From the course: Salesforce Certified Data Cloud Consultant Cert Prep

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Include and exclude segment

Include and exclude segment

From the course: Salesforce Certified Data Cloud Consultant Cert Prep

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Include and exclude segment

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Hello guys welcome back. In this tutorial I want to create another segment and this time we are going to use the exclude tab also to exclude some of the individuals. So what is the segment we are going to create? We are going to create a segment where we are going to include all the people whose birthday month is January and we will exclude the ones who have spent less than two thousand dollars. So if you wanted to send emails to people whose birthday month is January and also more likely to buy, that is the kind of segment we are going to create. So here, I'm going to say new. We'll click on new here and use a visual builder standard segment, hit next. The data space is default segment on, again, on unified individual CCID. Name is, we can say, birthday month. Month is January. You can use anything, but January has some records, so I'm going to use January. hit next year, standard publish. We are not going to schedule the publishing, so we're gonna hit save. And this is the segment…

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