A segment is a group of contacts categorized based on specific criteria that allow you to organize and personalize your marketing campaigns.
Using segments in Connectif enables you to target specific groups of contacts with relevant messages and offers, thereby improving the effectiveness of your campaigns.
1. Properties
In Connectif, there are three types of segments that you can use depending on your needs:
- Static Segment: A group of contacts manually defined within the segment itself or through workflows created for this purpose. This segment does not change unless updated manually. Ideal for fixed lists such as newsletter subscribers.
- Dynamic Segment: A group of contacts that updates automatically based on conditions specified at the time of its creation. Perfect for audiences that need to meet certain behaviors or attributes in real-time.
- Dynamic Plus Segment: A more precise contact group, allowing filtering not only by contact fields but also by activities and their metrics. Additionally, it offers more operators and filtering options that enable you to personalize your campaigns and optimize results quickly and easily.
2. How to use Segments in Connectif?
a. Creating a Segment
1. Go to "Contacts > Segments" in the Connectif menu.
2. Click on Create new segment.
3. Select the type of segment (Static, Dynamic, or Dynamic Plus). You can also use one of the existing segment templates.
4. In the segment editor, define the characteristics that will shape its audience.
5. Click on Save to apply the changes and create the segment. From that moment, it will be available for use in your Workflows.
b. Editing an Existing Segment
1. Go to "Contacts > Segments" in the Connectif menu.
2. Locate the segment you want to edit and hover over it. Click the options button and select Edit.
3. Modify the conditions as needed.
4. Save the changes to update the segment with the new conditions.
c. Viewing Contacts, Checking Usage, Analytics, and Exporting Contacts from a Segment
1. Go to "Contacts > Segments" in the Connectif menu.
2. Locate the segment you need and hover over it. Click the options button.
3. Depending on your goal, click on:
- View Contacts, to see the contacts included in the segment.
- Analytics, to review the segment's statistics.
- Export Segment to Facebook, to export the segment contacts to a Facebook audience.
- Check Usage, to review which workflows are using the segment.
- Delete, to remove a segment and optionally its associated contacts.
d. Using Segments in Strategies
You can use your segments to create hyper-segmented strategies through your workflows.
With Connectif, the possibilities are unlimited. If you need information or examples of segments or segmented strategies, you can check the Workflow Templates or Segment Templates available in your Store.
Keep Learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
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Test Segment, to test a workflow before activating it.
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Add and Remove Contacts from a Segment in the Same Workflow, to learn how to keep contacts in a segment for a specified period.
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Export Contact Segments to Facebook Ads, to start working with your audiences.
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Enter a segment by visiting products or importing contacts, to use these groupings to improve your conversion rate.