A segment is a virtual list of the contacts based on similarities and likelihood. A segment is not an actual list but isn’t less than an actual list as you can perform any action on a segment that you can perform on a contact list. A segment is a series of contacts that are grouped together based on multiple filters e.g people with the first name as Ken or the people who have opened your broadcast from New York or so on.
Menu Navigation: Lists – Segments
When you navigate to the segments page, click on the [+Add New] button and you’ll be taken to a page that looks like the figure below. Input any friendly segment name and choose the type of segment.
Type of Segments
There are two main types of segments that further sublet into a wide range of filters.
- Based on Contact Lists
- Based on Statistics
Based on Contact Lists
This type of segment allows you to group your contacts across multiple lists based on similar field values and/or statuses. Have a look at the screenshot below then continuing further
Select List
Any Contact List:
This option ignores the list-specific criteria and selects all lists globally. So any filters you apply will search for the contacts across the whole database.
Contact Lists:
It allows you to choose specific/multiple contact lists to find the filtered contacts from.
Groups:
Segments can also be created on all lists globally that belong to the specific group(s). It will allow you to select the groups instead of lists.
Custom Criteria:
It allows you to apply filters on list names/groups that auto-selects all lists with matching criteria.
Possible Conditions
| Filter | Operators | Description |
|---|---|---|
| List Name | is, isn’t, contains, doesn’t contain | This is a text field and any value you input here will be matched among all lists names using the operator you select. |
| Group Name | is, isn’t, contains, doesn’t contain | Any keywords mentioned here will apply to all groups and eventually will be applied to all contact lists for the matching groups. |
Note: Comma-separated values are supported and will be taken as “OR”. e.g “List Name” “is” “Clients, Leads, Customers” means it will select all three lists.
Filters
The dropdown of filters carries all fields (pre-defined and custom created) along with all statuses that can be applied.
The table below will let you know the available filter types, operators, and description.
| Filters | Operators | Description |
|---|---|---|
| Status Filters | ||
| Status | is, isn’t | The contact status i.e active or inactive |
| Subscription Status | is, isn’t | The contacts that have unsubscribed or not |
| Confirmation Status | is, isn’t | The contacts with confirmed or unconfirmed status |
| Complaint Status | is, isn’t | The contacts that have raised a complaint already |
| Content Format | is, isn’t | The contacts that are set to receive HTML or TEXT format of the email body |
| Filter by Custom Field & Types | ||
| Text Field | is isn’t contains doesn’t contain starts with ends at the first alphabet is greater than and equal to the first alphabet is lesser than and equal to | Any keywords input here will be matched across the selected lists for the chosen operator Note: The first alphabet is greater than and equal to filter means all contacts that have chosen custom field value starting from the input keyword. e.g if you select First Name and input “g”, it means you’ll get all contacts that have first names starting from g to z. |
| Checkboxes | is, isn’t | Any custom field with a type checkbox will appear as a dropdown of checkboxes |
| Radio Options | is, isn’t | Any custom field with type radio options will appear as a dropdown |
| Date | Exactly | Pickup a date and it will just include those contacts that have a matching date for the selected date field. e.g the people who have birthdays on August 15, 2019 |
| After | Pickup a date and it will bring the contacts having date values for this field greater than the selected one e.g the people who have birthdays after March 15, 2019 | |
| Between | It will bring all contacts between the given date range e.g the people who have birthdays between April 15, 2019, and April 25, 2019 | |
| Occurring After | Bring all contacts that have the selected date occurring exactly after “X” [Minutes|Hours|Days|Weeks|Months|Years] e.g the people who have birthdays exactly after 2 days | |
| Occurred Before | Bring all contacts that have the selected date occurred exactly before “X” [Minutes|Hours|Days|Weeks|Months|Years] e.g the people who had birthdays exactly before 2 days | |
| For the Past | Get all contacts that have the selected date within past “X” [Minutes|Hours|Days|Weeks|Months|Years] e.g the people who had birthdays in the past 6 months | |
| Older Than | Get all contacts that have the selected date older than “X” [Minutes|Hours|Days|Weeks|Months|Years] e.g the people who had birthdays before 6 months | |
Note: You can apply multiple filters on a single segment.