Now that you've identified an event path that leads to customers canceling their service, (from BILL DISPUTE to REVIEW CONTRACT) you can generate a targeted list (segment) of customers.
- Confirm that you have the dominant path selected in the path diagram.Tip: Click Select Dominant to automatically select the path.
- Select Create Segment.
- In the Create segment window, select:
Database The database that you created earlier Table TUTORIAL_PATH_SEGMENT_EXPORT Don't select Save yet!Path offers different methods to create the list of customers.You'll explore these methods here:
- To view the underlying SQL for the segment, select Show SQL.
- Scroll to the bottom of the Create segment window and select Copy to copy the SQL to your system's clipboard.
- Paste the SQL into a text editor. You'll use it later in a SQL node for a new workflow.
- Select Hide SQL.
- Scroll to the bottom of the Create segment window and select Copy to copy the SQL to your system's clipboard.
- Select Save Segment.The TUTORIAL_PATH_SEGMENT_EXPORT table now contains the list of customers.
- Select Save Query.
- Type TUT_BILL_DISPUTE_REVIEW_CONTRACT for the query name.
- Select Export.The system exports the query to the STORED_NPATH_QUERIES table that you created earlier.
- Select Close.
Copy the underlying SQL and create a new workflow
Create a list of customers and copy to a table
Save the query
Now we can create a workflow that uses the segment on a regular basis to discover customers on the BILL DISPUTE to REVIEW CONTRACT path and take action to keep them from canceling their service.