Filter and segment your contacts based on contact properties and events. The extensive segmentation allows you to target the right group of audience for your campaigns and journeys.

 

To create a Segment,

  1. Click on Marketing Automation > Create Segment to get started.

  2. Create a new segment using conditions based on the following event types. 

    1. Contact fields

    2. Related Account Properties

    3. Journey events

    4. List activities

    5. Email activity

    6. Page Visit

    7. Custom events

    8. Landing Pages

    9. WhatsApp activity

    10. SMS activity

You can add any number of conditions with an AND / OR boolean match type in between.

All: Contacts that match all the configured conditions will get segmented.
Any: Contacts that match any of the configured conditions will get segmented.
Groups: You can add any number of groups with an AND / OR boolean match in between.
All: Contacts that match all the configured groups will get segmented.

EVENT TYPES:

  • Contact fields - Segment contacts based on the values of your contact fields.

    This includes both default and the custom contact fields.

Contact fields

Default and the custom contact fields

Is

Value


Is not

Contains

Doesn’t contain

Is empty

Is not empty

Start with

End with


  • Journey - Segment contacts based on their status on your marketing journey. 


This gives you the option to include contacts who have entered or exited a journey on a specific time period. You can either set ‘Anytime’ or select a specific time period.

Journey

Entered/ Exited

Any journey or a specific journey

Before

After

Anytime

On

Between

Yesterday

Today

Last Week

This Week

Last Month

This Month

Last N Days

Last N Days including Today

 

  • List - Segment contacts based on the list you’ve imported.

 

The two match types available are Includes and Excludes. All the lists you have uploaded will be populated on the dropdown.

List

Includes

Any List or a specific List

Excludes


  • Email activity - Segment contacts based on their email activity for a specific period of time. 

 

Email activity

 Sent 

Choose Email Campaigns
(Any Campaign/Specific Campaign)

Before

Not sent

Delivered

Opened

After

Not Opened

Clicked

Not Clicked

Anytime

Unsubscribed

Bounced

Replied

Not Replied

On

Between

Yesterday

Today

Last Week

This Week

Last Month

This Month

Last N Days

Last N Days including Today


  • Page Visit: Segment your contacts based on the pages they've visited.

Page Visit

Visited

Is

Enter your URL

Before

Not Visited

Contains

Starts with

After

Ends with

Doesn't Contain

Anytime

On

Between

Yesterday

Today

Last Week

This Week

Last Month

This Month

Last N Days

Last N Days including Today


  • Custom events: 
     Segment your contacts based on the custom events performed.

Custom events

Performed

Choose event

Contains

Starts with

Ends with

Doesn't Contain

Before

Not Performed

After

Anytime

On

Between

Yesterday

Today

Last Week

This Week

Last Month

This Month

Last N Days

Last N Days including Today

  • WhatsApp activity: If your CRM is integrated with WhatsApp, you can add and create segmentation based on specific events.



WhatsApp activity
Sent
Any Campaign
Before
After
Delivered
Anytime
On
Read
Between
Yesterday
Errored
Today
Specific Campaign
Last Week
Not Sent
This Week
Last Month
Not Delivered
This Month
Last N Days
Not ReadLast N Days including Today


  • SMS activity: If your CRM is integrated with an SMS provider, you can add and create segmentation based on specific events.

SMS activity
Sent
Any Campaign
Before
After
Delivered
Anytime
On
Read
Between
Yesterday
Errored
Today
Specific Campaign
Last Week
Not Sent
This Week
Last Month
Not Delivered
This Month
Last N Days
Not ReadLast N Days including Today



  • Related Account Properties: You can create segments based on the related account properties of contacts in the CRM.


    Related Account Properties

    Default and custom account fields


    Not Performed

    Is

    Enter Value

    Is not

    Contains

    Doesn't Contain

    Is Empty

    Is not empty

    Starts with

    Ends with



  • eCommerce events*: If your CRM is integrated with an eCommerce platform, say for example Shopify, then you may add specific events from your Shopify-powered online store to create segments.

Shopify*

Performed


Abandoned Cart


Before

After

Anytime

On

Added Product to Cart


Between

Yesterday

Today

Not Performed


Last Week

This Week

Order Cancelled


Last Month

This Month

Last N Days

Last N Days including Today

 



Once your conditions are added, the CRM will create a segment consisting of contacts and visitors that fulfill the conditions. To understand the difference between visitors and contacts, please refer to this article.



  1. Click  to make the segment live. The contacts which satisfy the conditions provided will get segmented.

Note: 
*This is applicable only for accounts that have the Shopify integration enabled. 


All segments that are created can be viewed on the Segments dashboard. You can edit or delete a segment by clicking the button.

 
Using segments while creating a campaign:

Choose segments while creating an email campaign. Click the recipients dropdown and choose a segment of your choice. Multiple lists and segments can be chosen as recipients.

Personalize a campaign based on the segments: 

The campaigns can be sent in a personalized manner for each contact segment. Click the Personalize For dropdown in the DESIGN section of your campaign and select campaigns to make specific changes. The contacts on the segment will receive the personalized email you’ve created. 


Using segments in Journeys:

 

Added to a Segment - Include a segment into your journey by choosing from the list of available segments. 

Is in Segment - This condition can be used to check if the incoming contacts on the block are part of the chosen segment or not.

Choose a segment from the dropdown. The incoming contacts into the condition block will be checked if they are part of the chosen segment.


Note: 
The bulk upload of contacts may take a little while to get reflected inside the Segments module. This is based on the uploaded file size.