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Manages CDP child segments using `tdx sg` commands with YAML rule configs. Covers filtering with operators (Equal, In, Greater, TimeWithinPast, Contain), folder organization, and activations for Salesforce/Google Ads exports. Use when creating audience segments, validating with `tdx sg push --dry-run`, or listing fields with `tdx sg fields`.

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SKILL.md

name segment
description Manages CDP child segments using `tdx sg` commands with YAML rule configs. Covers filtering with operators (Equal, In, Greater, TimeWithinPast, Contain), folder organization, and activations for Salesforce/Google Ads exports. Use when creating audience segments, validating with `tdx sg push --dry-run`, or listing fields with `tdx sg fields`.

tdx Segment - CDP Child Segment Management

Core Commands

tdx sg use "Customer 360"             # Set parent segment context
tdx sg pull "Customer 360"            # Pull to YAML (creates segments/customer-360/*.yml)
tdx sg push --dry-run                 # Preview changes
tdx sg push                           # Push to TD
tdx sg push --delete                  # Delete segments not in local files

tdx sg list                           # List segments
tdx sg list -r                        # Recursive tree view
tdx sg fields                         # List available fields
tdx sg show "Segment Name"            # Preview segment data
tdx sg sql "Segment Name" | tdx query -  # Pipe segment SQL to query

YAML Configuration

name: High Value US Customers
kind: batch  # batch | realtime | funnel_stage

rule:
  type: And  # And | Or
  conditions:
    - type: Value
      attribute: country
      operator:
        type: In
        value: ["US", "CA"]
    - type: Value
      attribute: ltv
      operator:
        type: Greater
        value: 1000
    - type: Value
      attribute: last_purchase_date
      operator:
        type: TimeWithinPast
        value: 30
        unit: day  # year | quarter | month | week | day | hour | minute | second

Activations

activations:
  - name: SFMC Contact Sync
    connection: salesforce-marketing    # From tdx connection list
    columns:
      - email
      - first_name
    schedule:
      type: daily                       # none | daily | hourly
      timezone: America/Los_Angeles
    connector_config:                   # Use `tdx connection schema <type>` for fields
      de_name: ContactSync
      shared_data_extension: false
      data_operation: upsert
    notification:
      notify_on: [onSuccess, onFailure]
      email_recipients: [team@company.com]

See connector-config skill for connector_config details.

Operators

Type Example
Equal, NotEqual value: "active"
Greater, GreaterEqual, Less, LessEqual value: 1000
In, NotIn value: ["US", "CA"]
Contain, StartWith, EndWith value: ["@gmail.com"]
Regexp value: "^[A-Z]{2}[0-9]{4}$"
IsNull (no value)
TimeWithinPast value: 30, unit: day

Behavior Conditions (Aggregations)

Query behavior data from parent segment with aggregations:

rule:
  type: And
  conditions:
    # Count behavior occurrences
    - type: Value
      attribute: add_to_cart_event
      operator:
        type: GreaterEqual
        value: 1
      aggregation:
        type: Count              # Count | Sum | Avg | Min | Max
      source: cart_abandonment   # Behavior name from parent segment

    # Sum behavior values
    - type: Value
      attribute: order_total
      operator:
        type: Greater
        value: 500
      aggregation:
        type: Sum
      source: purchase_history

    # Time-based behavior filtering
    - type: Value
      attribute: timestamp
      operator:
        type: GreaterEqual
        value: 30
        unit: days               # Filter to last 30 days
      aggregation:
        type: Max
      source: purchase_history

Aggregation types: Count, Sum, Avg, Min, Max

Segment References (Include/Exclude)

Reuse conditions from existing segments:

rule:
  type: And
  conditions:
    - type: include              # Include members of another segment
      segment: high-value-users
    - type: exclude              # Exclude members of another segment
      segment: churned-users

Time units: year, quarter, month, week, day, hour, minute, second (singular form only)

Folder Structure

segments/customer-360/
├── active-users.yml
├── marketing/
│   └── email-subscribers.yml

Common Issues

Issue Solution
Context not set tdx sg use "Customer 360"
Field not available tdx sg fields or run parent workflow
Activation not working tdx connection list to verify connection

Related Skills

  • connector-config - Configure connector_config for activations
  • validate-segment - Validate segment YAML syntax
  • parent-segment - Manage parent segments

Resources