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[en] Segments in Marketing Automation

[en] This feature is in beta and is being gradually rolled out to accounts.

[en] Segments group contacts based on specific criteria. Use segments to organize contacts and target specific audiences in marketing campaigns and automations.

[en] There are two types of segments:

  • [en] Static: A fixed group of contacts that you add or remove manually.

  • [en] Dynamic: A group that updates automatically based on rules you set. Contacts are added or removed as they meet or stop meeting the rules.

[en] Create a Static Segment

[en] To create a static segment:

  1. [en] From the dashboard, click Contacts.

  2. [en] Click Segments.

  3. [en] Click New Segment, then select Static.

  4. [en] Enter a name for the segment. You can also add a description for internal use.

  5. [en] Click Continue.

  6. [en] In Segment contacts, search for and select the contacts you want to add.

  7. [en] Click Done.

[en] Create a Dynamic Segment

[en] Dynamic segments use rules to decide which contacts belong to the segment.

[en] To create a dynamic segment:

  1. [en] From the dashboard, click Contacts.

  2. [en] Click Segments.

  3. [en] Click New Segment, then select Dynamic.

  4. [en] Enter a name for the segment. You can also add a description for internal use.

  5. [en] Click Continue.

  6. [en] In Rules, choose whether contacts must match ALL or ANY of the rules. Then select a field, a condition, and a value. To add another rule, click Add Rule.

  7. [en] Click Done.

[en] The contacts that currently match the rules are listed below them. The segment updates automatically as contacts meet or stop meeting the rules.

[en] Edit a Segment

[en] To edit a segment:

  1. [en] From Contacts, click Segments.

  2. [en] Open the segment you want to edit.

  3. [en] Make your changes. For a static segment, add contacts in Segment contacts. For a dynamic segment, change its rules.

  4. [en] Click Done.

[en] Use Segments

[en] Use segments to target specific groups of contacts instead of your entire contact list. For example, you can use a segment to decide which contacts receive a campaign or enter an automation.

[en] Each segment's page shows the campaigns and automations that use it.

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