A dynamic segment is a set of contacts with common characteristics that Connectif automatically generates based on the conditions specified at the time of its creation. Its use allows real-time availability of groups of contacts grouped according to the pursued objectives.
1. Properties
1.1. General
- Dynamic segments are created based on one or more characteristics that need to be considered, and the contact must meet all conditions to be included in the segment. For example: "subscribed to the newsletter" and "interest in shoes".
Remember that the contact must meet all conditions to be included in the segment.
- Connectif continuously and in real-time evaluates both existing and new contacts for inclusion in the segment.
- If a contact meets all the established conditions, they will be added to the segment.
- If a contact no longer meets one of the established conditions, they will be removed from the segment.
- The main difference from static segments is that these require a workflow to include contacts, while dynamic segments automatically group all contacts that meet the conditions set in their configuration, without requiring an additional workflow.
- Dynamic segments are always active and updated, allowing for consistent and effective long-term strategies for each audience niche, optimizing the user experience.
1.2. Differences between dynamic segment and dynamic segment plus
The following table compares the main functionalities available in dynamic segments and dynamic segment plus:
| Functionality | Dynamic Segment | Dynamic Segment Plus |
|---|---|---|
| Filter by contact fields | ||
| Filter by contact activities | ||
| Filter by activity properties | ||
| Use AND (Y) operators between filters | ||
| Use OR (O) operators between filters | ||
| Nest filters | ||
| Create an exclusion group of contacts | ||
| Preview the number of contacts that will enter the segment | ||
| Summary in text mode | ||
| Update frequency | Real-time | Every 3 hours |
2. How it is used in Connectif
Creating a dynamic segment
1. Go to "Contacts > Segments" and click on Create new segment.
2. In Type, select Dynamic.
3. In Name, assign a title to your segment for identification.
4. (Optional) In Description, add an additional explanation about your contact set.
5. In the shaded lower area, set the desired conditions for Connectif to distinguish which contacts should belong (or not) to the set. For example: specifying that "Purchase Date" is "equal to or after" "01/01/2025". You can add up to 10 filters and determine whether contacts must meet all conditions or any condition to be included.
6. Click Save.
Editing an existing dynamic segment
1. Go to "Contacts > Segments", locate the segment you want to edit, and hover over it. Click on the options button and then select Edit.
2. Make the necessary modifications, following the same process as for creating a static segment.
3. Once the changes are made, click Save and exit.
Viewing and exporting contacts from an existing dynamic segment
1. Go to "Contacts > Segments", locate the segment you want to edit, and hover over it. Click on the options button.
2. Depending on your goal, click on:
- View contacts, to check the contacts included in the segment.
- Analytics, to view the segment's statistics.
- Export segment to Facebook, to export the segment's contacts to a Facebook audience.
- View uses, to check which workflows the segment is being used in.
- Delete, to remove the segment and optionally delete the contacts included in it.
Congratulations!
You have reached the end of the lesson.
Do you have any unresolved questions?
Remember that our Connectif specialists are available to assist you. 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:
-
Static segment, to segment customers using workflows.
- Test segment, to test a workflow before activating it.
-
Segment contacts using lead scoring, to differentiate contacts based on a certain number of points.
- Enter a dynamic segment upon identifying an anonymous contact, to deepen your understanding of how dynamic segments work.