Can I create segmentations using a custom object?

[Anonymous]

Hi Sanford,

I did have a few questions still....Please see below. Thank you!

Got it...For the Batch Smart Campaign this is how I've set it up:

A. Batch Smart Campaign:

1. Smart List is Has Certificates = TRUE

2. Flow is Change Data Value Attribute Added to Certificates New Value = {{system.dateTime}}

B. Trigger Smart Campaign:

1. For the Trigger Smart Campaign, should I use any of the Constraints or just as is?

2. Flow -- Not sure how to set this up...

Thank you,

Laura

[SanfordWhiteman]

The Trigger SC flow would be the same as for the Batch SC: set the Added To Certificates value to the current datetime, if it's currently empty.

You don't necessarily need to run a Batch after the initial backfill for existing records. It's the Trigger that does the work going forward.

However, if people may be removed from the Certificate object (i.e. have no Certificate records after initially having them) then you'd also want to do a nightly batch run against those that have non-empty Added To Certificates to see if they still should be in that cohort.

[AJ_Valles3]

Also it looks like you want to create a segment "Has Certificate", in emails using dynamic content, you would need to create this segment in the Lead Database.

Create a "New Segmentation"

And Under the Smart List filter for this segment "Has Certificate" plug in your  custom object, has certificate is TRUE. Save and Approve.

You should now be able to see the "Has Certificate" Segment, in Emails that use use dynamic content.

Feel free to email me if you have any questions. aj@turnvestmarketers.com

[SanfordWhiteman]

Feel free to email me if you have any questions. aj@turnvestmarketers.com

Is there something that can't be covered on this thread? It looks like we're doing fine here.

[AJ_Valles3]

... okay