Overview

How to Create Segments

Prerequisite: Your data must be loaded into D&B Lattice and your first Process and Analyze job must be completed before you can create Segments

Step 1. The My Data screen is the first view you will see after you login. Here, you can begin to freely explore and build queries

Step 2. Click on a filter in one of the cards to add it to your criteria

Step 3. Navigate to the Query Builder to add or remove operators and attributes or drag and drop attributes to adjust your segmentation

Step 4. Save the segment to quickly recall it in the future or leverage it for activation