Manage Subscriber Data

List, data extension and group

Create a List

Email Studio -> 'Subscribers' tab -> ‘My list’ tab/folder -> click ‘Create’ button -> fill in fields

Import subscriber list using ‘Properties’ tab

Email Studio -> 'Subscribers' tab -> ‘My list’ tab/folder -> click list you want to add subscribers to > in 'Subscriber' local tab, click on 'Properties' tab ->click on 'Add Subscribers'. This version allow to view list's to change name, check size and add subscribers immediately after creation.

Import subscriber list using ‘Subscriber’ local mini tab's Import button

Email Studio -> 'Subscribers' tab -> ‘My list’ tab/folder -> click list you want to import > in 'Subscriber' local mini tab -> click 'Import' button -> ‘Import Subscribers Wizard’ window, map the attribute from your csv file with the attribute from your list. -> click ‘Next’ button → ‘Identify Source File’ window, fill out 3 require sections; Upload: select ‘Your Computer’ or ‘FTP’. Data Format: select one CSV, Tab Delimited or Other Delimited. Update Options: choose 1 of 3; 1. ‘Add new subscribers and update subscriber that already exists’. 2. ‘Add new subscribers but do not update subscribers that already exists’. 3. ‘Update existing subscribers but do not add subscribers that do not exist’. → click ‘Next’ button → ‘Map Attributes’, window; match left box ‘Source’ value with the right box ‘Destination’ attribute in the system. → click ‘Next’ button → ‘Confirm Mapping’ window → click ‘Save’ button.

This version you see auditing current audience and you decide if you need to bulk upload more records.

Import subscriber list to 'All Subscribers List'

Email Studio -> 'Subscribers' tab -> left panel, under 'My Subscriber' -> click 'All Subscribers List' -> click 'Create' button

Import List with FTP

Set up FTP: go to username -> Setup page -> Data Management ->FTP accounts. Then go to Automation Studio to set up ‘Data Copy or Import’ activity to import List’s data.

Import List with API

Work with developers to get data import using API to list

Create a Data Extension with Email Studio

Email Studio -> 'Subscribers' tab -> Data Extension drop down menu -> click 'Create' button

Create a Data Extension with Contact Builder

Contact Builder -> ‘Data Extension’ tab -> click 'Create' button

Data Extension type 1 of 3

Standard

Data Extension type 2 of 3

Filtered

Data Extension type 3 of 3

Random

‘Creation Method’ of Data Extension type 1 of 3

Create from new

‘Creation Method’ of Data Extension type 2 of 3

Create from existing: adding new data extension fields to existings data extension fields already in system.

‘Creation Method’ of Data Extension type 3 of 3

Create from template

‘Properties’ type of Data Extension 1 of 2

‘Sendable’: want to be able to send email messages to this data extension

‘Properties’ type of Data Extension 2 of 2

‘Testable’ used to test campaigns in the preview. Data extension with the email address of all the person that needs to received the batch send

‘Data Retention Policy’ of Create New Data Extension

By default Salesforce dated unused data extension after 6 months. You set your period. It deletes Individual Records, All records & data extensions and all records.

‘Data Retention Policy’ of Create New Data Extension

System Data Views like _Sent, _Open, _Click gets 180 Days limit before deletion and you cannot edit

‘Data Retention Policy’ of Create New Data Extension

‘Triggered Send Data Extension’ gets 6 Months (Default) limit before deletion and you can edit settings during creation of data extension

‘Data Retention Policy’ of Create New Data Extension

User Interface Tracking/Reports refers to the visibility of clicks, opens and sends from Email Studio's ‘Tracking’ tab or Analytics Builder reports get 730 Days before deletion and you cannot change this settings

‘Fields’ of creating new data extension

‘Name’: use name from your csv file for this field. 1 of 7 steps.

‘Fields’ of creating new data extension

‘Data Type’: choose data type for this field example Text can contains letters and numbers. 2 of 7 steps.

• Text: For names, descriptions, or alphanumeric IDs.

• Number: For quantities or counts.

• Date: For system times or purchase dates.

• Boolean: For true/false values.

‘Fields’ of creating new data extension

‘Length’: limit character amount in this fields. 3 of 7 steps.

‘Fields’ of creating new data extension

‘Primary Key’: this field need a check box marked off for unique value identifier required for each data extension. It make this field automatically non-nullable and needs data in field. 4 of 7 steps.

