Dynamic segment

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.

Dynamic Segment 2025 - 2-min.png

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.

Dynamic Segment 2025 - 3-min (1).png

 

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.

Dynamic Segment 2025 - 4-min.png

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:

Dynamic Segment 2025 - 5-min.png

 

 

 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: