Segment Selections

Marketing selections are sets of records that form building blocks for your segments. Selections can be based on an ad-hoc or smart query, and they enable you to select and name a given set of records that can then be used or combined in segments. Segments use static selections which means they maintain the same records until the selection is refreshed manually or as part of an automated process. Static selections provide better performance for activated efforts and enables them to open faster.

Warning: Do not open a marketing selection in the Information Library to make it dynamic. Making it dynamic will cause issues for any segments that currently use that selection.

Use the Selections page to manage selections used by segments. From this page, you can create ad-hoc and smart query selections. On the All tab, you can view all segment selections grouped by their type of source view (marketing, constituent, vendor, etc.). You can also add queries and selections based on those queries. Additionally, when you expand a selection and select Edit, you can edit the query underlying that selection. You can delete selections that are not used by segments or other areas of the program. The View by Marketing Effort tab groups selections by the marketing effort that uses them.

Note: If you enabled the Consolidated Marketing List source view, it appears as a source view option for selections.