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To Delete a Segment
Highlight the segment you want to delete, then click the Delete toolbar button () or press <Delete> on the keyboard.


Copying and Pasting Segments
TouchPoint allows you to copy the contents of a segment and paste it above or in front of another segment. This technique is useful for copying and pasting segments between two or more TouchPoint campaigns.


To Copy and Paste Segments

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    • A field name
    • A function (SUM, ALL VALUES, etc.)
    • A condition (Equal, Not Equal, etc.)
    • One or more values

 
Values are compared to the function and field using the condition.
 

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Adding and Deleting Statements 
You can add as many defining statements as you wish, but a segment must have at least one statement.

To Add a Statement

    • Double-click the segment you would like to add a statement to.
    • Choose a Field, Aggregate, or Segment from the panes on the left.
    • Drag the item from the left pane to where you want it in the Criteria tree.
    • Click on the hyper-link for conditions and select one of the following conditions in the list (for example "equal to").
    • Click on the hyper-link for [Values] and enter a value. (If necessary, you can click on the field or function area and change their values as well.)

    • You can either select Publish to update your changes to the library or press OK to store the statement into the local area.

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  • Equal/Not Equal - EQUAL tests for exact matches. The two values being compared must be identical for this condition to be true. NOT EQUAL reverses this such that the values cannot be identical for the condition to be true.
  • Greater Than/Less Than - Ensures that the rows selected are over or under the entered value. For numeric fields, standard arithmetic rules are used. For character data, an alphabetical comparison is used.
  • Between/Not Between - Used to test for a range of values. For example, ACCOUNT_NUMBER BETWEEN 12345 AND 54321 asks for all the account numbers between, and including, 12345 and 54321. Likewise, ACCOUNT_NUMBER NOT BETWEEN 12345 AND 54321 asks for all the account numbers except for the ones between, and including, 12345 and 54321.
  • In Any/Not In Any - Use IN ANY to enter a list of values to select customers where at least one of the values matches a customer record. Use NOT IN ANY to exclude customers who match at least one of the entered list of values.
  • Is Null/Is Not Null - Searches for null, or missing values. If you use IS NULL or IS NOT NULL, you do not have to enter a value for the field. In fact, MarketWide does not allow you to do so. This menu option is not available if the selected field does not support nulls. Note that Null is not the same as a zero value.
  • Like/Not Like - These conditions are useful for doing wild card searches. The LIKE operator allows you to search character data using partial matches. For example, you might want to retrieve all names containing the word "Corporation." The condition LIKE may only be specified for character fields.


Statement Values 
Statement values are the values you are choosing or excluding with your statements. Usually a single value like Product EQUAL TO xxxx or a pair of values like Order_Date BETWEEN MM/DD/YY AND MM/DD/YY fulfill your needs. Occasionally, you might want to compare the values of two fields.

For example, you might want to select customers that placed orders and had them shipped the same day, which would be ORDER_DATE EQUAL TO SHIP_DATE. The Enter Value dialog allows you to type a value manually or select one from a list of fields, expressions, Picklists, or Lookups.
 

To Enter a Value in a Statement

    • Double-click on the value area of a statement to open the Edit Value window.
    • In the Edit Value window, you can type a value in the ENTER VALUE field, or if the option is available click the Picklist or Lookup buttons and select values individually from there.

Note
titleNote

The Picklist and Lookup buttons are available only when Picklists and lookups are established in your catalog. See your MarketWide administrator for more information on making these available to your campaigns.


Using Objects


How to Select an Object

    • Within the Segments tab of the TouchPoint page, click the object drop-down list.
    • Please select the appropriate option (New Segment, Match All, and Placeholder).

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