Common questions when working with segments.
This article covers:
- How to add all contacts with an email address?
- What happens when you make a segment inactive?
- How do I include contacts who have filled out a form (without choosing a specific form)?
- How do I include/exclude assigned leads?
- No matches found
- Why does my segment have the old design?
How to add all contacts with an email address?
To include all contacts who have an email address in your segment, complete the following steps:
- Under Include contacts, select the Contacts button.
- Select the Has email field and choose Yes. Or, you could choose the Email field and enter @ as the value.
What happens when you make a segment inactive?
Inactive segments are hidden in the default view of the Segments list. You can change the list so that inactive segments are shown.
If there is an active flow using an inactive segment, no emails will be sent as part of the flow.
How do I include contacts who have filled out a form (without choosing a specific form)?
To include all contacts who have filled out any form, complete the following steps:
- Under Include contacts, select the Contacts button.
- Select Form submit.
- Leave the Is Any form field as the default.
- Choose the date range you want to include in the segment.
How do I include/exclude assigned leads?
To exclude companies who already have a lead assigned, complete the following steps:
- Under Exclude contacts, select the Companies button.
- Select Activities & appointments.
- Select More options.
- Select Open. Open activities are the same as having a user assigned.
- Add a Date range and an activity Type, if desired.
No matches found
If your segment includes a No matches found message for a field, make sure to add values to custom fields or data to standard fields before you create the segment.
Why does my segment have the old design?
Customers that tested segment (soft-deploy) before the new design will have the old design on segments created before 2018-04-11. All new segments will have the new design.
You need to create a new segment with the same filters and then remove the old segment to migrate old segments.