Segments

Segments can be used to slice your Audience into targeted collections of Contacts based on dozens of attributes! Segments can be used to send Campaigns or start Automations.

In this Guide

Before Getting Started

Prior to creating a segment, you need to have created a List that contains Contact attribute data. Attribute data includes a Contact's profile properties, engagement history, purchase history, and more. Check out the complete list of available Segment Options and Operators.

Create a Segment

To create a new Segment, click on the Audience icon in the left-hand menu bar > Segments > +Segment > Enter a Segment name > Confirm

Segment Logic

Use Segment Options and Operators to tell your Segment which Contacts to include or exclude.

Use multiple options by including OR/AND conditions in your Segment:

  • OR condition – Adds Contacts to Segment if they meet any of the logic’s condition.
  • AND condition – Adds Contacts to Segment if they meet all of the logic’s conditions

Keep this rule in mind as you build your Segments: fewer conditions = more Contacts, more conditions = fewer Contacts.

Check out our guide to Advanced Segmentation for examples of Segments you can build in your account right now!

Create a List From a Segment

🎉 Pro Tip: Creating a List from a Segment allows you to send your newly segmented group of Contacts through an Automation!

To save a Segment as a List, open the Segment > click Create List > enter a List Name > select a Sender Profile > click Create

Manage Segments

To export segmented Contacts, delete segmented Contacts, or delete a Segment: click on the Segment you want to manage, then follow the instructions below.

Export Segmented Contacts

Click Export > Select an export option

Delete Segmented Contacts

Click Delete All Contacts > Delete Contacts

Delete a Segment

Click the black Delete Segment button > Delete Segment

Troubleshooting

My Segment is showing 0 Contacts! 

If a segment you've recently created is showing zero contacts, check the conditions you have in place. If you have multiple conditions, double check your AND/OR logic. If you have AND selected, both conditions must be met in order for a contact to appear within the segment. If OR is selected, meeting just one of the conditions will place a contact within the segment. 

Additional Resources

For more information about segmenting your contacts, check out these helpful articles:

Take a look at our blog articles for more extended tips:

Did this answer your question? Thanks for your feedback! There was a problem submitting your feedback. Please try again!

Still need help? Get in touch! Get in touch!