How to set criteria for including and excluding contacts in your segments.
After you’ve created a segment, it's time to define the segment criteria:
- Under Select contacts to include in this segment, add filters to one or both include blocks:
- Include contacts who match all of the following filters: contacts must match every filter in this block.
- Include contacts who match any of the following filters: contacts must match at least one filter in this block.
- Click to add filters related to contacts and/or companies:
For example, to include only contacts with an email address, add Has email to the "all" block and choose Yes.
- Filters you choose will now appear (below's example shows Name):
- Some filters let you click to toggle Is/Is not conditions:
- Some filters also offer extra customisation. For example, clicking Contacts → Subscription opens up subscription date filters. You can specify your own date by choosing a filter containing an X subscription filter. For example, choose a start date of Next X years and then add the number of years:
- To remove a filter, click the X to the right of the filter:
- Repeat the process for contacts you want to exclude. In the Exclude contacts who match block, click all/any to exclude contacts that match every filter or at least one filter:
- Click Save
- The results of your filters will update and display in real-time
- Hover over columns to view more details about the contact:
- Now you're ready to use the segment in your email campaigns, events or flows