Segmentation - Online Help | Zoho Campaigns

Segments

 Segmentation is one of the widely used techniques to target your prospects and customers in the marketing arena. In segmentation, users can categorize contacts into different sub-sets to focus on a specific set of customers. This customer-based segmentation is based on specific criteria such as geography(country, state, city), demography (age, gender), behavior, buying patterns and more.

Types of segments

There are two types of segments: Basic and Advanced. Although creation and every other actions are similar for both, there is a difference in them based on fields used in segment criteria.

Basic segments

Segments created using all standard and custom fields in their criteria are called basic segments.

Advanced segments

Segments created using one or more advanced field in their criteria are called basic segments. Those advanced fields are:
  1. Activity fields
    1. Campaign Based, Webinar Based, Event Based
  2. Contact Score
  3. List Based Criteria
  4. Tag Based Criteria
  5. Topic Based Criteria
  6. E-commerce Based Criteria
Note: You can create or edit or delete advanced segments only if you are in the Professional pricing plan.

Create segment

You can separate contacts using basic detail such as first name, last name, company name, state, country and other custom information and campaigns can be sent out to a particular set of contacts.
To create a segment
  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Click Create on the top-right, and choose Segment.
    create segment
  3. In Create Segments page, do the following:
    1. Name - Give a name to your segment. (This is for your reference to identify and relate to the criteria).
    2. Criteria - This would be the basis to segregate the contacts.
    3. Click Save.
      create segment
Note:
  1. You can choose to set more than one criteria while creating segments.
  2. Segments created before November 17, 2021 will be listed under the respective mailing lists until September 30, 2022. You cannot edit these segments, however you can clone them.
  3. Segments created after November 17, 2021 are organization-level segments and they will be listed under Contacts -> Segments.

Create Campaign

You can create a campaign for a segment. The contacts in the segment will be set as the recipients. 
  1. From the navigation toolbar, choose Contacts and select Segments.
  2. Open the required segment.
  3. Click More icon and click Create Campaign.
    create campaign
  4. Enter the necessary details and click Save. A campaign will be created and saved.
    create campaign for segment

Change Subscription Type

You can change the subscription type of all contacts in a segment.
  1. From the navigation toolbar, choose Contacts and select Segments.
  2. Open the segment you want to change the subscription type.
  3. Click Change Subscription Type icon.
    change subscription type - segment
  4. Choose the subscription type from the popup. Click Change.
    Subscription type popup

Assign topics

You can associate one or more topics with a segment. 
  1. From the navigation toolbar, choose Contacts and select Segments.
  2. Open the segment you want to assign a topic.
  3. Click the More icon and then click Assign Topics.
    assign topics to segment
  4. Select the topics to be associated with the segment and click Save.
    assign topics popup
Click here to know how to view contacts associated with a topic.

Edit segment

To edit a segment:
  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Hover over the required segment.
  3. Click the Edit icon.
    edit segment
  4. Click Save.

Delete segment

To delete a segment:
  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Hover over the required segment.
  3. Click the Delete icon.
    delete icon

Delete Contacts

To delete contacts from a segment:
  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Click the required segment.
  3. Click More icon and then click Delete All Contacts.
    delete all contacts
  4. Click Go Ahead.

Clone segment

To clone a segment:
  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Click the required segment.
  3. Click More icon and then click Clone Segment.
    clone segment
  4. Provide a name for the segment. You can edit segment criteria if necessary.
  5. Click Clone.
    clone segment popup

Save segment as list

To save as a list:
  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Click the required segment.
  3. Click More icon and then click Save as list.
    save as list
  4. Provide a name for the list and click Save.

Mass update a segment

You can update a specific field for bulk contacts in simple and quick way. To mass update contacts of a segment:
  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Click the required segment.
  3. Click the More icon and then click Mass Update.
    mass update
  4. Click Proceed after you make the required changes in specific fields.

Export contacts from a segment

You can export the contacts of a segment to create a backup data. You can choose the fields, file format that you want to export.

To export contacts from a segment:

  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Click the required segment.
  3. Click the More icon and then click Export contacts.
    export contacts
  4. A pop-up will appear where you need to fill out the following information:
    1. Filter by Date - Select date and time and choose if you want to export all contacts or based on added/updated time.
    2. Fields - Select the fields to be exported
    3. File Name - Give a suitable name and choose the file format you wish to use.

  5. Click Export.

Bulk Segments

Bulk segmentation is an advanced segmentation method where you can segregate your contacts based on a specific field to create multiple segments. For example, if you want to create segments based on country, it is a tedious task to create segments for every possible country present in your account. This is where bulk segments come into picture where you can create segments for contacts from each country in just a single step.

Creating bulk segments

  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Click the required segment.
  3. Click Create at the top-right and choose Bulk Segment.
    bulk segment
  4. In the segment creation page, do the following:
    1. Name - Give a name to your segment. (This is for your reference to identify and relate to relevant criteria)
    2. Segment based on field - This would be the basis to segregate the contacts based on specific field. Once you choose a criteria, you'll be able to view the number of possible segments matching the criteria.
  5. Click Save.

Reset Contact Score 

You can reset the scores of the contacts in a specific segment in a click. If you want to reset the scores of specific contacts, you can simply create a segment and reset their scores to zero. To reset contact score:
  1. From the Navigation toolbar, choose Contacts and select Segments.
  2. Click the required segment.
  3. Click the More icon corresponding to the segment for which you want to reset the scores.
  4. Click Reset Contact Score.
    reset contact score
  5. Give a reason for resetting the score, in the popup that follows.
  6. Check the "I agree" box and click Reset Now.
  7. You'll be notified once the contact scores in the segment is reset.
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