‘Fields’ of creating new data extension

‘Nullable’: this field can be empty, if so marked the box.

For data extension collecting data from landing page with Smart Capture form, make sure field is non-nullable or not allow to be empty. The submit button capture data in field based on this setting. 5 of 7 steps.

‘Fields’ of creating new data extension

‘Default Value’: this field have default text if required example 'Friend' for First Name field. 6 of 7 steps.

‘Fields’ of creating new data extension

‘Send Relationship’: choose your primary key for example the SubscriberID or CustomerID field from your new data extension. It will relates to subscribers (All Subscriber List) on "subscriber key" (do not select Subscriber ID from drop down menu (this is an Internal, system-generated numeric ID related to subscribers -this ‘All Subscriber list’ ).

It will say this: SubscriberID relates to Subscribers on Subscriber Key

This means take SubscriberID (e.g., 12345) and find a Subscriber Key named 12345 in All Subscriber List. If there is a match see the data, if there is no match Salesforce Marketing Cloud will add a new record depending on job.

Make sure the new data extension has field called ‘Subscriber ID or Customer ID.

Do NOT let Email Address be the primary key. An email address is not a reliable unique key. If two family members share the same email address, or if a customer has two separate accounts under the same email, Marketing Cloud will get confused.

Email Address data type is different from ‘subscriber key’ data type. 7 of 7 steps.

Manual Import subscribers to data extension using Email Studio

Email Studio -> 'Subscribers' tab -> ‘Data Extension’ drop down menu -> click data extension to want data to import to -> click on 'Records' tab -> click 'Import' button

Manual Import subscribers to data extension using Contact Builder

Contact Builder -> ‘Data Extension’ tab -> click data extension to want data to import to -> click on 'Records' tab -> click 'Import' button

‘Import Type’ for import into data extension 1 of 4 Upload File part

Add and Update

It adds new subscribers and ignores or skips the ones already present with Primary Keys so the import doesn't fail.

‘Import Type’ for import into data extension 2 of 4 Upload File part

Add only

No Primary Keys Defined with Add Only: Appends all incoming subscribers. If your incoming file has a mix of brand-new subscribers and duplicates of people already in the DE, it will create duplicate rows.

Primary Keys Defined with Add Only: If you use "Add Only" but an incoming subscriber already exists in the Data Extension (matching the Primary Key), the import will fail and throw an error.

‘Import Type’ for import into data extension 3 of 4 Upload File part

Update Only

‘Import Type’ for import into data extension 4 of 4 Upload File part

Overwrite

‘Import Options’ for import into data extension 1 of 2 Upload File part

Checkbox: Skip row in import if bad data

‘Import Options’ for import into data extension 2 of 2 Upload File part

Checkbox: Respect double quote as text qualifier: The system treats the data contained between "" as text if selected. If not it ignores it.

Map your data for import into data extension 1 of 3 ‘Configure Mapping’ part

Header row

Map your data for import into data extension 2 of 3 ‘Configure Mapping’ part

Ordinal

Map your data for import into data extension 3 of 3 ‘Configure Mapping’ part

Manually

Import data into data extension with FTP

Set up FTP: go to username -> ‘Setup’ page -> ‘Data Management’ ->FTP accounts. Then go to Automation Studio to set up ‘Data Copy or Import’ activity to automate data import into a data extension.

Synchronized data extensions

Use Marketing Cloud Connect to synchronized data extensions

Import data into data extension with API

Work with developers to get data import using API to data extension

‘Group’

a way to segment a list

The 4 Types of Groups:

• Filtered Group: Created using a data filter to segment subscribers based on their profile and preference attributes.

• Random Group: Splits a subset of subscribers from an existing list into a new group using a random percentage or count.

• Interval Group: Automatically generates segments by selecting every \(N\)th subscriber (e.g., "include every third subscriber") from the parent list.

• Attribute-Based Group: Segments subscribers automatically based on matching shared profile attributes or specific field criteria.

cannot create group from Publication Lists. Groups require behavioral or profile data attributes to run their segmentation. A Publication List contains almost zero subscriber data. Internally, it only stores a tiny, three-column relational table:

1. Subscriber Key

2. Email Address

3. Status (Active, Unsubscribed, Bounced)

Source can be ‘All Subscriber’ List or Standard List. Think of a Standard List as an audience bucket and a Publication List as a preference filter.

‘Filtered group’

Need to previously created 'Data Filter' or 'Measure' to segment list.

