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Segments

Present your website visitors with custom content and calls to action based on categories (segments) of their characteristics and attributes.

segments

Use data from your website visitors and/or the contacts you uploaded from your student information system (SIS) or customer relationship management (CRM) system. Then create reusable segments that define how you want to use the data. Set your dynamic content to show based upon these segments.

Create segmentsLink to this section

Create reusable segments that define how you want to use data from your visitors and/or contacts. 

  1. Go to Content > Personalization > Segments.
  2. Click +New.
  3. Enter the name and description for your segment.
  4. In the Define pane, click +Add Criteria.
    • Multiple criteria are combined using the operator "and." For example, target repeat visitors to the biology home page by adding the Returning Visitor and the Page Visited criteria.
  5. In the operator dropdown, define how to compare the criteria.
  6. Select the attributes for the criteria.
    • Multiple attributes are combined using the operator "or." For example, target visitors from all neighboring states by adding the Geolocation criteria and typing to enter the attributes "California," "Arizona," "Nevada."
  7. Click Save.

Administrators and users with access, create dynamic content based upon segments. 

See the dynamic content that is based on a segmentLink to this section

To see dynamic content based on a segment,

  1. Go to Content > Personalization > Segments.
  2. Click the More Actions menu for a segment.
  3. Click File > View Related Dynamic Content.

Delete segmentsLink to this section

Deleting a segment removes it permanently from Omni CMS and from dynamic content based on the segment. Deleted segments cannot be restored in Omni CMS. To delete a segment,

  1. Go to Content > Personalization > Segments.
  2. Click the More Actions menu for a segment.
  3. Click File > Delete.