Creating and Managing Segments

Segments are smart, dynamic groups of contacts that automatically update based on conditions you define. Unlike lists, which you manually add contacts to, or tags, which mark specific attributes, segments filter your entire contact database in real time to find contacts matching specific criteria. Below is a step-by-step guide on how to create and manage segment conditions using various drop-down selections and logical operators.

Steps to Create a Segment

1. Click on the audience drop-down in the navigation bar.

2. Select "Segments" from the drop-down menu.

3. Click the "Create Segment" button on the segments page.

4. Enter a segment name in the provided text field.

Creating a Segment with Lists and Tags

1. Click on "New Group" to add a group condition.

2. In the form, click "Add Condition" to specify a condition.

3. Select "Choose an Entity" from the drop-down menu and choose "Contacts" from the list of entities.

4. Click on "Choose an Action" to open the drop-down menu and select "Lists" from the options.

5. Choose "Any of" from the next drop-down menu and confirm the selection.

6. Click on "Select from Available Lists" to proceed and select the required list from the options.

7. Click the "Save" button to save the segment.

8. Click on "Add Condition" in the form to start creating a new condition.

9. Select "Choose an Entity" from the drop-down menu under the condition section and choose "Contacts".

10. In the condition section, click on "Choose an Action" and select "Tags" from the drop-down list.

11. Click the drop-down to select from available tags and choose the "Purchase List" tag.

12. After all required tags are selected, press "Save".

13. Click the "Update Contacts" button in the contacts preview area.

Managing Conditions

• Click the bin icon to delete a condition in the form section.

• Click the "Plus New Group" button to add a new group in the form section.

• Within each group, you can add multiple conditions and choose how they relate using "And" logic (all conditions must be met) or "Or" logic (any condition can be met).

Advanced Segment Conditions

1. Select "Contact Updated Within in Days" from the drop-down menu in the condition section.

2. Choose "Total Number of Email Opens" from the drop-down list.

3. Set the condition to "Equal" and enter the desired value.

4. Click the "Save" button to apply the changes.

5. Click on "Update Contacts" in the contacts preview section.

Finding Contacts Based on Source and Creation Date

1. Choose "Contact Added via Source" from the drop-down menu in the condition section.

2. Enter the value in the input field for the condition and click "Save".

3. Click the "Update Contacts" button in the contacts preview section.

4. Find contacts based on when they were created by selecting "Contact Created Within in Days" from the drop-down menu in the condition form.

5. Enter "30" in the input field and click "Save".

6. Click the "Update Contacts" button to refresh the contact list.

Using Custom Fields

1. In the condition panel, choose "Custom Fields" from the drop-down menu.

2. Select "Birthday" from the options and choose "Contains" from the drop-down menu.

3. Enter a value in the highlighted field and click "Save".

4. In the contacts preview section, click the "Update Contacts" button.

5. All contacts with birthdays on December 24th, 1990, will be populated.

Workflows and Automation

1. In the form, click on "Add Condition" under Group 1.

2. Select "Choose an Entity" from the drop-down menu and choose "Workflows".

3. Click on the "Choose an Action" drop-down under the condition section and select actions like "Was Sent", "Was Not Sent Campaign", "Opened", "Did Not Open Campaign", "Click Link", or "Did Not Click in Campaign".

4. Remember to save changes after editing by clicking on "Create Segment".

5. Any campaigns or automations using this segment will automatically use the updated criteria.