A specific subset of subscribers generated by applying criteria to a list. It contains actual subscriber records you can send emails to. It is not a criteria/rule.

‘Random group’

Choose group size and the group will be created randomly for list

Create a ‘Random Group’

Email Studio -> 'Subscribers' tab -> select ‘Groups’ menu -> Click 'Create' button, then click 'Next' button -> 'Create Subscriber Group' window, click 'Pick a random group from a subscriber list'/'Random Group' -> click 'Next'/'Ok' button -> Click 'Browse' button and select the list to create the group from. -> Add the first group. Click 'Add' button . Enter a name in ‘Group Name’. The name appears in the 'Email Send Wizard'. Enter a percentage or a number of subscribers in a selected list in ‘Group Size’ that is randomly added to the group. This format is used for the rest of the groups created in this random sampling. Click the group folder to set the group's location. If you want a new group folder, click 'New', select the parent folder, and enter the name. Click 'OK'. You see your first group and how much of the list you have left for creating more groups. For example, if you defined your first group as 25% of the list, the ‘Define Random Group’ dialog box displays 75% remaining. -> Repeat to add up to 11 more groups for a total of 12. -> Click 'Create' button. Email Studio reads through your subscriber data to build the new groups. -> If you want to see the last random group that was created, select ‘View your newly created group’ check box. -> Click 'Finish' to exit the wizard. You can access your groups from the groups area and use them to send emails.

In Automation Studio this becomes ‘Group Definition’.

‘Data Filter’

segment a list, a group or a data extension. Can include and/or statements.

Data source for a List data filter is Profile Attributes.

Data source for a Data Extension data filter is the Data extension.

A saved set of criteria/rule (e.g., Age > 18 AND Status = Active). It contains no subscribers. It is just the logic rule.

Create ‘Data Filter’ or ‘Group Definition’ from List 1 of 4

Email Studio → Hover over ‘Subscribers’ tab in the top navigation bar and select ‘My Subscribers’ or ‘My Groups’ (or ‘Groups’) or navigate to Lists if your parent subscribers are housed there→ click on the list you want to segment to open it. Eligible Source Types: ‘All Subscribers list’ or Standard Lists. NO Publication Lists. → click the ‘Create Group’ button. → choose ‘Filtered Group’ (to segment by attributes) or ‘Random Group’ (to split an existing list into a random subset). → if you have NOT already select your list, select your source Subscriber List (e.g., All Subscribers) or any list and click ‘OK’. → Build your segment criteria: Drag and drop ‘Profile’ attributes, ‘Preference’ attributes, ‘Measures’, ‘List Membership’ and ‘Existing Data Filters’ (look for folder titled ‘Filters’ (or ‘Data Filters’)) into the filter workspace.

for ‘List Membership’: You can configure the rule to find subscribers who are Member of or Not Member of that specific list.

NO Existing Groups or Group Membership as criteria, it is final result of grouping.

→ click ‘Save & Build’. → Name your group (this name is your Group Definition) and choose a folder location. Click ‘Save’.

*********

Email Studio -> click ‘Email’ -> ‘Subscribers’ menu -> click ‘Groups’ -> click ‘Create’ Button -> 'Filtered Group'.

Email Studio -> click ‘Email’ -> ‘Subscribers’ menu -> click ‘My Groups’ -> click ‘Create’ Button -> 'Build a group based on a Data Filter'

both 'Filtered Group' and 'Build a group based on a Data Filter' does the same thing, only different when accessing via UI path to this feature.

‘Profile’ Attributes - examples: Status, Region and Gender.

‘Preference’ attributes - examples: Opt-In choices of HTML, text and SMS message.

‘Measures’ - Behavior-based tracking data. example: Subscribers who have opened an email in the last 30 day.

‘Existing Data Filters’ - previously saved Data Filter definition.

In Automation Studio this becomes ‘Group Definition’.

