Segmentation fields

Segmentation fields store segments or groups of values that a Formula field can evaluate to perform calculations and use them as filters in reports. Essentially, segments are the choice set items (values) within a choice set (group).

This example shows an Age segment field with three choice set items/segments: Senior, Adult, and Child. Each segment uses the same Age field and contains conditions that define each of the segments: Senior is applied when Age is equal to or greater than 65; Adult when it is greater than 18 and lower than 65, and Child when is lower than 18.

Segmentation field for the Age choice set which includes Senior, Adult, and Child as choice set items. Segments correspond to each choice set item with a condition.

For information on how to configure all field properties, see Program field editor.

Warning: The Segmentation fields feature is no longer in active development, and support for it is minimal. Segmentation fields are available on limited instances for some clients who participated in the Early Adopter Program. For more information, contact your Medallia expert.

Segmentation definition

On the Field editor, navigate to Segment Definition section to build a Segment field:

  • Choice set — On Basic details and settings, define a choice set and enter the choice set items, where each represent a segment. For example, Age segment field has a Data type of Choice set and Choice set Senior, Adult, and Child, which are each individual segments.

  • Conditions — Each segment requires defining a condition for a record to fall into each of them. Each condition is composed of a field, an operator, and potentially a value if one is required by the operator. To create a condition, click Add a condition and select a field and, optionally, an operator. For example, records fall into the segment Senior when their Age (e_age) is greater than or equal to 65.

    Note that:

    • Segments with no conditions are not considered.

    • Records that meet the criteria for more than one segment receive the value for the first for which they qualify.

    • Records that qualify for no conditions receive a null value.

Test your segment definition by selecting either Use a random record or Enter a specific record (followed by the Record ID) from the Test Formula dropdown, then clicking Test. A message appears letting you know if the test succeeded or failed.