How to create and use a Segment?
Create a user Segment and use it in your orchestration to avoid targeting mistakes!
You can create dynamic User Segments to use the same targeting rules in as many orchestrations as you want! Let's go through the steps together ✨
1. Create a segment
Go to the Profiles > Segments page, where you will find the list of your current segments, and click on New segment.
Write a title for your segment and add the targeting rules of your choice, then click on Save segment ✅
💡 Tip: do not choose the same name for multiple segments to avoid any mistakes when selecting it.
2. Use your segment
Once your segment is created, you can use it in any type of campaign or orchestration. Click on the Use segment button to select your segment. You can add up to 10 segments.
Your automation is now almost ready to be sent!
3. Manage your segments
Use the page Profiles > Segments to manage your user segments. Create, delete, update and export them from the same page! Check the Estimated profiles of each segment and the number of orchestrations using it in real-time.
💡 Note that any modifications made to a segment from there will apply directly to the orchestrations using it. Also, you cannot delete a segment used in a running orchestration.
4. Export your segments
Download the list of profiles that match the conditions of your segment by clicking on the Export profile button next to your segment:
Once your export is processed, you will promptly receive an email containing the download link for your file!
The file will contain the following information:
Custom ID
Profile ID
Phone number (if available)
Email address (if available)
Learn more about the Segment feature on the Profile documentation.
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