How to build segments and sync them to your destinations.
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.
Click on Segments tab in the left-hand menu to go to the segments page. Click Add a New Segment and use the visual builder to define your segment.
To start, you'll need to select the Entity you're segmenting in the top left. This will determine the records returned by your segment.
Then start adding conditions. For more details on the various operations available, see below. If you are segmenting an entity that has relationships to other entities, you can also filter on those related entities by adding a new group.
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 or View SQL to see the SQL generated to power your segment. When you're happy with your segment conditions, give you segment a name and press Save.
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.
is null / is blank
Column is NULL (or the empty string if given a text column)
is not null / is not blank
Column contains any value other than NULL (and not the empty string, if given a text column)
All except boolean
Exactly matches the given value (case sensitive)
All except boolean
Does not match the given value
Starts with the given value
Ends with the given value
Column contains the given value
Column doesn't contain the given value
Column is larger than the given value
Column is smaller than the given value
Column is true
Column is false
Column's value is more than ___ days ago
Column's value is less than ___ days ago
Column is exactly ___ days ago
Column is after the given date
Column is exactly the given date
Column is before the given date
Column's value is between ___ days and ____ days ago
contains any of
Array column contains any of the provided values
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!
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.
Entity has any event matching the other conditions
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
Entity has at least x matching events
Entity has at most x matching events
Entity has exactly x matching events
Entity has any number (> 0) of events
Events occurred between ___ and ___ days ago
Events occurred before a date ___ days ago
Events occurred within the last ___ days
Events occurred between two fixed dates
Events occurred after a fixed date in time
Events occurred before a fixed date in time
Entity has match dates regardless of time
Your newly created segment will now be available to sync in the standard Census sync workflow. You can sync segments to all over our supported destinations such as Facebook Ads, Google Ads and Marketo. At this point, you're good to go with Segments, but there's more to read if you need:
- Need to get your favorite app connected to Census? Take a look at Destinations in the menu on the left.
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.