Overview

A segment is a group of contacts with something in common. Segments can be used for targeted communication or reporting.

How to Create Segments

1. Go to Contacts

2. Click Segments (in the sidebar)

3. Click Create segment

4. Give your segment a name that makes it easy to identify

5. Choose which columns you want in the segment's table of contacts

6. Click Create

Adding Contacts to Segments

1. View the segment

2. Click Add contact

3. Search for and select a contact

4. Click Add

How to Create Segments that Automatically Update

You can create segments of contacts based on specific rules. These kinds of segments always stay up to date and do not require you to add or remove contacts yourself.

To create a segment with automatic updates:

1. Create or Edit a Segment

2. Toggle Automatic Updates

3. Add a conditions group and conditions

4. Click Create or Save changes

Exporting a Segment's Contacts

1. View a segment

2. Click Export contacts

3. Select the columns you want included

4. Optionally enter a file name for the exported file

5. Click Export

6. The export will work in the background and could take a few minutes if there are a lot of contacts. You'll get a notification letting you know when you export is ready.

7. When ready, click the notifications icon in the top right (bell icon)

8. Locate the notification about your export

9. Click Download .csv

How send Emails to Segments

One major benefit of using segments is the ability it gives you to send targeted emails to a specific audience.

1. Go to Email

2. Create or Edit an Email

3. Click the Recipients tab

4. Click Add segments below the Segments section

5. Select the segments you want to email by checking the boxes next to each one.

6. Click Select

7. Click Create or Save Changes

Your email will now be sent to the contacts belonging to your selected segments.