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

1. From the Navigation toolbar, choose Contacts and select Segments.
   
2. Click Create on the top-right, and choose 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.
   

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

Assign topics

Edit segment

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

Delete segment

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

Delete Contacts

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.
   
   
4. Click Go Ahead.
   

Save segment as list

Mass update a segment

Export contacts from a segment

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.
   
   
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

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.
   
   
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 

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.
   
   
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.