Modernized Segmentation Experience

Context

Rev.Up ABX now supports a more efficient and simplified means of building segments. This includes:

• Moving our navigation to run across the span of the page, maximizing room for your work and helping small screens better handle the platform.
• Support for attribute selection on the query builder itself, with account-, contact-, and segment-specific attribute selection modals
• Adding a feature to allow segments to be used as attributes.
• Migrating administrative tasks to a top level menu item, accessible from anywhere in the platform
• Removing the "My Data" page to facilitate 20-30% faster data processing

 

Changes to Landing Page

When you migrate to this new experience, you can expect to log in to your tenant and see a modern experience, beginning on the segments page:

Changes to Navigation

All high level menu options (Segments, Models, Campaigns, Connections, Reporting and Admin) now span the top of your page:

 

Within model details, navigation between modeling pages is in a sub-nav at the top of the page:

 

Within campaign details, navigation between campaign pages is in a sub-nav at the top of the page:

Changes to Administrative Functions

Any work you previously achieved by navigating to "My Data" then selecting attribute administration, data import, delete data, configure attributes or configure calendar can be accessed in the Admin dropdown. The Jobs page is similarly accessible here:

Changes to Segment Creation

You will notice that more segment types are now supported, depending on your product configuration and contract. a CDP Source segment is your traditional segment, while an Explore Module and Custom Account Source Segment are static list segments:

New Attribute Selection

Within the standard query builder, the add attribute functionality now opens a modal in the page for selecting attributes. Selecting "add account attribute

Selecting "add attribute" in the account section will open a modal with all your categories (formerly cards) of attributes available for selection. You can click between categories in the left pane, open and collapse categories in the center pane, search and select attributes in the center pane, and review/remove selected attributes in the right pane. 

Clicking "Save" loads the attributes to your query builder.

Selecting Segments-As-Attributes

Rev.Up ABX supports a new category of attributes - using your existing segments and their account/contact logic to expand or restrict a new segment. You can read more about this functionality here. Segments can be selected as an intersection, narrowing down your current query results. Including an intersection will restrict the current query to only the overlapping accounts with another segment. Excluding an intersection will block the current query from ever including the records from another segment.

 

Selecting and saving segments-as-attributes behaves the same as account and contact segments:

 

What are the next steps I need to take to sign up? 

1. Fill out our form to indicate that you are interested in this feature.