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DocumentationAEM 6.4Administering Guide

Configuring Segmentation configuring-segmentation

Last update: Wed May 03 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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CAUTION
AEM 6.4 has reached the end of extended support and this documentation is no longer updated. For further details, see our . Find the supported versions here.
NOTE
This document covers the configuration of segmentation as used with the Client Context. To configure segments with ContextHub using the touch UI, please see Configuring Segmentation with ContextHub.

Segmentation is a key consideration when creating a campaign. See Segmentation glossary for information on how segmentation works and key terms.

Depending on the information you have already collected about your site visitors and the goals you want to achieve, you will need to define the segments and strategies needed for your targeted content.

These segments are then used to provide a visitor with specifically targeted content. This content is maintained in the Campaigns section of the website. Teaser pages defined here can be included as teaser paragraphs on any page and define which visitor segment the specialized content is applicable for.

AEM allows you to easily create and update segments, teasers, and campaigns. It also allows you to verify the results of your definitions.

The Segment Editor allows you to easily define a segment:

segmenteditor-1

You can Edit each segment to specify a Title, Description and Boost factor. Using the sidekick you can add AND and OR containers to define the Segment Logic, then add the required Segment Traits to define the selection criteria.

Boost Factor boost-factor

Each segment has a Boost parameter that is used as a weighting factor; a higher number indicates that the segment will be selected in preference to a segment with a lower number.

  • Minimum value: 0
  • Maximum value: 1000000

Segment Logic segment-logic

The following logic containers are available out-of-the-box and allow you to construct the logic of your segment selection. They can be dragged from the sidekick to the editor:

AND Container
The boolean AND operator.
OR Container
The boolean OR operator.

Segment Traits segment-traits

The following segment traits are available out-of-the-box; they can be dragged from the sidekick to the editor:

IP Range
Defines a range of IP addresses that the visitor can have.
Page Hits
How often the page has been requested.
Page Property
Any property of the visited page.
Referral Keywords
Keywords to match with information from the referring website.
Script
Javascript expression to be evaluated.
Segment Reference
Reference to another segment definition.
Tag Cloud
Tags to be matched with those from the pages visited.
User Age
As taken from the user profile.
User Property
Any other information that is available in the user profile.

You can combine these traits using the boolean operators OR and AND (see Creating a New Segment) to define the exact scenario for selecting this segment.

When the entire statement evaluates to true then this segment has resolved. In the event of multiple segments being applicable, then the Boost factor is also used.

CAUTION
The segment editor does not check for any circular references. For example, segment A references another segment B, which in turn references segment A. You must ensure that your segments do not contain any circular refernces.
NOTE
Properties with the _i18n suffix are set by a script which is a part of personalization’s UI clientlib. All UI-related clientlibs are loaded on author only since the UI is not needed on publish.
Therefore when creating a segment with such properties is it normally necessary to rely on browserFamily for instance instead of browserFamily_i18n.

Creating a New Segment creating-a-new-segment

To define your new segment:

  1. In the rail, choose Tools > Operations > Configuration.

  2. Click on the Segmentation page in the left pane, and navigate to the required location.

  3. Create a new page using the Segment template.

  4. Open the new page to see the segment editor:

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  5. Use either the sidekick or the context menu (usually right mouse button click, then select ±·±ð·É…