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Segment sets

Segment sets categorize groups of segments. For example, you can create a specific group of segments for a particular product category or marketing campaign. These sets serve as containers for organizing the broader list of segments available within an organization.

Segment sets are managed within the Segmentation tab of the Squiz DXP Console.

Do not confuse segment sets with rule sets. Segment sets are containers used to group and filter multiple segments. Rule sets are logic groupings within a single segment that define how that segment is evaluated. There is no direct relationship between segment sets and rule sets; they serve entirely different purposes.

Segments within sets

Specific segments reside within these sets. For example, a set targeting a particular audience might contain various segments related to that audience’s interests or behaviors.

A single segment can exist within multiple different sets. For example, a Frequent buyers segment could belong to multiple different sets used for different marketing purposes.

Segment set overview

This feature addresses the challenge organizations face when managing hundreds of segments used to target different customer groups.

By using segment sets, system administrators or site builders can categorize segments and filter the list. This ensures that content authors are not overwhelmed by a massive list of options. It provides a method for filtering down broad chunks of segments into manageable groups.

Segment uniqueness and deduplication

The system handles potential duplication automatically. If a specific segment (for example, Frequent buyers) is included in multiple selected segment sets, the system ensures it is only loaded and displayed once in the list provided to the user. This prevents users from seeing duplicate segment types in the interface.

Global Squiz DXP services configuration

Global configuration takes place in the DXP Services configuration screen, located under System Configuration  DXP Services. This area represents the root user configuration or global level settings for the Matrix instance.

Squiz Content Management retrieves the list of segment sets from a live API call to Squiz CDP, ensuring the most current list is always available when configuring the service.

Enabling personalization

To access these features, set the Enable segment sets flag to Yes within the DXP Services screen. Once enabled, the Personalization tile becomes available.

Global segment scoping options

Within the global DXP Services configuration, users can select segment scoping options. The available options are:

All segments

All created segments are available. This is the default behavior.

Specific segment set

This option restricts availability to specific sets.

Selecting specific segment sets

When you choose Specific segment set, a selection field appears. As you select items, they populate a list and are deactivated in the dropdown to prevent re-selection.

To apply these specific segments at the global level, click Save.

Scope and permissions

These settings apply to the Squiz Content Management (Matrix) instance within the organization or tenant. A system administrator typically handles configuration at this level.

Normal Matrix administrator users with system-wide or site-level administration permissions can access and configure these settings. No additional Squiz DXP user roles are required to manage segment set scoping within Matrix.

Site-level DXP settings configuration

Site-level configuration occurs in the DXP Settings screen. This is distinct from the global DXP Services screen and applies to the specific site asset level.

Site-level scoping options

The site-level DXP Settings offer three scoping options:

  1. Global DXP settings: Inherits whatever configuration is set at the global (DXP Services) level.

  2. All segments: Overrides global settings to show all segments existing within the tenant/organization level.

  3. Specific segments: Overrides global settings to allow the selection of specific segment sets for that site.

Site-level segment set selection

When you select Specific segments at the site level, you can select as many segment sets as required. For example, selecting a specific segment set here restricts the site’s personalization options to only those segments contained within that set.

Content author experience and application

Content authors access segments via the Personalization icon or interface within the content editing screen.

Filtering and display based on selection

The list of segments available to the content author is filtered based on the scoping configuration. If a site is restricted to a particular segment set, the author will only see segments belonging to that set.

Segment versus set name display

The interface displays the segments inside the selected sets, not the names of the sets themselves. The segment sets act strictly as a filter to determine which individual segments are visible to the author.

Managing segment sets in the Squiz CDP Console

The creation and management of segments and segment sets take place within the Squiz CDP interface. This takes place within the Segmentation tab of the Squiz DXP Console.

Creating a segment set

To create a segment set in the Squiz CDP Console:

  1. Navigate to Squiz CDP  Segmentation  Segment sets.

  2. Click Create and select Segment set from the dropdown menu.

    The Create button in the Segmentation interface.
    Figure 1. The 'Create' button in the Segment sets UI

  3. Enter a name and description for the segment set.

  4. Click Create to save the set or click Cancel to discard the changes.

    The Segment sets tab in Squiz CDP.
    Figure 2. The segment sets list after segments have been created

To add segments into sets, use the Add button functionality within this console.

Impact of deleting segment sets

If a segment set is deleted in the Squiz CDP Console after it has been configured for a site in Matrix, the following behaviors occur:

  • The deleted segment set is automatically removed from the site configuration in Matrix.

  • If a site’s personalization list contains segments from the deleted set, previously applied personalization will show an error in the Visual Page Builder (VPB) to indicate the segment is unavailable.

  • The site configuration does not automatically fall back to global settings; a user must manually update the configuration to use global settings if desired.

  • If all segment sets are removed from a site’s configuration while the Specific segments option is selected, personalization is effectively disabled for that site as no segments remain available for assignment.