Segments for creating groups of contacts

How you can group your contacts using Segments for more convenient access

What is a segment?

You already use the filter on the Contacts page to sift through your contacts. But did you know that you can save your most-used filters as a segment to save yourself time in future?

For example, you might often target bloggers that specialize in architecture. Instead of applying the same filters every time, you can save a segment that combines the media type 'blog' and the tag 'architecture'. 

Set your filters and click "Create segment" for easy access later

Segments come in really handy for creating separate media lists you can use again and again.

And because segments are dynamic, each time you add a new contact that matches your segment filters to your database it will automatically be added to your saved segment. Neat, huh?

How to create a contact segment

To create a contact segment, use the filters on your Contacts page, you can search for a specific set of contacts, and then click on the Create segment.

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💡You can then find the saved segment in the sidebar on the left sidebar for quick access.

Editing a contact segment

Click on the Segment you want to edit in the left sidebar, then add or remove filter rules you would like your contacts to meet. Click on "Update Segment" once you've made changes to the filter rules.

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Renaming a contact segment

Hover over the Segment on the left sidebar and click on the "•••" button, then on "Rename Segment."

Deleting a contact segment

Hover over the segment on the left sidebar and click on the "•••" button, then on "Delete Segment."

Removing a contact from a segment

Segments are made based on tags. So if you edit a contact and remove a tag from the contact, the contact will stop being a part of your segment because it no longer matches that segment's criteria.

For example: You are sending a campaign to Segment1 and Segment1 is made of Tag1 and Tag2, you should Edit your contact (find the contact you don't want to be a part of a segment and go to 'View full profile' of that particular contact) and remove Tag1 and/or Tag2 from that contact.

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