Creating a new contacts Segment

03:08 mins
S

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

  1. Access the Audience Tab:

    • Click on the Audience tab in the navigation bar.

    • Select Segments from the drop-down menu under the Audience tab.

  2. 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.

  3. 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.

  4. 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.

  5. Save and Update Contacts:

    • Click Save to apply the condition to the segment.

    • Click on the Update Contacts button to refresh the contacts list.

  6. 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.

  7. 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.