Links

Creating Segments

How to use the Audience Hub visual builder to create and update segments

Before you start

Segments are built on top of entities, the core models set up for a data warehouse connection. Typically a member of the data team will need to first set up the entities for your warehouse connection before getting started. Take a look at Defining Your Data Model for details.

Using the visual builder

To create your first segment, click on Audience Hub in the left-hand navigation of Census and then click Add a New Segment in the top right.
To start, you'll need to select the data set you're segmenting in the top left. This will determine the type of records your segment contains, the conditions you'll be able to filter on, and what data will eventually be available to sync to your destination tools.
Example of a segment with conditions on the User's email and their events
At any point, you can press Preview Results to get a look at a sample of the data that will be available in your segment. When you're happy with your segment conditions, give you segment a name and press Save.

Conditions and Groups

The basis of any segment is adding new conditions. Clicking Add Condition to select an attribute or related data from the Details List on the right hand side. It contains all the available attributes for the selected entity, as well as any related entities or segments which can be used for additional conditions as well.
On the left side, you'll see the And / Or condition combination control. You can use this to change how conditions are combined. And meaning all the conditions must be met; Or meaning any of the conditions can be met. You can also make combinations of ands and ors by adding Condition Groups which can have their own conditions and combination control.
In addition to creating conditions about attributes on the entity you're segmenting, you can also filter based on other data related to this entity.
  • Related Entities is the list of other entities connected to the entity you're segmenting. You can also create conditions on any related entities and your segment will only include records that are related to entities that meet those conditions. Census will take care of building the association between those data sets.
  • Inclusions and Exclusions - Allows including or excluding members from a segment if they appear in some other segment of the same entity data. This enables creating sub segments of common shared definitions like Paid Customers, excluding segments that should never be targeted, as well as creation unions and intersections of of multiple other segments.

Operators

Census supports a wide variety of operations that can be used to filter segments. The types of operators available are dictated by the types of the data warehouse columns being filtered. Selecting a column with a different type will change the types of operators available.
Operator
Column Type
Description
is null / is blank
All
Column is NULL (or the empty string if given a text column)
is not null / is not blank
All
Column contains any value other than NULL (and not the empty string, if given a text column)
is
All except boolean
Exactly matches the given value (case sensitive)
is not
All except boolean
Does not match the given value
starts with
Text
Starts with the given value
ends with
Text
Ends with the given value
contains
Text
Column contains the given value
doesn't contain
Text
Column doesn't contain the given value
more than
Number
Column is larger than the given value
less than
Number
Column is smaller than the given value
is true
Boolean
Column is true
is false
Boolean
Column is false
more than
Datetime
Column's value is more than ___ days ago
less than
Datetime
Column's value is less than ___ days ago
exactly
Datetime
Column is exactly ___ days ago
after
Datetime
Column is after the given date
on
Datetime
Column is exactly the given date
before
Datetime
Column is before the given date
between
Datetime
Column's value is between ___ days and ____ days ago
contains any of
Array
Array column contains any of the provided values

Event Filters

When the Entity you're segmenting has a related events entity, those events have even more conditions available, powered by the schema columns defined on the event entity.
Type
Operator
Description
Event Name
Any Event
Entity has any event matching the other conditions
​
No Event
Entity has no event matching the other conditions
​
Event Name is
Entity has an event with the given name
​
Event Name is one of
Entity has an event with any of the given names
​
No Event Named
Entity has no event with the given name
​
No Event Named any of
Entity has none of the given events
Engagement
At least
Entity has at least x matching events
​
At most
Entity has at most x matching events
​
Exactly
Entity has exactly x matching events
​
Any number
Entity has any number (> 0) of events
Time Period
Between
Events occurred between ___ and ___ days ago
​
Prior To
Events occurred before a date ___ days ago
​
Within Last
Events occurred within the last ___ days
​
Between dates
Events occurred between two fixed dates
​
After date
Events occurred after a fixed date in time
​
Before date
Events occurred before a fixed date in time
​
Any time
Entity has match dates regardless of time

SQL Conditions

Though Census's visual segment creator is designed to be used without knowing any SQL, it works by generating SQL underneath the covers and running that against your data. You can actually view this SQL at any point by pressing the View SQL button.
Additionally, if you're trying to create a condition that Census doesn't support, you can still add conditions to your segment by selecting the SQL Condition in the Attribute menu. The SQL you provide will be added as an additional condition alongside any other conditions you've added to your segment. Think of it like formulas in Excel: it's a powerful tool in your toolbelt that can let you express very complex concepts, but it can break the segment so use with care!

FAQs

Which string comparison operators are case sensitive and insensitive?
Case sensitive: Census will consider the "is" and "is not" operators to be case sensitive.
Case insensitive: Census will consider the "contains", "does not contain", "starts with", and "ends with" operators to be case insensitive.