Adding Contacts to Segments

After you have created a segment and entered basic information about it, you may want to add contacts to the segment. You can do this by filling in the lines in the Segment window manually, but it is easier and faster to use the Segment, Add Contacts function.

To Add Contacts to Segments:

  1. Open the Segment window.

  2. Find the segment that you want to add contacts to, and click Function, Segment, Add Contacts. The Add Contacts window appears.

  3. On the Contact tab, in the Field field, select one or more fields to specify the information that you want to select specific contacts by.

  4. In the Filter field, apply a filter to these fields.

  5. To enter one or more additional filters, repeat steps 3 and 4 on each of the remaining tabs

  6. Click OK.

If you have added contacts by mistake and want to go one step back, click Functions, Segment, Go Back.

Tip

If you are not familiar with the Segment, Add Contacts function, you may want to use the Segment wizard to add contacts to your segments.

After you have selected all the contacts for a segment, you may want to save the segment criteria.

You can see a list of the segment criteria that you have used by clicking the AssistButton to the right of the No. of Criteria Actions field.

Related Topics

Creating Segments by Reusing Logged Segments

Creating Segments by Reusing Segment Criteria

Reducing Segments

Refining Segments

Creating Interactions for Segments

 

 



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