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Bonus Chapter 10. Segmentation: Building Segments from Unified Profiles with the API

Learning Objectives

  • Learn how to segment an audience of Profiles using the API
  • Learn how to post segment jobs and export them to a new dataset

Lab Tasks

  • Define a segment via API in JSON
  • Create a segment job and export it to a new dataset

Steps

Segmentation via the API

  1. Now that we've ingested some data in Chapter 7 into our Unified Profile service, we're ready to begin segmenting the data in order to gain insights.

  2. Start by expanding the Chapter 10 & Segmentation folder in postman under Platform Summit.

  3. Select the Profile: Create A Segment Definition action. Note that in the body section of the action we are creating a simple segment that will include all males who have interacted with the system in the past 90 days.

  4. Then click Send to create the segment and view the results in the response section of postman.

  5. Now that we've been able to define a segment the next step is to start a job to run the segment query for us. So select POST Segment Job and hit Send.

  6. A segment job may take a little while to run so let's check on it's status by selecting GET Segment Job status and hitting Send.

    If the status property says PROCESSING wait a little longer and Send the query again until you see SUCCEEDED.

  7. Let's create a new dataset to hold the results of our segment job.

  8. Now that the job has succeeded and we have a dataset to hold our segmentation data it's time to export the data. Select POST Export Job and hit Send.

  9. We are getting close to being able to view our segment data. Select the Get Export Job By Id action and hit Send.

    If the status property says PROCESSING wait a little longer and Send the query again until you see SUCCEEDED.

  10. Now the easiest way to view your segmented dataset is to log in to https://platform.adobe.com, click on the Data tab, then click on {{ldap}}_ProfileSegmentDataset and finally the Preview button.

    As you can see all of the people in the dataset are male.

Additional Resources

Unified Profile, Identity, & Segmentation

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