1

IA_MKT_AREA_ID EQ 1

IA_MKT_AREA_ID is NULL

Any idea how I can make sure my final case of contacts does not get filtered out?

Thanks!

[Former Member]

vervinckt.joyca, you have Marketing Area for the interactions, right?

The contact is filtered out from the segmentation with the profile 1 because it doesn't have any interaction with Marketing Area 1, right?

Just some validations to think about the problem.

Regards,

[vervinckt_joyca]

Hi Bruno,

We have the marketing area on the interactions indeed.

The case is a bit different than you said:

A contact, let's call him Peter, exists on Marketing Area 1 and on marketing area 2.

Peter has interactions on Area 2, but not on Area 1.

So this filter resolves as follows:

IC_MKT_AREA_ID EQ 1 -> OK

IA_MKT_AREA_ID EQ 1 -> NOK

IA_MKT_AREA_ID is NULL -> also NOK, because he does HAVE interactions, but they are on area 2... which makes them not NULL 😞

(while contacts who have no interactions at all on any areas, do appear correctly as there the NULL filter is fulfilled)

[Former Member]

Hi vervinckt.joyca. Thank you for the clarification. I think that you can change the filters to fulfill your requirements. Instead of using the IA_MKT_AREA_ID EQ 1 use IA_MKT_AREA_ID NE 2. With that solution you won't need the "NULL" condition as well.

Let me know if that helped 🙂 Regards,

[Former Member]

Just in case.. the NE is (Not equal to) 😉

[vervinckt_joyca]

Hi Bruno,

Thanks,

That approach does work technically.

Practically, I have more marketing areas than just 1 and 2, So I need to NE a lot...

Also whenever a new marketing area would be created, we need to remember to adjust all of the segmentation profiles to also NE that new area...

(PS I did still need the NULL condition, without it I was not able to see contacts who did not have any interactions)

... this would be so much easier in case authorisation restrictions on marketing area would also apply to segmentation 😞