New: CRM Segment Code Field

When defining segment business rules, a new mandatory field CRM Segment is available alongside the existing free text segment name.

What Changed

• Segment Name (free text) — unchanged. Use for internal planning clarity (e.g. "A - Digitalists", "A - Traditionalists")
• CRM Segment (new, mandatory dropdown) — select the standardized code that this segment maps to in the CRM (e.g. "A", "B", "C")

The dropdown options come from Setup > CRM Segments, configured by your administrator.

Many-to-One Mapping

Multiple segments can share the same CRM Segment code. This is the expected pattern when you split a CRM tier into finer sub-segments for planning purposes.

Example: A client segments by Potential, Adoption, and Digital Profile. They end up with two "A" sub-segments:

Both are treated as "A" in the CRM and analytics, but are distinct in CEX360 for channel mix differentiation.

Export

The Segments Definition Tab > Export now includes two columns:

1. Segment Name — the free text name
2. CRM Segment Code — the standardized code

Legacy Segments

Existing segments created before this feature are not affected. They will not have a CRM Segment code assigned. The code becomes required only when creating new segments or editing existing ones.