Making this Customer a Web Segment

Customers themselves can represent a segment. For example, a company can be made a segment and add its employees to this segment. Then, an employee from the company can be given control over a segment(s) and can perform the appropriate functions.

To create a segment that the customer represents:

1.    On the CRM360® screen, from the Background Information task category, click Segmentation Details, as shown below.
The Segmentation Control screen displays, as shown below.

2.    Navigate to the Make this Customer a Web Segment tab, as shown below.

3.    Select the Create Web Segment checkbox.
When checked, the Segment Rule Code and Qualifier fields are enabled. See image below.

4.    Enter a Description.

5.    Check the Can Create Segments checkbox, if necessary.

6.    Click Save.