Learn how to create a segment for Reltio Intelligent 360 in the Reltio Hub.

1. From the left navigation pane, select Segmentation.
   You see the Segments page listing the existing segments.

   Note: If no segments are available, you see a message on your screen along with a Create Segment button. Click on the button to see the Create segment screen.

   In the left pane, you see three tabs:

   • All segments - lists all segments that you can access in your tenant.

   • My Segments - lists segments that you created, and which are visible only to you.

   • Favorites - lists segments that you've added to as favorites.

2. On the Segments page, select the + Create segment button on the top left or select the Create segment button in the middle of the screen.

   

   On the Create new segment page, the segmentation rule builder appears. You can add additional rules by selecting Add set, if needed.
3. In the Entity type field, select the entity type for which you want to create a segment. For example: Individual.

   

   Let us select the HCO entity type here.

4. Set the filter criteria for the segmentation rules by selecting an attribute, the appropriate operator, and specifying the value of the attribute.

   

   In the attribute field, you will see a list of attributes that are marked for segmentation. This can be done either in the Console. For more information, see topics and Enable attributes for segmentation.

   The Audience facet on the right side displays the a chart that depicts the percentage of profiles that match your filter criteria.

   Note: When creating a segment, this chart is available only for segments with real-time refresh, and not segments with batch process.
5. Add interaction details to narrow down the segment to the desired audience.
   1. Select the interaction attribute and a relevant operator and specify the value for which you are creating the segment. For example: date on which the exhibition is going to be held.

      

   2. The corresponding Interaction type is automatically displayed. You can set the condition with regard to its presence or absence by selecting the Exists/Not exists value.

      

      Based on the selected interaction type, the attributes are listed in the Select attribute field.

      Here, since we have selected an interaction attribute, the refresh is set to Batch refresh with the following message:

      

      Your complete rule is also listed at the bottom of the page.

      

6. Select Save Segment from the top right corner of the page.

   If the segment is refreshed in real time, you see the following screen:

   

   Enter the Name, Description, and select whether to share it with everyone or keep it private.

   If the segment is refreshed as a batch, you see the following screen:

   

7. Enter a Name, Description, and specify the outreach of the segment by selecting either Only me or All users in the Share with field.
8. In the Segment refresh frequency, select one of the following options:
   1. 
      
   2. One time - Select this option to refresh the segment details only once. Enter the Date and Time when you want the details to be refreshed, as shown below:
      
   3. Recurring - Select this option to refresh the segment on a recurring schedule—repeating every n days for the specified duration. Enter the schedule for the segment, as shown below:
      

      Enter the frequency in terms of days, weeks, months or years it has to be repeated, along with the time. Specify the sync period. If you want this refresh to be done indefinitely, select the No end date checkbox.

9. Select Save.