Creating a Subgroup as a Segment

To create a subgroup as a segment:

1. Select a chapter from the Subgroup Central screen with current, past, and future members (Adding Members to a Subgroup for more information).

2. For a chapter (subgroup), from the Segmentation task category on the Subgroup Central screen, click the Maintain Segmentation , as highlighted below.

Before creating the chapter (subgroup) as a web segment, make sure that it is linked to a membership product. Refer to Adding Members to a Subgroup for more information.

3. The Segmentation Control screen displays.

4. Select the Make this Customer a Web Segment tab, as highlighted below.

5. Check the Create Web Segment checkbox, as highlighted below.

6. The following fields are now enabled:

· Segment Rule Code.

· Qualifier 1 and Qualifier 2

· Description

· Can Create Segments

7. Click Save.
Now, you can assign a group manager to the subgroup that you previously set up for segmentation.

Screen Element	Description
Make this Customer a Web Segment
Create Web Segment	Checkbox. Is a group of customer records grouped by one of the following categories: a specific chapter, purchasers of a product, members of a committee, or employees of a company.
Segment Rule Code	Link. Defaults to "Subgroup Segment Rule".
Qualifier 1	Text box. Defaults to the master customer ID.
Qualifier 2	Text box. Defaults to the sub customer ID.
Description	Text box. Defaults to either "Committee Segment Rule – Committee name" for committees (e.g., Committee Segment Rule - Membership Committee), "Employee Segment Rule – Company name" for companies (e.g., Employee Segment Rule- American Professional Association), or "Subgroup Segment Rule - Subgroup name" for subgroups (chapters) (e.g., Subgroup Segment Rule- American Professional Association New York Chapter).
Can Create Segments	Checkbox. Defaults to checked. As of 7.5.0, this flag is no longer in use and does not affect functionality or web segments.