After creating a segment in Activation Studio you probably want to automate the segment . The automation in Activation Studio Segment Designer is a different automation than Automation Studio and is managed by our application. This is a straightforward refresh of the segment. Not related to Automation Studio.
Schedule types in Journey Builder
There a three schedule types in Journey Builder:
- Run Once
- Recurring
- Automation
If you want to use a segment in Journey Builder you have two options:
- Automate the segment via Activation Studio and use the Rune Once or Recurring option as a schedule type.
- Add the SQL Activity related to the segment to an MC automation (existing or new) in Automation Studio.
SQL activities related to segments have the same name with a sd_ prefix. For example sd_my_new_segment
How to use Segment Designer segment in Automation Studio
- Create a new Automation in Automation Studio or navigate to an existing one
- Drag in a SQL Query Activity
- Look for the SQL query Segment Designer created (prefix sd_)
- Select the SQL query activity
- Schedule and activate the Automation
- After this the option to use automation as a schedule type should be available in Journey Builder.
- Remember, if you change the criteria of the segment after publishing the automation, you need to pause and restart the automation to reflect the changes. This is a standard MC workflow to avoid mistakes in SQL activities and break the automation.