Create ‘Data Filter’ or ‘Filter Definition’ from Profile Attributes 2 of 4

Email Studio -> ‘Email’ -> ‘Subscribers’ tab -> select 'Data Filters' -> click 'Create' -> 'Create Filter' window, choose to filter: ‘Profile Attributes’ or ‘Data Extension’ : select ‘Profile Attributes’ to create a filter based on profiles attributes or preferences attributes from a list, you do not select List here! -> click 'Filter' -> drag Profile & Preference Attributes,

Filters - pre-made standalone data filter conditions that you have saved in your account previously. A single condition or basic rule. You can change it right on the canvas.It is a one-time copy of the rule it does NOT update, Measure, or

saved Filters- allow you to nest an entire existing data filter inside your new filter. A multi-rule data filter that is reusable. It is locked and cannot be edited here. You must edit the original file to update this and if the original changes, this one updates here too.,

to the ‘Create Filter’ canvas. For date fields, select ‘Account Time Zone’ to use the time zone for the account. Leave Account Time Zone unchecked to use Central Standard Time. -> define with 'and/or'. To group your criteria, hover over the grouping operator so that it turns a darker blue, and then click to change the operator.

If you choose ‘AND’, the subscriber must meet all criteria to be included in the group.

If you choose ‘OR’, the subscriber must meet at least one of the criteria to be included in the group.> Enter a name and description. Choose a folder location and save. click 'Save & Build'

Create ‘Data Filter’ or ‘Filter Definition’ data extension 3 of 4

Email Studio -> ‘Email’ -> ‘Subscribers’ tab -> select 'Data Filters' -> click 'Create' -> 'Create Filter' window, choose to filter: ‘Profile Attributes’ or ‘Data Extension’ : select data extension to be filter -> click 'Filter' -> drag attributes to canvas:

Fields (The Columns of Your Specific Data Extension) like FirstName, Purchase_Date, or Store_ID

or

Measures (Behavioral Metrics Linked to other data extensions) your source Data Extension must be a Sendable Data Extension that has a column mapped to Subscriber Key or Contact Key. The system uses that mapping behind the scenes to look up behavioral tracking metrics

Filters (Saved Filter Definitions) You will see a folder icon labeled Filters. This allows you to look at previously saved filter definitions. You can drag an existing filter definition onto the canvas to instantly nest or stack your criteria without building it from scratch. To create this Filters: Email Studio -> ‘Email’ -> ‘Subscribers’ tab -> select 'Data Filters' -> click 'Create' -> 'Create Filter' window, choose to filter: ‘Profile Attributes’ or ‘Data Extension’ : select data extension.

-> define with 'and/or' > click 'Save & Build'

‘Measures’

used to segment with unit of subscriber behavior example opens, email delivery…etc from list, data extension and resulting "groups" or filtered data extensions

Create ‘Measures’ to filter

Email Studio -> ‘Subscribers’ tab -> click 'Measures' folder -> click 'Create' button -> Fill in the 'Name', 'External Key' (optional unique ID) and ‘Description’ for your record-keeping -> Set Expression Conditions: 'Event Source': Select the behavioral data file (e.g., Opens, Clicks, Bounces) that will serve as the basis for the measure:

• Bounce

• Click

• Forward

• Not Clicked

• Not Opened

• Open

• Reply

• Sent

• Survey Response

• Unsubscribe

• Unique Click

• Unique Open

'Attribute': Choose the specific column to evaluate (e.g., Event Date or Send ID). 'Operator': Select how to compare the values (e.g., "is greater than" or "is equal to"). 'Criteria Value': Enter the specific value against which the attribute is compared. -> ‘Group Conditions’ (Optional): Use 'Add Condition' or 'Add Grouping' to combine multiple criteria with AND or OR logic. Combine with 'Outer Grouping' and 'Inner Grouping'. -> click 'Save'.

‘Publication List’

Subscriber can unsubscribe from a publication without unsubscribing from all the other publications of the organization. Just create a publication list for each of your own publication example newsletter, coupons…etc.

System Fields/attributes:

• Subscriber Key: The unique identifier for the contact (the primary key).

• Email Address: The routing endpoint for the email.

• Status: The specific opt-in state for this specific list (e.g., Active, Unsubscribed).

• Date Added: The exact timestamp of when the subscriber was first added to this list.

This is a subscription management tool. A Publication List holds the Subscriber Status for a specific category of communication (like a newsletter or product alerts). When you send an email using a Data Extension, you attach a Publication List so the system knows whether to include or exclude a subscriber based on their status on that specific list.

‘Profile Management’

See ‘profile attributes’ that describe a ‘subscriber profile’, default 3 profiles attributes: 1. Full Name 2. Email address 3. User defined

‘Preference Management’

Subscriber's preference of receiving communications: HTML, Simple Text, Surprise, Once a month and After 3PM

‘All Subscriber List’ fields

Email addresses in All Subscriber list have: Email address, status and subscriber key.

