Creating segments can seem a bit intimidating at first with the many filters and filter combinations available in Element451. To help you get a better sense of how you might use segments, let's take a look at a couple of examples. We'll go over how to put them together, using both common filters and some more uncommon ones. Used together, the examples will provide insight about who's interested in an institution, and how we might produce and send communications tailored to them. 

Example 1: People Who Submitted Applications for a Single Term

This first segment will simply look at all students who submitted applications for the term Fall 2017. Follow along with these steps in your own dashboard if you'd like.

1. Go to People → People.
2. Click the blue plus sign next to "People who have" to add our first filter.
3. In the filter list, scroll or search in the top bar for "Application Status" and select it. 


4. In the constraints, select the "is" operator and "Submitted" for the value. If we wanted to look for anyone who has submitted or completed an application, we could change the operator to "and" and select both values. For now, simply select "Apply."

We now see all students who have submitted an application, but we want to narrow it down to only users from the term Fall 2017.

5. Click the plus sign next to the filter we just added and search for "Application Term." In the same way as the previous filter, select the "is" operator and the Fall 2017 term (or similar depending on your organization). Click "Apply."

You will notice that the two filters are now connected by the word "and." You can click that logical operator to change it to "or" to create different filter combinations.

We can now save this segment for later use in other modules or to export.

Example 2: Local Students Who Answered a Survey

The following segment looks at people within a certain distance of a given location (a campus in this case) who have also answered a survey. Perhaps we sent out a survey to gauge interest in the school and want to see how many people within 100 miles of campus have responded in order to follow up with a new email campaign to those local students.

1. Go to People → People

2. Click the blue plus sign next to "People who have" to add our first filter.

3. In the filter list, scroll or search in the top bar for "Address Location" and select it.

4. In the constraints, enter the address you would like to search from. This field will calculate the exact distance of the user's address from the given address.

5. Select "At Most" for the "Count" field and enter "100" in the value. This tells the filter to only return users who are within 100 miles (you can change this measurement to kilometers in the unit field).

6. Click "Apply" in  the bottom right of the window.

We now see all users who match the first filter. Now we'll add the filter for users who answered a survey.

7. Click the blue plus sign next to "People who did" this time to add our first "Did" filter.

8. In the filter list, scroll or search in the top bar for "Answered Survey" and select it.

9. Did filters have three sections. We'll complete them as follows:

Property: For the survey you can choose an analytics token to use. Each survey is associated with a token depending on which module it is linked to. Perhaps this was an event survey as opposed to an application survey. You would choose the appropriate token here.

Number of Times: How many instances of the action must have occurred to return the user? In our case, we want anyone who has answered one survey. Choose "At Least" for the operator and enter "1" as the value.

When: In what date period must the action have occurred. We sent the survey at the beginning of April, 2017 and would like to see anyone who answered within the month. Choose "Exact" for the date type and choose 4/1/17 and 4/30/17 for the start and end dates respectively.

10. Click "Apply" in the bottom right.

We now have both our filters applied and know who lives close to campus and has expressed interest through a recent survey. We can save the segment and send communications specifically for this group. 

After you've created a segment, learn how access and manage them.  

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