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A dynamic segment is a set of contacts with common characteristics that Connectif automatically generates according to the conditions indicated at the time of 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 are to be considered, and it is necessary for the contact to meet all the conditions to become part of it. For example: "subscribed to newsletter" and "interested in shoes".
Remember that the contact must meet all conditions to enter the segment.
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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 become part of the segment.
- If a contact stops meeting any of the established conditions, they will no longer belong to the segment.
- The main difference with static segments is that they require the use of a workflow to include contacts, whereas dynamic segments automatically group all contacts that meet the conditions established in their configuration, without requiring an additional workflow.
- Dynamic segments are always active and updated, allowing for prolonged strategies to be maintained consistently and effectively for each audience niche, optimizing the user experience.
1.2. Differences between dynamic segment and dynamic segment plus
The following table provides a comparative overview of 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 operators between filters | ||
| Use OR operators between filters | ||
| Nest filters | ||
| Create exclusion group of contacts | ||
| Preview the number of contacts that will enter the segment | ||
| Summary in text mode | ||
| Update | Real-time | Every 3 hours |
2. How it is used in Connectif
Creating a dynamic segment
1. Go to "Contacts > Segments" and click Create new segment.
2. In Type, select Dynamic.
3. In Name, give your segment a title to identify it.
4. (Optional) In Description, add additional information about your set of contacts.
5. In the shaded area below, set the desired conditions for Connectif to distinguish those contacts that should belong (or not) to the set. For example, indicating that "Date of birth" is "equal to or after" the day "01/01/1965". You can add as many filters as you wish, remembering that the contact must meet all of them to become part of the segment.
6. Click Save.
Editing an existing dynamic segment
1. Go to "Contacts > Segments", type its name in the search bar and, once located, click Edit.
2. Make the modifications you deem appropriate.
3. Click Save.
View and export contacts from an existing dynamic segment
1. Once the segment is located in "Contacts > Segments", click on More .
2. Depending on your goal, click on:
- View contacts, to view the contacts that are part of the segment.
- Export segment to Facebook, to export the contacts from the segment to a Facebook audience.
- View uses, to review which workflows are using the segment.
Congratulations!
You've reached the end of the lesson.
Do you have any unresolved questions?
Remember that our Connectif specialists are available to 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:
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Static segment, to segment customers through workflows.
- Test segment, to test a workflow before activating it.
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Segmenting contacts using lead scoring, to differentiate contacts with a certain amount of points.
- Enter a dynamic segment when identifying an anonymous contact, to delve deeper into how dynamic segments work.