Segment Creation Guide

Last updated Aug 28th, 2024

Overview

This guide will cover how to create Contact and Organization Segments.

Create From the Segments Page

In the example below, a Segment is created to automatically track Contacts who are economic buyers who fit your definition of the ideal customer persona.

  1. Open the Segments page, click + New Segment, and choose between creating a Segment for Contacts or Organizations.
  2. Give your Segment a name and description (you can also edit these details later).
  3. Select Set up auto-add/remove.
  4. Set your filter criteria for which Contacts you want to add to your Segment. In this example, we used the Economic buyer and Ideal persona Contact Tags, but you can create Segments and filters for any criteria you need. Once you set a filter, you’ll see a preview of the Contacts that will be added to the Segment. Verify these Contacts correctly match your expectations for the filter.
  5. Save your criteria to begin updating your Segment with Contacts and the Organizations they work for.

Auto-Remove Criteria: By default, "Apply inverse filters from your auto add criteria (Remove all Contacts who do not satisfy auto add)" under "Criteria for auto remove" is selected so that any Contact that does not match the add criteria will automatically be removed. Uncheck this box if you do not want this removal behavior. Optionally, you can define a different remove criteria as well. If your auto-remove rules are NOT the same as your auto-add rules, you can still add people to your Segment manually. 

You can also populate Segments by manually searching for Contacts or Organizations, or by uploading a CSV with all your relevant Contacts to add them to this Segment. Learn more about how to upload CSV files here.

Other ways to create Segments

Create from the Contacts page

You can create a Segment when you identify Contacts you'd like to add within the Contacts page:

  1. Go to the Contacts page.
  2. Filter and sort Contacts to find the Contacts you’d like to add to the Segment.
  3. Check the box next to each Contact that you want to add to the Segment.
  4. Click Add to Segment at the bottom of your screen. This opens a dropdown menu with different Segment options.
  5. Select Create new Segment at the bottom of the dropdown menu to create a new Segment.

Create from a Contact profile

You can create a Segment from an individual Contact profile when you find a Contact you'd like to add. To create a Segment from a Contact profile:

  1. Open a community Contact's profile.
  2. Click Add to Segment in the upper right-hand corner of the page. This opens a dropdown menu with different segment options.
  3. Select Create new Segment at the bottom of the dropdown menu to create a new Segment.

Create from the Activity page

You can create a Segment from the Activity page based on specific activities or interactions that took place within your community. To create a Segment from the Activity page:

  1. Go to the Activity page.
  2. Use Activity filters to find activities from Contacts you'd like to add to your Segment.
  3. Hover over the activity whose associated Contact you want to add to the Segment. Check the box to select the Contact.
  4. Click Add Contact to Segment at the bottom of your screen. This opens a dropdown menu with different Segment options.
  5. Select Create new Segment at the bottom of the dropdown menu to create a new Segment.

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