Getting Started

follow these steps to have unaric segment successfully installed and running in sfmc if you need support during installation, reach out to your customer success manager or email us at support\@deselect com mailto\ support\@deselect com you can decide to do the installation during a live call or provide unaric segment temporary access to their sfmc environment to do the installation you need to be an admin to complete the installation installation & setup install the package install unaric segment in your sfmc instance from agentexchange we recommend using unaric segment in google chrome for the best support when used together with unaric search mozilla firefox and safari are also supported microsoft edge is known to have issues with drag dropping and is not supported for the best user experience, keep the scaling option on your monitor to 100% this guarantees all interface elements can be shown on 13 inch screens and above schedule selections docid\ wupztar3qnmtjqpbi5ic7 install the deselect automations package, which allows unaric segment to connect to sfmc to execute scheduled tasks and backend queries set permissions docid\ cfqxrtikl7a5qfm4veov9 ensure your users have the required sfmc permissions (such as creating data extensions and executing query activities) to use all functionalities further, you might be required to whitelist segment ip docid\ cg9wkhowpacnluv xgdao enable user access docid\ jma9kkg8p94trlpevbn7y enable access to the unaric segment installed package for specific users manager your license docid\ etdhdxkwci icabxseqy5 see available licensing, assign active licenses, and manage your available user count in case you have unaric segment free installed and want to upgrade to one of our paid plans, reach out to our support team at support\@deselect com mailto\ support\@deselect com , and we'll let you know how to proceed enable additional business units docid s5vvulw6u5xvi1sedby5 (optional) grant access to the unaric segment and automations packages for new business units in sfmc setup, and contact support to finalize the activation this is only required if you already have unaric segment enabled in your organization and want to expand your access to additional business units access unaric segment once installed, unaric segment will be available in salesforce marketing cloud on the menu bar on top, over the agentexchange icon and then click deselect segment in case you don't see unaric segment under the agentexchange menu, ask your sfmc administrator to grand you access examples check the following two examples to learn what you can do with unaric segment build your first selection from scratch this example shows how to build your first selection in unaric segment, starting from a data extension with your customer data, and applying some basic filters create a resend campaign analyze who opened or clicked on a certain email, to do a resend campaign