Segments from Goal accumulation

Owned by Karl Tompson
Aug 15, 2023
1 min read

Apply segments to visitors when the accumulated value of one or more goals reaches a pre-determined level.

Automation

Create a new automation record:

  • Automation Name: label for internal identification

  • Action Type: Apply a Segment

  • Tested Data Type: Visitor

  • Active: checked

  • Name Value: unique code for the segment

  • Suppress Duplicates: checked

If using multiple goal conditions, the Condition Matching setting can be used to determine whether the segment should apply if any of the goal thresholds are met (OR), or only if a combination of different thresholds are met (AND).

Conditions

Click Add Condition… and create a condition to match a minimum goal value for the visitor:

  • Condition Test: Visitor has Goal value

  • Goal Name: <goal code>

  • Operator: >

  • Value: the goal value over which the segment should be applied

Add multiple conditions if multiple goals should be matched. This allows segments to be automatically applied based on accumulated scoring in multiple areas, and to await significant values before assigning a segment.