‘Filter Definition’

Automation Studio use ‘Filter Definition’ which is really ‘Data Filter’. Go to Email Studio to create ‘Data Filter’. If ‘Data Filter’ is not created first, this [ ] does not appear in Automation Studio.

Create ‘Data Filter’ or ‘Filter Definition’ from data extension's ‘Properties’ tab 4 of 4

Manually filtered a data extension's records using the 'funnel icon' button and realized you want to save that specific logic to use again later or in an Automation Studio's 'Filter Definition'. In Email Studio, go back to data extension's 'Properties' tab and click 'Save as Filter' button.

Create new Group from list

Email Studio → ‘Subscribers’ tab → click on Lists section/folder → Select the ‘List’ you want to filter → choose ‘Create Group from Filter’ → select the ‘Data Filter’ you should have created this before starting this → Name the Group → save and run filter.

Profile Attributes

They are fields/columns/containers for a specific piece of subscriber information, found in system table like the "All Subscribers" table.

Default fields/attributes: Full Name, email address and user defined. Does NOT have Subscriber Status (system/out-of-the-box system field).

The fields/columns/containers do not dictate system deliverability. Custom Demographics: First Name, Zip Code, Join Date

‘All Subscribers’

master global, system-defined table that is called a List that acts as the central source of truth for every email subscriber in your account.

Email Studio’s Filter Activity and Automation Studio’s Filter Activity

Email Studio → click ‘Interactions’ tab in the top navigation bar → in the left-hand menu, click on ‘Filter’ → click the ‘Create’ button in the top toolbar. → Fill out the Properties section: ‘Name’: Enter a clear name (e.g., ACT_Active_North_Subscribers). ‘External Key’: Leave this blank. The system will auto-generate one. ‘Description’: Write a short note about what this does. → select your Source type: Choose either ‘Data Extension’ or Subscriber List depending on your database setup (You can select only 1 list, but you can select any Subscriber List you have created in your system—it does not have to be the master All Subscribers list). NO Publication List → select your Data Filter: Browse and click on the pre-made Data Filter that contains your segmentation rules. → Name your Resulting Data: Enter the name for the new target audience list that will be created (e.g., DE_Active_North_Filtered). → Click Save in the top toolbar.

The Filter Activity itself is just logic, but it automatically creates a new container that holds the actual subscribers when it runs.

In Automation Studio, use it with ‘Filter’ activity tile.

This is legacy!

Create segment of subscribers who have not click in the past three months with Measure in Data Filter

Step 1: Create the Measure

The Measure isolates the specific behavior (not clicking) within your desired timeframe.

1. Navigate to Email Studio > click ‘Subscribers’ tab > click ‘Measures’.

2. Click ‘Create’ button.

3. Complete the following properties:

   • Name: Not Clicked Past 3 Months

   • Event Source: Select ‘Not Clicked’.

4. Set the filter criteria:

   • Choose ‘Send Date’.

   • Set the operator to ‘is after’.

   • Choose the relative date setting: ‘today minus 90 days’ (or 3 months).

5. Click ‘Save’.

Step 2: Build the Data Filter

Next, apply your new Measure to a data source to build the exclusion logic.

1. Go to Email Studio > click ‘Subscribers’ tab > click ‘Data Filters’.

2. Click ‘Create’.

3. Choose ‘Data Extension’ as your filter source and select your primary subscriber table (or choose ‘Profile Attribute’ if filtering directly from lists).

4. Locate your newly created measure (Not Clicked Past 3 Months) in the left-hand column.

5. Drag and drop the measure onto the ‘Create Filter canvas’.

6. Configure the condition: is greater than 0. (If subscribers were sent 5 emails over the last three months and clicked none of them, their "Not Clicked" event count is 5.)

   • Note: In Marketing Cloud, a "Not Clicked" count greater than 0 means the subscriber was sent an email but recorded zero clicks for it.

7. Click Save.

Step 3: Generate the Filtered Data Extension

Finally, package the filter results into a usable subscriber list.

1. Go to Email Studio → click ‘Subscribers’ tab > click Data Extensions.

2. Click Create > → select type of data extension Standard, Filtered or Random → Filtered Data Extension.

3. Select your source data extension and click OK.

4. Drag your saved Data Filter onto the canvas and click Save & Build.

5. Name your new Data Extension (e.g., Unengaged_Subscribers_3_Months) and save it to your desired folder.

System Performance Notice: Measures are legally capped by Salesforce to evaluate a maximum of 6 months of historical data. If your segmentation needs shift beyond 180 days in the future, you must switch from Data Filters to an Automation Studio SQL Query utilizing the system _Click and _Sent data views.

