List Segmentation - Online Help | Zoho Campaigns

Segments


List segmentation is one of the widely used techniques to target your prospects and customers in the marketing arena. In List Segmentation, users can divides the mailing list 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.

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 no matter how huge your list may be.
To create a segment for a list:
  1. From the Navigation toolbar, choose Contacts and select Manage Lists.
  2. Click on the mailing list for which you wish to create segment.
  3. Click Add on the top-right, and choose Segment.

  4. 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 within the mailing list.
    3. Click Save.
      create segment
Alternatively:
  1. From the Navigation toolbar, choose Contacts and select Manage Lists.
  2. Click on the mailing list, for which you wish to create bulk segments.
  3. Click the sub-tab Segments and choose Segment.

  4. Click Create Segment and follow the same steps in the segment creation page as mentioned in the previous section.
Note:
  1. You can choose to set more than one criteria while creating segments within the mailing list.

Edit segment

To edit a segment:
  1. From the Navigation toolbar, choose Contacts and select Manage Lists.
  2. Click on the mailing list, in which you wish to edit segment.
  3. Under Segments, you can find the list of segments within the list. 
  4. Click the More icon and choose Edit.

  5. Click Save.

Delete segment

To delete a segment:
  1. From the Navigation toolbar, choose Contacts and select Manage Lists.
  2. Click on the mailing list, in which you wish to delete segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Delete Segment.

  5. Click Go Ahead in the popup that follows.

Delete Contacts

To delete contacts from a segment:
  1. From the Navigation toolbar, choose Contacts and select Manage Lists.
  2. Select the mailing list, you wish to select segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Delete Contacts.

  5. Click Go Ahead.

Clear segment

To clear contacts from a segment:
  1. From the Navigation toolbar, choose Contacts and select Manage Lists.
  2. Click on the mailing list, you wish to clear segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Clear Segment.

  5. Click Go Ahead.
Note: Clearing a segment will remove the contacts only from that segment. Same contacts if present in any other mailing list or segment will not be affected.

Mass update for 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 Manage Lists.
  2. Click on the mailing list, you wish to clear segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Mass Update.

  5. Click Proceed after you make the required changes in specific fields.mass update 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 Manage Lists.
  2. Click on the mailing list, for which you want to export segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Export.

  5. 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.

  6. 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 every country present in a mailing list, in just a single step.

Creating bulk segments

  1. From the Navigation toolbar, choose Contacts and select Manage Lists.
  2. Click on the mailing list, for which you wish to create bulk segments.
  3. Click Add 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.
Note
You could also set an additional criteria to segment contacts in the mailing list.

Alternatively:
  1. From the Navigation toolbar, choose Contacts and select Manage Lists.
  2. Click on the mailing list, for which you wish to create bulk segments.
  3. Click the sub-tab Segments and choose Bulk Segments.
  4. Click Create Segment and follow the same steps in the segment creation page as mentioned in the previous section.

Save a segment as a new mailing list

You can choose to save an exclusive segment as a separate mailing list. To save a segment as a list:
  1. From the navigation toolbar, select Contacts and choose Manage Lists.
  2. Select the list for which you want to reset scores.
  3. Click Segments from the drop down.
  4. Click the More icon corresponding to the segment for which you want to reset the scores.
  5. Click Save as List.
  6. In the pop-up, enter a name for the new list and mention the purpose of sending emails to that specific list.
  7. Scroll down within the pop-up and enter the reason/description for sending emails to the contacts in the list.
  8. 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 in a list, you can simply create a segment and reset their scores to zero. To reset contact score:
  1. From the navigation toolbar, select Contacts and choose Manage Lists.
  2. Select the list for which you want to reset scores.
  3. Click Segments from the drop down.
  4. Click the More icon corresponding to the segment for which you want to reset the scores.
  5. Click Reset Contact Score.
  6. Give a reason for resetting the score, in the popup that follows.
  7. Check the "I agree" box and click Reset Now.
  8. You'll be notified once the contact scores in the segment is reset.


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