You can communicate the right content, to the right contacts at the right time, by using segments.
Related articles: Creating a segment and defining segment criteria
This article covers:
Why use segments
Segments enable you to split your contacts into different groups. For example, a segment that:
- Isn't a customer
- Doesn't have an ongoing sales process
- Has generated marketing score by visiting a specific page
- Hasn't unsubscribed
Dynamic segments
Segments will update as your marketing and sales information updates.
New additions that match your filters are automatically included in the segment whenever you use it.
Likewise, contacts who no longer match your segment filters are automatically removed from the segment.
If the segment has a flow, contacts who no longer match stop going through the flow's steps. If they match again, they continue from the step where they left off.
You can create and use segments when sending email campaigns, setting up events or creating flows.
Where to find the segments list
The Marketing menu is shown when your account has the Marketing Automation add-on and you are an administrator or have Marketing access.
- Click Marketing → Segments & flows (Segments if your account does not have flows):
- Click the dropdown next to Segments and select one of the following:
- My active segments - for a list of active segments you created
- My inactive segments - for a list of archived segments you created
- All active segments - for a list of all active segments
- All inactive segments - for a list of all archived segments
-
Saved segments - click Save list and these will also appear in the dropdown
To archive a segment, open it, click the gear icon and choose Archive segment. Archiving pauses the segment's flow, and you can no longer send email campaigns to the segment. To use it again, choose Activate segment in the same menu.
The Segments lists provide an overview of information about the segments that have been created. Below is an example view with column headers showing:
- Name - shows the name you assigned to this segment
- Created by - shows the user who created this segment
- Creation date - shows the date this segment was created
- Flow status - shows the status of any associated flow for this segment, or allows you to create a new flow
- You can edit the columns by clicking the gear icon (Edit columns).
Customising your segments
You can:
- Sort the list
- Customise the columns shown for the list
- Filter the list
- Save the list for later
If your account has flows, you can also click to toggle between the Segments and Flows lists: