A static segment is a set of contacts generated through manual classifications. Its use allows quick access to customized audiences to be used in different strategies.
1. Properties
In static segments, contacts enter and leave them manually or through a workflow.
Unlike the dynamic and dynamic plus segments, a static segment is not configured through conditions.
Static segments allow adding users in bulk through a contact import.
In static segments, contacts can be grouped based on their behavior in a workflow.
For example: if the user searches for the product "desk," which belongs to the "office furniture" category, they are added to the segment "Interested in office furniture."
2. How it is used in Connectif
Creating a static segment
1. Log in to your Connectif account and go to the "Contacts > Segments" section.
2. Click on Create new segment.
3. In Type, select Static Segment.
4. Set the Name of the segment and, optionally, the Description.
5. Click on Save.
Adding contacts to a static segment
To add contacts to a static segment, it must have been previously created. If you have not created it yet, you can do so by following the steps indicated in the creating a static segment section.
Manually
6. Go to "Contacts > View all" and click on Import.
7. During the import process, choose between importing a CSV file with the contacts' data or pasting them directly into the interface. Check the Add to segment option and select the corresponding segment from the dropdown.
If some of the contacts in the CSV already exist in Connectif and you also want to add them to the segment during the import, you must check the Overwrite existing option.
8. Associate the imported fields with the corresponding contact destination fields.
Through a workflow
9. Go to "Workflows" and click on Create new workflow.
10. Connect the "Start" node to a node suitable for your strategy so that when the contact takes a certain action, they are added to a segment. For example, the "On Purchase" node.
11. Connect the "Add to segment" node and access its configuration.
12. Select the static segment to which you want to add the contacts and click Apply to save the node configuration.
13. Save and activate the workflow so your contacts start entering that static segment automatically.
Editing options, viewing contacts, analytics, uses, and deleting the segment
14. Go to "Contacts > Segments", hover over the segment, and in the options selector, you can choose the desired option from those available.
Exporting the segment
15. In "Contacts > View all", click on Export.
16. Configure the export features as explained in this article.
17. Once the process is finished, you can download the generated document by clicking on (Download).
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 the blue “Help” button on your dashboard.
Keep learning!
To take full advantage of your Connectif account, we recommend continuing with the following articles:
Test Segment, to test a workflow before activating it.
Add and remove contacts from a segment within the same workflow, to learn how to keep contacts in a segment for a specific period.
Export contact segments to Facebook Ads, to start working with your audiences.
Enter segment by visiting products or contact import, to use these groupings to improve your conversion rate.