Learn about the Segmentation feature for Reltio 360 Data Products in the Reltio Hub.

Discover how the Segmentation feature in Reltio 360 Data Products helps you manage large datasets efficiently.

Use Segmentation to divide large datasets into smaller, more manageable groups based on criteria like demographics or behavior. Analyze data more effectively and tailor marketing strategies to target particular segments.

The Reltio 360 Data Products hub provides you with a specific menu to easily and quickly visualize and create segments of the data on your tenant.

Watch the following video to learn how to create and manage a segment.

When you open the Segmentation page you see a table containing a list of segments you created. If there are no segments then the menu displays a welcoming message.

Select the + Create segment button on the top left or, if you don't have any segments created, select the Create segment button in the middle of the screen to open the Create new segment menu and create a new segment.

In the Create new segment menu you can build a search query by selecting the entity type on the left-side facet. You can add filters to the search by selecting the search bar and then the check-boxes you desire. Or you can select the search bar and search for the filter you want.

This search query filters the profiles you want to include in the current segment.

Alternatively, select the Advanced search button to open the Advanced search menu. Here you can build a query with advanced filters from several drop-down menus. Select the entity type to filter from and then select the attributes and the validation functions that the attributes must meet.

If you want to return to the faceted view of the Create new segment menu, select the X button in the top left corner of the screen.

Select the Save button to save the current segment or select the Cancel button to cancel the creation of the segment.

If you select the Save button, the Save segment window appears. Insert the name of the new segment and a description and select with whom you want to share the segment from the drop-down menu. Select the Save button to save the new segment.

See the segment's information, such as the name and description, with whom it is shared, who created it, the date of the last modification and also the number of the profiles contained in each segment.

Additionally, hover your mouse over a segment on the list to edit the name, description and shared with fields and use the right side buttons to delete the segment, download, or activate it, and send it to a downstream application. For more information about activating segments, see topic Activation.