There are three methods to creating/updating segments with your Pro Marketer plan; creating segments through our Automation Manager, Quick Segment Builder and List Manager 2.0. This article is focusing on creating segments via our Automation Manager.
Creating/Updating segments through our automation manager provides the benefit of auto-populated segments, meaning records will be continually added to your segment while the workflow is active. This hands off approach removes the monotony of manual segment creation and allows more time for what matters, content.
To being, navigate to Manage--->Automation Manager--->Create New Track
Step 1 -Define Your Basic Campaign Settings
Creating an automated workflow starts with assigned a campaign name. For organization, pick an easy identifiable name.
Step 2 - Define Condition(s)
Automated workflows leverage conditional criteria. The critera will be used to populate your segment.
- Populate segment with records who've filled out contact form. (Using Landing Page Condition)
- Populate segment with those records located in New York. (Data Field Condition/ Geo Location Condition).
- Populate segment with those who've opened introduction email. (Campaigns Condition)
Conditions can be combined using an "and" connector for more complex segmentation.
Step 3 - Select List Segment Action
Once your criteria is defined select the List Segment action. From here define your segment name and complete the workflow.
Step 4 - Activate
Once the workflow is complete select the "play" icon within the Automation Manager to activate.
The workflow is now running and your segment will begin to be populated as soon as records meet the conditions for the workflow. As long as the workflow is active it will continually scan for new matches. If you wish to stop populating the segment you'll need to pause the workflow.
To go in and manage your list segment, navigate to Manage---->List Manager and locate the list. You should see a highlighted value under the 'Segments' column. Clicking that will take you to the specific List Segment where you can view who is a part of it.