Create a measure for subscribers who have submitted spam complaints

How to Create This Measure

1. Navigate: Go to Email Studio > click ‘Subscribers’ tab > click ‘Measures’.

2. Click ‘Create’ and name it (e.g., Spam_Complaints_Last_7_Days).

3. Choose ‘Complaint’ from the Event Source dropdown list.

4. Define the Criteria:

   • Set Event Date to ‘is greater than or equal to’.

   • Choose ‘Today minus 7 days’.

5. Click ‘Save’.

Next Step: Filter Your Subscribers

To view or segment these users, you must apply the measure to a filter:

1. Create a Filtered Group or Filter Data Extension.

2. Drag your new Spam_Complaints_Last_7_Days measure into the filter canvas.

3. Set the condition to is greater than 0 to find anyone with 1 or more complaints.

(Note: Salesforce Marketing Cloud automatically unsubscribes users who log a spam complaint via standard ISP feedback loops, so these subscribers will likely already have an "Unsubscribed" status).

Yes

For send behavior for subscribers who do not currently exist on the ‘All Subscribers’ List.

Send behavior is set up for ‘field’ of data extension called ‘Send Relationship’: SubscriberID/CustomerID relates to Subscribers on Subscriber Key

Will ‘email address’ and ‘Subscriber Key’ will be added to the ‘All Subscribers List’? Yes or No

Yes

For send behavior for subscribers who do not currently exist on the ‘All Subscribers’ List.

Send behavior is set up for ‘field’ of data extension called ‘Send Relationship’: SubscriberID/CustomerID relates to Subscribers on Subscriber Key

Will subscriber be added to the ‘All Subscribers List’ with a status of Active? Yes or No

No - only add core subscriber system attributes (Subscriber Key and Email Address) to the All Subscribers List. No demographic data.

For send behavior for subscribers who do not currently exist on the ‘All Subscribers’ List.

Send behavior is set up for ‘field’ of data extension called ‘Send Relationship’: SubscriberID/CustomerID relates to Subscribers on Subscriber Key

Will the ‘Primary Key’ and demographic data will be added to the ‘All Subscribers List’? Yes or No

No - data records in All Subscribers will be added at the moment of the send and status of ‘Active’.

For send behavior for subscribers who do not currently exist on the ‘All Subscribers’ List.

Send behavior is set up for ‘field’ of data extension called ‘Send Relationship’: SubscriberID/CustomerID relates to Subscribers on Subscriber Key

If the Customer_ID field does not exist on the ‘All Subscribers List’, the email send will fail?

Creating an ‘Interval Group’

Email Studio → dropdown menu, click ‘Email’ → Hover over ‘Subscribers’ tab in the top navigation bar and select ‘My Subscribers’ or ‘My Groups’ (or ‘Groups’) or navigate to Lists if your parent subscribers are housed there→ click on the list you want to segment to open it. Eligible Source Types: ‘All Subscribers list’ or Standard Lists. NO Publication Lists → Click the ‘Create’ button in the top toolbar.

1. Select the Group Type

   • In the creation wizard, select the radio button for Random or Interval Group. → click radio button for ‘Interval Group’

   • Click Next.

2. Configure the Interval Settings

   • Choose the Interval option (instead of Split/Random).

   • Enter your desired interval number N in the field (e.g., enter 3 if you want to include every third subscriber).

   • Specify how many groups you want to create out of this split.

   • Click Next.

3. Name and Save

   • Assign a name to your new sub-groups so you can identify them later.

   • Click Finish to build the segments.

This is typically used for sampling or systematic A/B testing across a single list.

---

‘Interval Group’ cannot be a Group Definition also cannot be automatically refreshed using a Group Definition (Refresh Group Activity) in Automation Studio.

Preference attribute

It is the field/attribute itself. These are custom boolean (true/false) checkboxes used to capture basic subscriber preferences (e.g., Prefers HTML Emails). This is informational and do not automatically control system-level opt-ins of subscriber/subscriber’s status.

Subscriber Status

This is a system-controlled property attached to a subscriber. It specifies whether they are Active, Bounced, Held, or Unsubscribed. It is in the ‘Publication list’.