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Allow creation of custom segments for Dynamic Reporting

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Level 4

2/22/19

It is possible to create new Dimensions for use in Dynamic Reporting by adding Profile fields to a Sending Logs Extension; these added fields will then appear in the Dimensions area.  Here is an example in which we extended the sending logs with our custom fields "Is Employee" and "Is Student"; these then became available as Dimensions.

New Profile Fields in Dynamic Reporting.png

However, the only Segments available in Dynamic Reporting are by Age, and there is no way to create more Segments.

Segment Options in Dynamic Reporting.png

It would be beneficial to allow for the creation of custom segments for use in filtering report results.  For example, we could create segments for various regions across the U.S. by grouping several states into each segment, or by distance from a certain location (i.e. under 50 miles, 50-99 miles, 100-200 miles, etc.), or even by age ranges other than those provided (such as splitting 18-25 into 18-20 and 21-25).

Custom segments should not be specific to a single report.  Like the custom Dimensions, they should be usable in any report.

8 Comments

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Employee

6/3/19

Hello,

This will be available in August release (ACS 19.3). You will be able to share a segment code and retrieve it into Dynamic Reportings. This will be doable via the workflow.

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Level 3

9/24/19

I meant the Segment part and the "doable via workflow" that you mentioned. We are not seeing Segments in our reporting for Campaign at all. Is there something that needs to be turned on?

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Level 1

9/24/19

Hello mariecastine​,

Did extend the sending logs with the segment code?

Screenshot 2019-09-24 at 16.12.24.png

If yes, you should retrieve the segment code dimension into the profile container:

Screenshot 2019-09-24 at 16.09.51.png

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Level 3

9/24/19

I checked that box and even added a field but nothing is showing up bc it defaults to "No" to use in dynamic reporting and this area is not editable to change to Yes.  1837092_pastedImage_0.png

In eeidbgsu screenshot above, it shows "Segments" with age ranges - but that is not showing up at all for us either.

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Level 1

9/24/19

  1. Did you accept the PII consent agreement? If no, we do not collect these type of data.
  2. to edit it, you need to re-draft the custom resources and then re-publish it.
  3. "segments" with ages ranges are not part of profile dimensions. these are OOTB segments part of segments sections.