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Overview

In the UI and API, three distinct verbs are used to handle segments: Include, Exclude, and Require. Each verb applies different logic to segment targeting for line items.

Include Verb

When a segment is included in the targeting of a line item, any user who belongs to that segment will be targeted by the line item.

• If multiple segments are included, a user will be targeted if they are part of any one of the included segments.
• The logical operator for combining multiple included segments is OR.

Example:
If a line item is targeting "include segment-1" and "include segment-2," the user will be targeted if they are in segment-1, segment-2, or both.

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Exclude Verb

When a segment is excluded in the targeting of a line item, any user who belongs to that segment will not be targeted.

• If multiple segments are excluded, a user must not belong to any of the excluded segments in order to be targeted.
• The logical operator for combining multiple excluded segments is AND (i.e., the user must not be in any of the excluded segments).

Example:
If a line item is targeting "exclude segment-3" and "exclude segment-4," a user will not be targeted if they are in either segment-3 or segment-4.

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Require Verb

When a segment is required for targeting a line item, the user must belong to that segment in order to be targeted.

• The logical operator for combining multiple required segments is AND.
• This is similar to the "Include" verb, but with stricter logic: the user must meet all the requirements.

Example:
If a line item is targeting "require segment-5" and "require segment-6," the user must belong to both segment-5 and segment-6 to be targeted.

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Mixing Include, Exclude, and Require

When multiple verbs are used together in a single targeting setup, the user must meet the criteria of all the verbs in order to be targeted.

• Include segments use an OR operator, meaning the user only needs to belong to one of the included segments.
• Exclude segments use an AND operator, meaning the user must not belong to any of the excluded segments.
• Require segments use an AND operator, meaning the user must belong to all required segments.

Examples:

1. Include + Require:
   If a line item targets "include segment-1", "include segment-2", and "require segment-5," the user must:

   • Belong to segment-1 or segment-2, and
   • Belong to segment-5 in order to be targeted.
     
     

2. Include + Exclude:
   If a line item targets "include segment-1", "include segment-2", "exclude segment-3", and "exclude segment-4," the user must:

   • Belong to segment-1 or segment-2, and
   • Not belong to segment-3 or segment-4 in order to be targeted.
     
     

3. Exclude + Require:
   If a line item targets "exclude segment-3", "exclude segment-4", and "require segment-5," the user must:

   • Belong to segment-5, and
   • Not belong to segment-3 or segment-4 in order to be targeted.