Segments

Our Segments are a set of rules defined by you for selecting contacts from your lists. When a segment is executed it will select and add contacts from a list and will add them to a new or existing list.

Please, see below that you can combine your contact properties into OR and AND blocks. We have no limit on number of conditions.

Creation of Segments

One way to view and create segments for a list from the All Lists page:

A second navigation method is from a List view itself:

Creation of a New Segment

To create a new segment, navigate to the Segments page for a list. If you don't have any configured segments for this list, you will see a form for creating a new segment:

Editing Rules

Once you have created a segment, you can define the rules for extracting people from this list.

'Rule Set' fields are based on:

  • standard fields - they come out of the box
  • custom - you can define these on your account
  • engagement - open and click events

The following conditions are available for each field:

  • is
  • is not
  • exists
  • does not exist
  • contains
  • does not contain
  • starts with
  • does not start with
  • ends with
  • does not end with

For fields with type date, you can see:

  • on date
  • before
  • after

Also you can use or operator within your Rule Set. Additionally, you create multiple Rule Sets and combine them into a more powerful query.

After you've completed your rules, click the 'Save' button.

Our segmentation system is like a powerful SQL tool without having to write the actual SQL.

Executing a Segment

You have two options for executing a segment:

  • Select contacts into a new list
  • Select contacts into an existing list

Please, see the buttons in the right upper corner.

Once you click the right button, the system will guide you further.

After execution of a segment, you will receive a detailed report in your inbox.