Introduction to batch segmentation

Sitecore batch segmentation enables you to query and build custom segments at scale and speed using any attributes that your organization passes to Sitecore CDP. When you build a segment, you can interrogate all your organization’s data using embedded analytics to help you understand your customer base and quickly identify the exact proportion of guests associated with any field or value.

You can use batch segmentation to target specific guests for paid media and email campaigns, eliminating the need to manually create, upload, and update segments from various sources. Additionally, you can use segments just to collect purchasing patterns of a certain demographic, or you can apply micro-segmentation to identify who your active customers are, including what they search for, what they buy, when they buy, and using which device.

When you create a segment, you can see the number of guests that have a specific attribute, before you select it. For example, embedded analytics let you know how many guest profiles have the language attribute, and who has Polish versus English as their language. You can use this instant data to decide which field or value to include in the segment query.

For advanced users of segmentation, you can enable advanced mode to write SQL directly into the UI and apply regression logic, quartiles, and other advanced segmentation capabilities.

After you create and schedule a segment, Sitecore CDP runs a nightly processing service that provides the most recent guest data to segments. The service runs at 00:00 UTC. Any data used to create a segment is based on data up to the last time the service ran.

You can export audience data after building a segment and waiting for 24 hours for it to process. For example, you can export the email address of every guest in the segment. The exported data can help you activate audiences outside Sitecore CDP.