What's the difference between Basic and Advanced Segmentation in Zoho Campaigns?
In the pricing page of Zoho Campaigns, you may have come across the terms 'Basic segmentation' under the Standard plan and 'Advanced segmentation' under the Professional plan respectively and wondered what's the difference between the two. This article will help you understand that difference.
Segmentation refers to the process of creating Segments under the Contacts section in Zoho Campaigns. From the Navigation Toolbar on the left, you can click Contacts and select Segments. You'll create segments on this page.
When creating a segment, you can view the Criteria section. The first field under this section contains different fields that you can choose on which the segment should be focused on to filter your contacts. Based on the fields you choose, the system will decide if you're creating a basic or an advanced segment.
Note:
- In the trial version of Zoho Campaigns, you can create both basic and advanced segmentation.
- If you created an advanced segmentation during the trial and purchased the Standard plan upon trial expiry, you won't be able to use that segment unless you upgrade to the Professional plan.
Basic Segmentation
As the name suggests, basic segmentation includes all the standard fields available in the Contacts module along with any custom fields you've created. When creating a segment, the fields under the below sections come under basic segmentation:
- Predefined Fields
- Contact Social Fields
- Contacts Custom Fields
Advanced Segmentation
To make use of the advanced segmentation process for segregating your contacts, you can create segments using advanced fields. If you integrate Zoho Campaigns with other Zoho apps like Zoho CRM or third-party apps like GoToWebinar, you can make use of fields related to that app.
When creating a segment, the fields under the below sections come under advanced segmentation:
- Consent Fields
- List Based
- Contact Activity
- Webinar Fields
- Topic Based
- Campaign Activity Fields
- E-Commerce
- CRM Deals Fields
- CRM Accounts Fields
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
What's the difference between Basic and Advanced Workflows in Zoho Campaigns?
The workflow builder includes several components you can use to automate tasks based on specific triggers and conditions. Depending on the components you use, your workflow may fall under basic or advanced workflows. Note: In the trial version of ...Segment Criteria
You're likely aware that you can create segments based on different criteria in Zoho Campaigns. You can separate contacts using field details like first name, last name, company name, and so on, and based on the lists and topics. In this document, ...Pricing Plan
Pricing Plan Zoho Campaigns Email API has its own pricing. As this app exclusively involves the usage of APIs, the API calls that are consumed for each API usage will be considered as credits. You'd be purchasing credits beforehand or start using ...How will the recent update affect the existing free plan users?
There will be few changes for existing free plan users post the update. Users can add up to 2,000 contacts and send up to 6,000 emails. The following features will be restricted after May 30, 2022. Segmentation Schedule Email Campaigns Recipient ...What happens when the contacts' count in a sync exceeds the contact limit of my current subscription plan?
If you have Auto-Upgrade turned on and Zoho CRM is synced with Zoho Campaigns, all contacts from the selected module will be synced to Zoho Campaigns, even if it exceeds your subscription plan. The adjustment in your subscription plan will be ...
New to Zoho LandingPage?
Zoho LandingPage Resources