What is and how to use a segment?

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.

 

Learn how segment templates work in this article.

What is a segment and how to use it - 2-min.png

4. In the segment editor, define the characteristics that will shape its audience.

  

Depending on the chosen segment type, you will access a different configuration screen.

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.

What is a segment and how to use it - 3-min.png

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:

What is a segment and how to use it - 4-min.png

 

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.

 

 

Congratulations!
You have reached the end of the lesson.

  

Still have unresolved questions?
Remember that our Connectif specialists are available to help you. To contact them, simply open a support ticket by clicking the blue "Help" button in your dashboard.

 


Keep Learning!

To make the most of your Connectif account, we recommend continuing with the following articles:

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