Segment Criteria

You're likely aware that you can create segments based on different criteria in Zoho Campaigns. You can categorize contacts using contact field details like first name, last name, company name, and so on, and based on the lists and topics.

You can also segregate contacts:

Using custom field data to have a segment based on a specific custom field.
Using campaign-related activities, such as opens and clicks.
Using integration-related fields which will appear when you integrate apps like Zoho CRM, and many other fields.

In this document, we'll walk through the different types of segmentation criteria available in Zoho Campaigns.

Note: You can set a maximum of 10 segment criteria while creating a segment.

Types of criteria

In this section we can explore in detail about the different segment criteria and modifier options available in Zoho Campaigns. The general format to set a criteria is: Field > Modifier > Value. First, you'll choose the field or criteria, then the modifier and finally the value. In some cases you can choose a value and in other cases you need to type the value. This depends on the field or criteria you're choosing. The screenshot below shows a simple criteria you can set up for a segment.

As shown above, Contact Email is the Field, 'contains' is the Modifier, and '@gmail.com' is the Value. This segment will have contacts whose Contact Email contains the value @gmail.com.

Depending on the criteria you choose, the segment can either be categorized as Basic segmentation (available in Standard plan) or Advanced segmentation (available in Professional plan).

Please check here to understand the difference between the two, as depending on your current plan and the criteria with which you need to create a segment, you would've to upgrade to the Professional plan.

List and Topic based criteria

You can filter contacts based on lists. You can filter out all the contacts that were added to a list and also filter out contacts that were not added to the list. Similarly, you can filter contacts subscribed to a selected topic or contacts who have not subscribed to the selected topic.

Predefined fields based criteria

Field Name Criteria	Modifiers
Contact Email	• is • isn't • contains • doesn't contain • starts with • ends with • is empty • is not empty
Title
First Name
Last Name
Job Title
Company Name
Phone
Secondary Email Address
Mobile
Address
City
State
Zip Code
Country
Website Address
Added By
Note
Opt-In Type
Added Time	• is • isn't • is after • is before • today • yesterday • till yesterday • last month • current month • last week • current week • between • not between • age in days • age in months
Modified Time
List Added Time
Is Converted	• is true (Yes) • is false (No) • is empty or false • is empty • is not empty
Opt-In

Consent fields based criteria

Field Name Criteria	Modifiers
Agreed to Privacy Policy and Terms	• is true (Yes) • is false (No) • is empty or false • is empty • isn’t empty
Consent Status	is

Social fields based criteria

Field Name Criteria	Modifiers
X Handle	is isn't contains doesn't contain starts with ends with is empty isn't empty
Facebook Handle
LinkedIn Handle

Contact and Account custom fields based criteria

You can segment contacts based on custom fields in your account. The modifiers will vary based on the custom fields' data type.

Contact activity based criteria

Field Name Criteria	Modifiers
Tags	• is • isn’t
Contact Source	• is • isn’t • contains • doesn’t contain • starts with • ends with • is empty • isn’t empty
Contact Score	• = • <> (not equal to) • < • <= • > • >=

Webinar based criteria

You can segment contacts based on webinar registration and attendance like this:

Field Name Criteria	Modifiers
Webinar registrants	• registered for • did not register for
Webinar attendees	• attended • did not attend

Campaign activity based criteria

Field name criteria	Modifiers	Value
Last Sent On	is isn't is after is before today yesterday till yesterday last month current month last week current week between not between age in days age in months	Mention the date and time.
Specific Campaign	Choose any one of the sent campaigns.	is received is not received is opened is not opened is clicked any link is not clicked any link is clicked a specific link is replied is not replied
Any Campaign	Sent Not Sent Opened Not opened Clicked any link Not Clicked any link Replied Not replied	Till Today Today Yesterday Current Week Last Week Last 7 Days Last 60 Days Last 90 Days Last 180 Days Last Month Last 3 Months Last 6 Months Last 7 Months Recent Five Campaigns

Ecommerce based criteria

Field name criteria	Modifiers	Value
Total Orders	= <> (not equal to) < <= > >= is empty isn't empty	Choose a value
Have Purchased	Choose a product	Till Today Today Yesterday Current Week Last Week Last 7 Days Last 60 Days Last 90 Days Last 180 Days Last Month Last 3 Months Last 6 Months Last 7 Months
Have Not Purchased	Choose a product	Till Today Today Yesterday Current Week Last Week Last 7 Days Last 60 Days Last 90 Days Last 180 Days Last Month Last 3 Months Last 6 Months Last 7 Months
Average Amount Spent	= <> (not equal to) < <= > >= is empty isn't empty	Choose a value
Amount Spent Per Order	= <> (not equal to) < <= > >= is empty isn't empty	Choose a value
Total Amount Spent	= <> (not equal to) < <= > >= is empty isn't empty	Choose a value
Last Ordered On	is isn't is after is before Today Tomorrow Tomorrow Onwards Yesterday Till Yesterday Last Month Current Month Next Month Last Week Current Week Next Week is empty is not empty Age in Days Age in Months Due in Days Due in Months	For some modifiers like is, isn't, you'd be choosing a date. For some like 'Tomorrow Onwards' you needn't choose anything. For modifiers like 'Due in Days' you need to choose a comparator like < or > and specify the number of days.

List based criteria

Field Name Criteria	Modifiers
List	• in • not in

Topic based criteria

Field Name Criteria	Modifiers
Topic	• in • not in

CRM Deals fields

Field Name Criteria	Modifiers
Deal name	• is • isn’t • contains • doesn’t contain • starts with • ends with • is empty • is not empty
Deal type
Deal stage
Deal owner
Lead Source
Deal amount	• = • <> (not equal to) • < • <= • > • >= • is empty • is not empty
Expected revenue
Closing probability
Total deal amount
Number of associated deals
Closing date	• is • isn’t • is after • is before • Today • Tomorrow • Tomorrow Onwards • Yesterday • Till Yesterday • Last Month • Current Month • Next Month • Last Week • Current Week • Next Week • is empty • is not empty • Age in Days • Age in Months • Due in Days • Due in Months

CRM Accounts fields

Field Name Criteria	Modifiers
Number of leads	• = • <> (not equal to) • < • <= • > • >= • is empty • is not empty
Annual revenue
Company size
Number of employees
Industry (Zoho CRM)	• is • isn’t • contains • doesn’t contain • starts with • ends with • is empty • is not empty
SIC Code
Website Address (Zoho CRM)
Account name (Zoho CRM)
Account owner
Account type
Rating

Segment Criteria - Online Help | Zoho Campaigns