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
- Create a Segment
- Segment Logic
- Create a List From a Segment
- Manage Segments
- Additional Resources
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
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.
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
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
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.
For more information about segmenting your contacts, check out these helpful articles:
- How to Improve Targeting with Advanced Segmentation
- How to Remove Unengaged Contacts with Segmentation