Help with Segments

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So what I would like to be able to do is to send an email to folks who are IN either Group A OR Group B, but who are NOT IN Group C.

So I don't believe I can create a single segment (A OR B) AND (NOT C).

I can create a segment S1 = (A OR B).

But then I can't create a segment of that segment, correct? S2 = S1 AND (NOT C).

I know that I could create a group from S1, but that is just a snapshot and would not be dynamic, correct?
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UTK- Communications and Marketing

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Posted 3 years ago

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Laura Dickerson, Official Rep

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Hello there!

Segments are a bit tricky, and we are working on a way to make them a lot...smoother, but your request for everyone in A and B but not C is doable.

You will need to Create a new Segment (This is all based on the same segment. You just need a combo platter of "and" (all of the above) and "or" (any of the above) in the set up)

Part 1:
Based on Audience and Add
Search for people in Group name A and Add
Search for people in Group name B, select any of the above and click Add and Done

Then go on to Part 2:
Based on Audience and Add
Search for people not in Group name C and select all of the above click Add and Done
Name the segment and Save

The Segment should include all of the people in A or B and not in C.

Give that a try and let me know how it works for you!
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Northern Forest Center

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It would help to have screenshots of your process. I'm having a hard time following along.

Did you save your segment for groups A and B before moving on to Part 2? I don't see how you could have selected "any of the above" in part 1 and then "all of the above in part 2"

Thanks!
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UTK- Communications and Marketing

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Hi Laura,

Thanks for the reply. I don't think that gets what I need (unless I'm misreading something). It would if groups A + B contained everyone in my audience. However, I have Groups D, E, F, etc whose members are not necessarily in A or B. So a segment that excludes those in C would also pull in some people in D, E, F.
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Laura Dickerson, Official Rep

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I tested it this way:

Group A had 10 people
Group B had 2 people
Group C had 1 person that was in all three groups
My entire audience is 137 people (in your example that would be groups D, E and F that may or may not, in part have members in A, B and C)

When I ran the segment as I wrote it, I ended up with exactly 10 people in my Segment (that would be the total taking out the one person in group C, and since I didn't ask the segment to consider any of the other groups the other folks from D, E and F are not considered at all - the focus is Groups A, B and C only).

To further test it, I added a person to Group A. I opened the Segment and they were added to the Segment - the count went up to 11. 
I then added them to Group C, which should have taken them out of the Segment because I asked it not to include folks in C, it did (back down to 10).

So I ended up with only the people in Groups A or B but not C and none of the people in D, E and F unless they were in group A or B to begin with.

I hope that makes sense.
(Edited)
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UTK- Communications and Marketing

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I'll take another look and see what I can figure out. Thanks for following up. 
Looking forward to that revamped way to work with segments. :)
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Emily Hollingsworth, Alum

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Official Response
For those of you who stumble across this post in search of segments help, I want to let you know that we've updated our segment builder since this question was originally posted. To summarize the conversation here, this user was looking to segment his audience to find contacts in Group A or Group B but not in Group C. I've illustrated that below in our updated segment builder:



The key to building the above segment is to add the criteria in two stages. 

Stage 1: Find contacts based on Audience groups who are in Group A or Group B. To specify or rather than and, you'll choose the Any option. This ensures that the segment will search your audience for contacts that might exist in either of those groups rather than both groups. You'll then hit save to close out this stage and proceed to the next stage.



Stage 2: Simply add the last bit "not in Group C" to round out this segment which will search for anyone who exists in Group A or B but is not in Group C.

Take a deeper dive into our segment builder here in our Resource Center!