A static segment is a set of contacts created through manual classifications. Its use allows for quick access to customized audiences that can be used in different strategies.
1. Properties
- In static segments, contacts enter and exit manually or via a workflow.
- Static segments allow users to be added in bulk via a contact import.
- In static segments, contacts can be grouped based on their behavior in a workflow.
2. How to Use It 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 add a Description.
5. Click Save.
Adding Contacts to a Static Segment
Manually
6. Go to "Contacts > View All" and click on Import.
7. During the import process, choose to import a CSV file with contact data or paste them directly into the interface.
Using a Workflow
8. Go to "Workflows" and click on Create new workflow.
9. Connect a suitable node to the "Start" node so that when the contact performs a specific action, they are added to a segment. For example, the "On Purchase" node.
10. Connect the "Add to segment" node and access its settings.
11. Select the static segment where you want to add contacts and click Apply to save the node configuration.
12. Save and activate the workflow so that your contacts start entering that static segment automatically.
Editing Options, Viewing Contacts, Analytics, Usage, and Deleting the Segment
13. Go to "Contacts > Segments", hover over the segment, and in the options selector, choose the desired option from those available.
Exporting the Segment
14. In "Contacts > View all", click on Export.
15. Configure the export settings as explained in this article.
16. Once the process is complete, you can download the generated file by clicking (Download).
Keep Learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
-
Test Segment, to test a workflow before activating it.
-
Adding and Removing Contacts from a Segment in 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.
-
Entering a Segment by Visiting Products or Importing Contacts, to use these groupings to improve your conversion rate.