Our platform offers multiple methods to create segments of your database. In this tutorial we are going to learn the ins and outs of our Quick Segment builder. There are several advantages to using our Quick Segment builder
- Advantage of processing larger data sets quicker than creating segments through automation. (Pro-Marketer)
- Allows for records to be removed from the segment.
- More complex conditional criteria allowing for the combination of “and” & “or” logic.
- Segments can be deleted through Segment Manager.
To access our Quick Segment builder travel to Manage--->List Manager--->Select Your List (In-house/CRM)--->Manage List---->Manage Segments.
This screen will display your previously created segments along with the option to create new segments. If you wish to edit an existing segment, simply select the segment's name. In this tutorial we are going to create a segment from scratch.
Select “Create New Segment”.
Step 1 - Name Your Segment
First name your segment with an easy identifiable name and click "Save".
Step 2 - Select Your Criteria
All segments rely on conditional criteria to be leveraged. Within the Quick Segment builder you can leverage data fields, both stock and custom, campaign activity and tags/list subscriptions (Pro-Marketer). If you wish to create segments using more advanced criteria (i.e web site activity, form conversion) defer to this article explaining segment creation through automated workflows (Pro-Marketer).
In this specific example let’s create a segment based off a custom data field I have created. I would like to create a segment of those users who have subscribed to my monthly newsletter. Inside of my CRM I denote those members with a value of “yes” within a custom data field “monthly newsletter opt-in".
From the drop down select the specific criteria you are going to use, whether that be a data field, tag or campaign activity.
Please note you can use any data field that has been created within INBOX25, or for those using SugarCRM, data fields that have been created in SugarCRM.
Step 3 - Define the Criteria Characteristic
Once your criteria is selected you must define the specific characteristic. For a data field, what value should the field read? In our example I want the value to equal “yes”. An identical concept exists for leverage tags, what is the tag name you would like to use?
Quick tip on equals vs. contains for leveraging data fields. When using the equals metric it will pull from the exact syntax found in that data field. If the data field value reads “yes”, the matching criteria within the INBOX25 must also read "yes". If you would like a more open ended scenario, contains will look for the matching text but will not follow the exact syntax (ex. capital letters). If you are unsure the syntax of the data field values are consistent, contains is the ideal solution.
For this example I know this data field always reads “yes” therefore I will select the equals metric.
Step 4 - Add additional Critical (Optional)
If you’d like to add additional criteria for this segment you can select “new rule”. Our Quick Segment builder does allow for the combination of “and” & “or” statements.
Step 5 - Save and Complete
Once your criteria is added, the last step is to click “Save and Refresh”.
Note* - These segments do not automatically update as segments created through automated workflows do. When you would like to update this segment come back to this screen and select “Save and Refresh”. This will refresh the conditional data and reflect any new updates since it’s last save.