What is a sequence?
Think of sequences as ordered steps in your experience. Sequences are referenced by numbers. For example, sequence 1 is step 1, sequence 2 is step 2 and so on.
What is a segment?
Think of a segment as a container for your content. Tapple content types include text, images, videos, form questions and more.
What is the relationship between sequences and segments?
In the simplest implementation, a sequence has a single segment attached to it. In this case, you may be wondering why can't they be one and the same? They are separate entities to support a very powerful feature on the Tapple platform called segmentation.
What is segmentation?
Segmentation is a powerful feature that allows you to show different content based on the way the consumer answers questions. When segmentation is used, a sequence will have more than one segment attached to it.
Segmentation Example:
In the screenshot below, the following is true:
1. Sequence #1 has a single segment named "Default"
2. Sequence #2 has three segments: "Not Satisfied", "Satisfied" and "Fallback"
3. The preview is currently showing the default segment of sequence #1 and has two pieces of content. The first piece of content is Text. The second is a multiple choice question.
4. Notice the multiple choice question options: "Satisfied" and "Not Satisfied" match two of the segment names in sequence #2. This is a perfect example of segmentation. If the consumer selects the option of "Satisfied", when they move from sequence #1 to sequence #2, they will only see the content in the satisfied segment. If they select the option of "Not Satisfied", they will only see the content in the not satisfied segment. Here lies the power of segmentation. You can personalize an experience based on the way the consumer answers questions.
Now if we click on sequence #2 in the tree, it will let us view both the not satisfied and satisfied segments in sequence #2. Notice how each segment has personalized content based on the way the consumer answered the multiple choice question in sequence #1.
You may be wondering how to create multiple segments in a sequence, and how to make sure the consumer goes to each segment based on the way they answered the multiple choice question. There are two ways to achieve this:
Segmentation Creation Method #1
The first and easiest way is to use a Sequence Creation Wizard. To do this, click on the segment from the tree view that contains the multiple choice question you want to create segments from. Then click on the + Sequence button, which will bring up the wizard.
NOTE: You can only create segments using the sequence creation wizard if you haven't created the next sequence yet. In the image below, notice that sequence #2 does not exist yet, so the wizard can be used.
Now click segment by content and select the multiple choice question and options you want to create segments for.
Segmentation Creation Method #2
If you have already created the next sequence like in the screenshot below, you can create segments and then create segment rules in each segment to route the consumer to the right segment.
Segment rules are a very important concept in the Tapple platform. They contain the logic for segmentation to work. Even when you use the sequence creation wizard method, rules are created for each segment automatically behind the scenes.
To create a segment and rule when the next sequence (sequence #2) is already created, click on the sequence from the tree view and then click the + Segment button.
Now create a segment rule by picking a rule type of "Content", then selecting the multiple choice question, and then the option for that segment.
NOTE: repeat the process of creating a segment for each multiple choice option.
If all went well, your segment tree will look like this: