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Enhanced Segmentation and Subscriber Features FAQ
Read about frequently asked questions with drag-and-drop segmentation and enhanced subscriber features in Email Studio.
What is enhanced segmentation?
Enhanced segmentation provides a simple way to filter your subscriber base to send targeted and relevant messages to your subscribers.
Is there a cost associated with enhanced segmentation?
No, there is no cost associated. It is available for all Email Studio users.
How can I get access?
Account administrators are able to opt in to enhanced segmentation and all users within the account also get access to the enhanced features. Once you opt in to enhanced segmentation, you can’t return to previous segmentation methods.
How does access work for Enterprise and Agency accounts?
At the top level, an account administrator enables access for all child accounts (business units, lock and publish accounts, and agency clients). If the administrator does not want all child accounts to have access, they would log in to each child account(s) and opt in to for the enhanced features for that specific account(s).
How does access work for new clients?
New accounts are automatically enabled for enhanced segmentation.
When I opt in for access, do I need to do anything else to get these enhancements?
Once the account administrator opts in for access to enhanced segmentation, the administrator logs out and log back in to see the changes applied.
Is this tool available in all Email Studio editions?
Yes, enhanced segmentation is available in all Email Studio editions.
Do I have to use enhanced segmentation, or can I still use the current methods for segmenting subscribers?
If an administrator opts in for access, all users must use the enhanced segmentation. You can’t return to previous methods.
When I opt in for access, what is different?
From a user's experience, the screens provide a much more consistent look and feel to Marketing Cloud Engagement. You gain access to enhanced segmentation and improved lists, data extensions and data filters view, and updated list, data extension, and data filter details pages.
Are there any existing features not available with enhanced segmentation?
You can no longer create a random group based on a constant interval. You can continue to create a random group.
Enterprise 2.0 accounts and business units don’t automatically have group rules created as data filters. Instead, specify which groups you want saved as data filters and edit the group directly rather than editing the data filter.
What happens to existing groups and data filters previously created?
Refresh and use existing groups and data filters in sending and automations. Edit existing groups and data filters using the enhanced segmentation.
What are the different types of data extensions a user can create?
- Standard Data Extension: Create custom fields to store data using a standard data extension.
- Filtered Data Extension: Filter fields, measures, and filters for sendable data extensions from a source data extension to generate a filtered data extension.
- Random Data Extension: Randomly select subscribers from a source data extension using a random data extension.
Can I create a filtered data extension from another filtered data extension?
No. Create, a filtered data extension from a standard data extension. Use one of these alternative solutions to accomplish the same result as creating a filtered data extension from another filtered data extension:
- Create a filtered data extension from a saved or existing data filter. For example, if specific filter rules are used frequently, save the rule as a data filter and continually use this saved data filter as a starting point for filtered data extensions.
- Copy an existing data filter. Use the copied data filter as a starting point for a new data filter. Edit the new data filter and add rules.
Filtered data extensions created before enhanced segmentation, from other filtered data extensions, are supported and can be modified.
Are previously created data filters still accessible?
Yes, previously created data filters are accessible. Edit existing data filters using the enhanced segmentation and used them to create new filtered data extensions. Data filters previously created from filtered data extensions are supported, but creating a new data filter from a filtered data extension isn’t supported with the enhanced segmentation functionality. See previous question and answer for the new method.
How can I build a filtered data extension on an existing data filter?
Navigate to your existing Data Filter and click the name to open it. Click Create Data Extension. Follow the steps to enter a name and description, and choose the location for your filtered data extension. Click Save to create your new filtered data extension.
Why can I no longer make changes to filtered data extensions, such as edit the data extensions field names, add new field names, and change a filtered non-sendable data extension to filtered sendable data extension or vice versa?
In addition to profile and preference attributes, you can drag existing data filters to create groups. Create a new data filter using the existing data filter tool or save a group's rules as a data filter.
- The new interface provides a better view of the relationship between the original data extension (source) and the filtered data extension (results of a filter). With the previous interface you could edit field names and add new field names to the filtered data extension, but when the filter activity ran again, the filtered data extension reverted back to the original data extension configurations.
- The filtered data extension adopts the same characteristics as the source data extension, in the new, simplified drag and drop interface. To make a filtered data extension sendable, change the source data extension to sendable. To make a filtered data extension non-sendable, change the source data extension to non-sendable.
How can I build a group based on an existing data filter?
In addition to profile and preference attributes, drag existing data filters to create groups. Create a new data filter using the existing data filter tool or save a group's rules as a data filter.
Are previously created data filters still accessible?
Yes, previously created data filters are accessible.
Where are all data extension types saved?
Filtered, random, and standard data extensions are saved in the same location within the data extensions folder.
Are automations affected by using enhanced segmentation?
No, automations aren’t affected.
Are query activities affected by using enhanced segmentation?
No, query activity functionality isn’t changed.
What happens when new subscribers are added to your original list? (Do I need to refresh Groups?)
The same functionality for groups still applies. (Yes, new subscribers are only added after a refresh).
Can I use mixed operators with groups?
Yes, you can use mixed operators with groups using enhanced segmentation.
Can I use data filters with different source lists?
Yes, use data filters with different source lists.
Can I segment for blank values or non-blank values?
Rather than using our existing work-around of creating a group with the operator exists in or not exists in followed by ,””, you can select the operator is empty or is not empty. Your existing groups that use the work-around are converted to the new operators.
