Segment your contacts
You will learn:
Segment and refine your audience targeting, learn how to create segments and organize your contacts based on their behavior and demographics for precise targeting.
Step 1: Create a new segment
- From the dashboard, go to Audience > Contact > Segmentation.
- Click “Create Segments”.
- Enter the name of the segment you want to create.
- From the list of available filters, select a segment criteria.
5.Select the rule according to the segment criteria.
For example, if you want to track the total number of clicks from contacts in the last month, choose the “Total Clicks” rule, set the rule, and define the time period as Last 30 days.
Step 2: AND/OR conditions
Use AND/OR conditions to make your targeting more specific.
AND: Use “And” conditions to target contacts that meet all specified criteria simultaneously (e.g., clicked a link and visited a specific page).
OR: Use “Or” conditions to broaden your targeting by including contacts that meet any of the specified criteria (e.g., clicked a link or opened an email).
Click “Use this segment” to save the segment.
Step 3: Export segment
1. Navigate to the created segment from Audience > Contact > Segmentation. Export the segment as a CSV file or delete it using the icons on the right under “Action”.
2. You can also open the sequence to edit contact information and add them to different segments.
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