Managing Committee and Subgroup Segmentation

To set up a committee as a segment:  

1. From the Profile Info tab on the Committee Summary or Subgroup Summary, select Segmentation.
   The Segmentation screen displays, as shown below.
   
2. Click +Web Segment.
   
   The following fields display:
   1. Segment Rule Code: defaults to either "Committee Segment " or "Subgroup Segment ".
   2. Qualifier 1 and Qualifier 2 default to the master customer ID and sub customer ID, respectively, for the committee or subgroup.
   3. Description: defaults to either "Committee Segment Rule – Committee name" for committees (e.g., Committee Segment Rule - Membership Committee), or "Employee Segment Rule – Company name" for companies (e.g., Employee Segment Rule- American Professional Association).
3. Click Save.

Screen Element	Description
Segment Rule Code	Defaults to "Committee Segment" or "Subgroup Segment"
Qualifier 1	Defaults to the master customer ID.
Qualifier 2	Defaults to the sub customer ID.
Description	Text box. Defaults to either "Committee Segment – Committee name" for committees (e.g., Committee Segment - Membership Committee) or "Subgroup Segment - Subgroup name" for subgroups (chapters) (e.g., Subgroup Segment - American Professional Association New York Chapter).

Organization-Unit Segmentation

The Organization-Unit Segmentation section is used to add the customer to an organization unit segment.

To add org-unit segment membership:

1. From the the Organization-Unit Segmentation section, click +New Org-Unit Segmentation.
   The Add New Organization-Unit Segmentation screen displays.
   
2. Search for and select the appropriate Organization.
3. Search for and select the appropriate Organization-Unit.
4. Click Save.