Segment for a Specific Teacher
Let's say you're wanting to connect with people who have taken a class with a specific teacher. In Union, any schedule you build includes choosing a Led By account. In Customer.io, you're able to filter on the condition, led_by.
Step 1: Create a New Segment
| Begin by going to Segments > Create Segment |
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| You'll want to choose a Data Driven Segment |
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| Add the name of your segment. While a description isn't necessary, Union does recommend including a tag to boost productivity. |
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Step 2: Add Conditions
| Click Add Condition or Group and select Event |
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For the event_name, type to search for registration_redeemed. Once selected, click Refine. |
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| Click Add event data filter |
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| For the event_attribute_name, you'll do a search to select led_by_name |
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The Value, will be your teacher's name. Then, click to Save. *If it doesn't auto-populate, you can type to search and select. |
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Segment Build in Motion
Step 1: Create your segment
Step 2: Add the conditions
View the People
Once you've saved your segment, you can see all of the people who meet your conditions. If you ever want to refine the search, you can layer different attribute conditions, event conditions, and segment conditions.
