Docy

How to create segmentation

Estimated reading: 2 minutes 219 views

Segmentation is really useful when you want to send a direct mail campaign to specific people. Learn how to use this tool here.

1. Go to Contacts

Go to the ‘Contacts’ view on the dashboard. 

 

1-Apr-01-2022-01-53-21-03-PM

 

 

2. Select your list

Click on the blank square located on the left or the list name. 

 

2-Apr-01-2022-01-56-18-47-PM

 

 

3. Click on CREATE SEGMENT

On Create menu located on the right side of the screen, click on ‘New Segment’. 

 

3-Apr-01-2022-01-57-57-51-PM

 

 

4. Name segment 

A pop-up window will appear, now you have to type your segment name.

 

4-Apr-01-2022-01-58-58-38-PM

 

 

5. Click on CREATE 

Once you have named your segment, click on ‘Create’. 

 

5-Apr-01-2022-02-00-51-39-PM

 

 

6. Set conditions

In the pop-up window, start to set up your conditions. Start with the list field you want to get the information from. 

 

6-Apr-01-2022-02-01-21-44-PM

 

Then select the condition, if it is, is not, contains, or does not contain. 

7-Apr-01-2022-02-03-02-66-PM

 

And finally, enter a value. It can be letters or numbers. 

 

8-Apr-01-2022-02-04-21-25-PM

 

7. Click on SAVE 

Once you have set up your conditions, click on ‘Save’. 

 

10-Apr-01-2022-02-07-12-94-PM

 

Then, you can visualize your segment with the conditions you selected before. 

 

9-Apr-01-2022-02-05-38-24-PM

Leave a Comment

Support Ticket