By applying a filter, segmentation can be added to an entire group of contacts at once or from any analytic results, such as contacts that haven't opened a particular message or contacts that entered a Conductor conversation on specific day. 

  • NOTE: Adding segmentation overwrites any previous values contained in those segmentation fields. This cannot be undone and previous data is not stored in Listrak.

You can create a segment field anywhere you can access a list of contacts, including: 

  • Subscribed Contact List 
  • Any list-specific analytics report 

Follow the below steps to add segmentation to an existing field or to create and add to a new field. 

ADDING DATA TO AN EXISTING SEGMENTATION FIELD

1. Click the people icon to Create a Segment.

2. Select the Segmentation Field Group from the drop-down menu.
3. Select the Field Name from the drop-down menu.
4. Enter a Value.
5. Click Save.

The segment is processing and the status can be viewed at any time in the Progress Monitor.

6. Click Close.

ADDING A NEW SEGMENTATION FIELD IN AN EXISTING SEGMENTATION GROUP

1. Click the people icon to Create a Segment.

2. Select the Field Group from the drop-down menu.
3. Select <Add New Attribute> from the drop-down menu.
4. Select Check Box from the second drop-down menu.
5. Enter a name for the field. 

6. Click Add.
7. Check the Value.
8. Click Save.

The segment is processing and the status can be viewed at any time in the Progress Monitor.

ADDING TO A NEW SEGMENTATION FIELD IN AN NEW SEGMENTATION GROUP

1. Click the people icon to Create a Segment.

2. Select <Add Field Group> from the drop-down menu.
3. Enter a name for the field group.
4. Click Add.

5. Select <Add New Attribute> from the drop-down menu.
6. Select Check Box from the second drop-down menu.
7. Enter a name for the field. 

8. Click Add.
9. Check the Value.
10. Click Save.

The segment is processing and the status can be viewed at any time in the Progress Monitor.

After you've set up your segments, click here to learn more about applying them to messages.

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