Build a segment of contacts
Define a group by rules, such as tag, stage or recent activity, and use it as a campaign audience.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
A list is fixed: people are in it until removed. A segment is a rule: everyone who matches it right now. Segments let you email only the people a message is relevant to.
By the end you can
- Create a segment with rules
- Combine rules with all or any
- Use a segment in a campaign
Screens used
Steps
- 1
Open Segments
On: /email/segmentsOpen the Marketing hub and choose the Segments tab in Email.
You should see: A page titled "Segments".
- 2
Name the segment
On: /email/segmentsType a Segment name that says who is in it, for example "Leads tagged vip, not emailed in 30 days".
You should see: The name is filled in.
- 3
Add a rule
On: /email/segmentsChoose a field, a comparison and a value. Fields include Tag, Lifecycle stage, Status, Source, Company and City, and activity such as Opened an email in the last… or Not emailed in the last….
You should see: One rule.
- 4
Combine rules
On: /email/segmentsPress Add rule for more. At the top choose whether contacts must Match all of the rules or any of them.
You should see: The rules read as a sentence describing the group.
- 5
Use it
On: Campaign editorSave the segment. In an email or SMS campaign tick it under Segments in the audience.
You should see: The campaign goes only to contacts who match when it sends.
Tips
- Segments update by themselves. A contact who stops matching is left out next time.
- There are SMS rules too, such as texted, not texted and replied to an SMS.
Troubleshooting
- The segment matches nobody.
- The rules are too strict together. Remove them one at a time until contacts appear, then add back only what you need.
- Someone you expected is not in the segment.
- Open their contact and compare it with each rule. One tag spelled differently is the usual cause.
One row per shot, in the same order as the guide. Estimated length 1:59, recorded signed in as Owner. Use made-up data only. How to record
Say: Build a segment of contacts. Define a group by rules, such as tag, stage or recent activity, and use it as a campaign audience.
Hold until you see: Lesson title on screen for three seconds.
Say: Open the Marketing hub and choose the Segments tab in Email.
Hold until you see: A page titled "Segments".
Say: Type a Segment name that says who is in it, for example "Leads tagged vip, not emailed in 30 days".
Hold until you see: The name is filled in.
Say: Choose a field, a comparison and a value. Fields include Tag, Lifecycle stage, Status, Source, Company and City, and activity such as Opened an email in the last… or Not emailed in the last….
Hold until you see: One rule.
Say: Press Add rule for more. At the top choose whether contacts must Match all of the rules or any of them.
Hold until you see: The rules read as a sentence describing the group.
Say: Save the segment. In an email or SMS campaign tick it under Segments in the audience.
Hold until you see: The campaign goes only to contacts who match when it sends.
Say: That is build a segment of contacts. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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