Creating a new contacts Segment
SendX
Updated on Dec 09, 2024
How to Create a Segment Using Custom Fields with Multiple Conditions
In this tutorial, we will guide you through the process of creating a segment using custom fields with multiple conditions in SendX.
Step-by-Step Guide
Access the Audience Tab:
Click on the Audience tab in the navigation bar.
Select Segments from the drop-down menu under the Audience tab.
Create a New Segment:
Click on the + Create Segment button in the top right corner.
Enter a name for your segment in the name field.
Add Conditions to Your Segment:
Click on the + New Group button to add a new condition group for your segment.
Click on the + Add Condition button to add a new condition to the segment.
Select Custom Fields from the Choose an Entity drop-down menu.
Define Custom Field Conditions:
Click on the + New Group button to add a new group of conditions.
Select Sex from the Choose an Action drop-down menu.
Choose Equal from the sex condition drop-down menu.
Input the desired value in the text field under the sex condition.
Save and Update Contacts:
Click Save to apply the condition to the segment.
Click on the Update Contacts button to refresh the contacts list.
Refine Your Segment:
Click on the + Add Condition button to add a new condition to the segment.
Select Custom Fields from the drop-down menu to specify a custom field condition.
Select Age from the condition section of the form.
Choose Greater from the operations drop-down options.
Enter a value in the field next to the greater condition in the form.
Finalize Your Segment:
Click the Save button in the form to save the condition.
Click the Update Contacts button to refresh the segment contacts list.
Press the Create Segment button to save your new segment.
And just like that, you have a segment customized to your specific fields with multiple conditions. Thank you for watching. Stay tuned for more updates and how-to tutorial videos from SendX.