Segments

Segments can be used to slice your Audience into targeted collections of Contacts based on dozens of attributes. Campaigns, Automations, and more can then be used to send personalized content your Audience is actively interested in!

In this Guide

Before Getting Started

Prior to creating a segment, you need to have created a List that contains Contact data. This Contact data should include something that 'identifies' these Contacts, such as the date (or date range) that they subscribed, whether or not they have opened a campaign, whether or not they have clicked on a link, etc. 

Creating a Segment

  1. Click on the Audience icon in the left-hand menu bar → Segments tab
  2. Click the black + Segment button
  3. Enter a name for your Segment and click the black Confirm button
  4. Build the desired and/or logic using the options and operators described below. Search the available Segmentation options by typing in the dropdown’s search bar.
    1. OR condition – Adds Contacts to Segment if they meet any of the logic’s conditions
    2. AND condition – Adds Contacts to Segment if they meet all of the logic’s conditions
  5. Click the pink Save button to save your Segment and start its processing

Create a List From a Segment

To save a Segment as a List, open the Segment and click the black Create List button!

Pro tip 🎉: You can trigger Automations from Lists created from Segments! To use Segments for Automation targeting, build your Segment and save it as a List. Then, 

Segment Options and Operators

List

Options Operators Description
List Is on List  If contact is on specific list           
List Not on List If contact is not on specific list

Contact Properties

Options Operators Description
Email Address Is, Not, Contains, Does Not Contain, Starts With, Ends With Contact email address
First Name Is, Not, Contains, Does Not Contain, Starts With, Ends With Contact first name
Last Name Is, Not, Contains, Does Not Contain, Starts With, Ends With Contact last name
Geolocation Is, Not Contact location
Device Is, Not Contact device used 
Subscription Date Is, Is After, Is Before, In the Last Contact Opt-in date
Signup Source Was, Was Not Contact Opt-in type
Phone Number Is, Not, Contains, Does Not Contain, Starts With, Ends With, Has Phone, Does Not Have  Phone number digits

Custom Fields

Options Operators Description
Custom Field Is, Not, Contains, Does Not Contain, Starts With, Ends With Contact custom field 

Engagement & Activity

Options Operators Description
Engagement & Activity Opened Contact opened campaign or automation
Engagement & Activity Clicked Contact clicked link within campaign or automation
Engagement & Activity Did Not Open Contact did not open campaign or automation
Engagement & Activity Did Not Click Contact did not click link within campaign or automation 
Engagement & Activity Triggered Event Contact triggered custom event
Engagement & Activity Did Not Trigger Event Contact did not trigger custom event
Engagement & Activity Visited Site Contact visited specified site

Contact Tag

Options Operators Description
Contact Tag Has Tag Contact has specified custom tag
Contact Tag Does Not Have Tag Contact does not have specified custom tag

In Automation

Options Operators Description
In Automation Is In Automation Contact is currently in an automation (can also choose a specific one or more)
In Automation Not In Automation Contact is currently not in an automation (can also choose a specific one or more)

Exporting Segmented Contacts

  1. Click on the Audience icon in the left-hand menu bar → Segments tab
  2. Click the Segment you want to export
  3. Click the black Export button
  4. Select either Export as CSV or Export as Text File from the Segment Contact Export window. You will receive an email with a link that leads to the file of the segmented Contacts. You can also download any export from your Imports & Exports tab!

Deleting Segmented Contacts

  1. Click on the Audience icon in the left-hand menu bar → Segments tab
  2. Click the Segment you want to delete Contacts from
  3. Click the black Delete All Contacts button
  4. Click the red Delete Contacts button in the pop-up window

Deleting Segments

  1. Click on the Audience icon in the left-hand menu bar → Segments tab
  2. Click the Segment you want to delete
  3. Click the black Delete Segment button
  4. Click the red Delete Segment button in the pop-up window

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, the AND/OR option is very important. If you have AND selected, both conditions must be met in order for a contact to appear within the segment. If OR is selected, either 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:

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