How to use advanced segmentation? (B2B Solution)

In addition to using the And and Or operators, you can enable an advanced option for segmentation. By enabling these advanced segmentation, you can create nested logic structures, minimize redundancy, and ensure precise filtering. To activate, navigate to Advanced > Yes. Bracket indicators will automatically appear, assisting in the correct placement of closing brackets and preventing syntax errors. This approach optimizes performance and ensures seamless execution of selection rules.

Getting started

Check the video about how to use Advanced segmentation:

Example Case

You want a selection with contacts who:

  • That are not on hold
    AND
  • Not having a global opt-out
    AND
  • With a total account score greater than 100
    AND
  • {They live in the city Amsterdam OR London}

Since the last condition contains an OR within a larger AND criteria, you’ll need to use brackets to structure it correctly. Without brackets, the logic may produce unintended results.

The correct way to do this is like this: 

Example.png

This ensures that the system evaluates the OR condition within the context of the AND selection.

What happens without brackets
If you apply the OR operator for the city without using brackets, the selection logic will be interpreted incorrectly:
Example-2.jpg
The actual selection will be contacts:

  • That are not on hold
    AND
  • Not having a global opt-out
    AND
  • With a total account score greater than 100
    AND
  • City is Amsterdam
OR
  • All contacts who live in London

This breaks the intended logic, as the OR at the bottom overrides the AND logic above, creating two separate selection groups instead of one nested condition.