Segments: Bulk Edit

Use Case

I want to enable or disable activation partners for multiple segments.

I want to update segment type, category name, or sub-category name for multiple segments.

 

Bulk Update

To edit multiple segments:

  1. Locate the desired list of segments using the filters at the top of the Segments page.

    Filters.png
  2. Select the bulk edit icon Screenshot_2020-12-03_at_12.01.47.png in the top-right of the segments list.
  3. Check the boxes next to each segment you'd like to edit.
  4. Select the Bulk Edit button at the top of the segments list.
  5. Choose to Overwrite or Modify:
    • Overwrite: You may choose between overwriting Segment Details or Activation partners (options in the second box).
    • Modify: You may choose to modify Segment Details only (option in the second box).

 

Overwrite vs. Modify

Overwrite: Replace activation partners or all segment-specific details with the new information entered (including blanks).
  • When overwriting segment details, you can enter a new Segment Type, Category Name, Sub-category Name, or Description. Any fields left blank will be replaced with a blank. You may also update the segment process cadence or make the segments persistent.
  • When overwriting activation partners, you may choose to disable all by leaving the Activate toggle in the 'off' position or enable activation by toggling to the 'on' position and then selecting specific partners. Any specific partners whose checkbox is left blank/unselected will be or remain disabled.



Overwrite vs. Modify Examples
Existing segment details:
Segment Name Segment Type Category Name Sub-category Name Description
Big Fun House Behavior Entertainment On Location Individuals that participated in the big fun house activities in 2017

 

If I chose Overwrite, changed the name to "Big Fun House 2017", and left the remaining fields blank when applying my changes, the segment details would now be:

Segment Name Segment Type Category Name Sub-category Name Description
Big Fun House 2017        
 

If I chose Modify, changed the name to "Big Fun House 2017", and left the remaining fields blank when applying my changes, the segment details would now be:

Segment Name Segment Type Category Name Sub-category Name Description
Big Fun House 2017 Behavior Entertainment On Location Individuals that participated in the big fun house activities in 2017

 

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