The segment template listing allows you to quickly create Dynamic Segments and/or Dynamic Plus segments based on the available examples. These templates filter by different criteria and contact behaviors, resulting in useful audience groups to apply in different strategies.
How to access?
You can access the segment template listing from "Contacts > Segments", by clicking on Create segment.
Interface
The interface of the segment template listing is located in the Templates section and consists of four blocks:
1. Template listing: to browse segment templates. By default, all existing templates are displayed, and when filters are used, the resulting selection is shown.
2. Template information: to check details of each template, including segment type (Dynamic or Dynamic Plus), a description, main goal type (Conversion, Reactivation, or Retention), whether it is a predictive segment (indicated in the top right icon of the card), and channel (indicated in the bottom right icon of the card).
3. Search: to find an existing template using terms related to its name or description.
4. Filters: to refine the search based on goals and/or channels associated with segment templates.
How it works
The template listing of segments displays, by default, all available templates for use. Navigate through the interface, use the search or filter functionality to find the right strategy.
1. Search template by name or description
In the search block (3), type the terms related to the segment you want to find.
In the template listing (1), the results of templates matching the search by name or description will be displayed.
2. Search template using selectable filters
In the filter area (4), click on any of the two dropdowns (Goals and/or Channels) to filter segment templates based on the criteria that match your strategy.
In the template listing (1), the results of templates matching the selected filters will be displayed.
To clear the search, click on Clear filters.
3. Create a segment from a template
In the template listing (1), click on the segment card you want to create.
The segment creation page will open, where you can see all its information, as well as the Segment Summary, with an overview and estimated number of contacts in the group.
If desired, you can add new criteria or modify existing ones, as well as the segment’s name or description.
Once the criteria have been reviewed, click on Save to create the segment in your Connectif Store.
Congratulations!
You have reached the end of the lesson.
Do you have any unresolved questions?
Remember that our Connectif specialists are available to help. To contact them, simply open a support ticket by clicking on the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
- What is a segment and how to use it, to learn how segments work in Connectif and the different types of contact groupings available.
- Static Segment, to generate audiences through manual classifications.
- Dynamic Segment, to generate audiences that must meet certain behaviors or attributes in real time.
- Dynamic Plus Segment, to generate more precise audiences by filtering contacts based on activities and their metrics.