Segment Criteria - Online Help | Zoho Campaigns

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 CriteriaModifiers
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

 

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

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 CriteriaModifiers
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 CriteriaModifiers
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

  1. is
  2. isn't
  3. is after
  4. is before
  5. today
  6. yesterday
  7. till yesterday
  8. last month
  9. current month
  10. last week
  11. current week
  12. between
  13. not between
  14. age in days
  15. age in months

 Mention the date and time.

 Specific Campaign

 Choose any one of the sent    campaigns.

  1. is received
  2. is not received
  3. is opened
  4. is not opened
  5. is clicked any link
  6. is not clicked any link
  7. is clicked a specific link
  8. is replied
  9. is not replied

 Any Campaign
  1. Sent
  2. Not Sent 
  3. Opened 
  4. Not opened 
  5. Clicked any link
  6. Not Clicked any link
  7. Replied
  8. Not replied
  1. Till Today
  2. Today
  3. Yesterday
  4. Current Week
  5. Last Week
  6. Last 7 Days
  7. Last 60 Days
  8. Last 90 Days
  9. Last 180 Days
  10. Last Month
  11. Last 3 Months
  12. Last 6 Months
  13. Last 7 Months
  14. 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 CriteriaModifiers
List• in
• not in

Topic based criteria

Field Name CriteriaModifiers
Topic• in
• not in

CRM Deals fields

Field Name CriteriaModifiers
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 CriteriaModifiers
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



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 CRM Training
            Redefine the way you work
            with Zoho Workplace

              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 CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            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.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • Contact management in new Zoho CRM integration model

                                                                                                                              In the new CRM integration model, we can create one sync for each module, and import all the contacts of that module. This reduces the hassles of creating multiple syncs, and also ensures the data in Zoho CRM and Zoho Campaigns is in complete sync ...
                                                                                                                            • Contact Management FAQ

                                                                                                                              Introduction to contact management 1. How many contacts can you add at one time using the Add Multiple Contacts option? You can add 20 contacts at a time. If you want to add more than 20 contacts at a time, we suggest importing them. You can do this ...
                                                                                                                            • Segments

                                                                                                                              Segmentation is one of the most widely used techniques to target your prospects and customers in the marketing arena. In the Segments section present under the Contacts module in Zoho Campaigns, you can create segments to categorize your contacts and ...
                                                                                                                            • List management and how it affects email deliverability

                                                                                                                              In this document, you'll learn everything about email list management and its importance in email deliverability. What is email list management Maintaining a clean and healthy email list is crucial for the success of any marketing business. Most ...
                                                                                                                            • How to view contacts associated with a topic?

                                                                                                                              Topics is a feature that helps you organize your contacts according to their preferences, so you can send them email campaigns relevant to their interests. You can associate your contacts with topics, and persuade new contacts to select their ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources