Creating a Segment - Visual and Traditional Builders

When building a custom segment in Engaging Networks, you have the ability to toggle between a visual builder and a more traditional builder that is more akin to the legacy Query Builder and Profile tools. You can easily switch back and forth between both views without losing any of your work.

This resource will provide an overview of both builders and how you can interpret logic of different filters applied.

Visual Builder

The visual builder is the default when you create a new segment. It begins as a blank canvas that you can drag and drop filters onto.

Open

To learn about adding filters to your segment, visit this resource.

Visual Rendering of Filters

Once a filter has been added to the visual builder, you will see a visual representation of its logic on your canvas.

A circle represents a filter that includes supporters:

Open

This segment will capture supporters who have a Y value for the Newsletter Opt-in.

An octagon represents a filter that excludes supporters:

Two or more overlapping shapes constitutes a cluster, meaning the filters in that cluster will use AND logic in relation to one another:

You can combine filters that include supporters and filters that exclude supporters into the same cluster:

Shapes that do not overlap represent separate clusters that will use OR logic in relation to each other.

Standalone Exclusions

Exclude filters can also stand alone and will therefore exclude supporters from all other clusters.

Filter Controls

Once a filter has been added to the Visual Builder, you can use the buttons available on each filter to adjust your segment. Hover over the filter to reveal its buttons.

Traditional Builder

While building your segment you can toggle between the Visual Builder and the Traditional Builder at any time. While the Visual Builder shows a visual representation of your segment, the Traditional Builder displays the written logic of your filters and how they relate to one another.

After adding a filter, you’ll see its customization options appear:

Clusters (groups of filters with AND logic in relation to each other) in the Traditional Builder will reside inside the same grey box and show the AND logic between the different filters:

You can use the drop-down toggle to change the filter from an Include to an Exclude filter:

Groups of filters with OR logic in relation to each other will reside in separate grey boxes and will show the OR logic between the different filters:

Standalone Exclusions

“Exclude” filters can also stand alone and will therefore exclude supporters from all other clusters.

Filter Controls

Once a filter has been added to the Traditional Builder, you can use the buttons available on each filter to adjust your segment. Hover over the filter to reveal its buttons.

Additional Notes on the Move Button

Drag and hover over an existing cluster to drop the filter in there. The existing cluster will be outlined in blue.

If you are moving the filter into its own cluster, you will see a dotted blue line.