Re: My segmentation is not populating correctly

Curtis_Rushing
Level 1

My segmentation is not populating correctly

I have an email using dynamic content for a banner image.  Of course the dynamic images are based on a segment.  The segment has about 80 values, based on a field that gets populated when users fill in a form on the website.  When we created the email all segment values were tested and the correct images were populating.  We're seeing instances of users receiving the default image, or worse, the wrong image.  When I look at our segmentation I see several segments show zero members, but when I recreate the rules with a smartlist I see many people in the list.  Has anyone experienced anything like this?  Am I missing something basic about the way segments work?  Any help would be greatly appreciated.

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6 REPLIES 6
Miray
Level 4 - Champion

Re: My segmentation is not populating correctly

Hi @Curtis_Rushing 

Smart lists can give you an idea, but they are not ideal for comparing whether your segment is working correctly. In Marketo, segments work in a waterfall manner. If a person matches the criteria for one of the earlier segments in the hierarchy, they won't be included in the later segments. Additionally, their latest activity might cause them to be moved from the current segment to another segment, even if they meet the criteria for those as well. However, they can still be in your smart list since they are matching the criteria.

Curtis_Rushing
Level 1

Re: My segmentation is not populating correctly

Thank you Miray.  Turns out I did have some duplication in my segmentation rules and unfortunately it was in one of the higher ones.  Fixed and seems to be working, thanks for your help!

SanfordWhiteman
Level 10 - Community Moderator

Re: My segmentation is not populating correctly

@Curtis_Rushing please mark Miray's answer as correct to help future visitors.

SanfordWhiteman
Level 10 - Community Moderator

Re: My segmentation is not populating correctly

Agreed w/Miray. Please show the setup of your segments (realizing there’s a lot of ‘em, but that’s the only way to know) and then show a person you think you should be in Segment A but who falls into Segment B.

Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: My segmentation is not populating correctly

I agree with @Miray as well—you should not use the smart list to verify the dynamic content! Ideally, you should test the dynamic content by Email > Preview > "View By," select "Person" in the dropdown, and select the person record (you might have to start typing the email address and then select from the dropdown). You can also preview the email content by segmentation > select the segment and then verify it with the people in that segment by switching to the view by person. Also, was the segmentation in the approving stage when you sent out the email? If so, there might have been a case where all people weren't assigned to the correct segmentation while it was processing, and hence, people received the wrong/default content.

 

Some helpful documentation links below:

Create a Segmentation

Segmentation Order Priority

Preview an Email with Dynamic Content

Curtis_Rushing
Level 1

Re: My segmentation is not populating correctly

Thank you @Darshil_Shah1 I found the issue and it was duplication in my segmentation rules.  And yes, I was testing the dynamic emails as well as setting up smart lists to help find clues to the issue.  But working now, thanks for your help!