Contacts (CRM)
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      Filtering Contacts - Main View

      What is a Segment?

      A segment allows you to generate a customized list of your contacts based on specific criteria.

      When should I use a Segment?

      The following are some examples of how filters can be used to help refine your search.

      • Sending a blast 
      • Exporting Lists
      • Segmentation
      • Dynamic Content
      • Creating Customer Groups
      • Automations
      • Reports
      • Customer Inclusions/Exclusions
      • Contacts Main View

      How do I set up a Segment in the Contacts Main View?

      1. From your Dashboard, click on the ‘Contacts’ module in the list on the left-hand side of the portal and then click the ‘Filter’ icon in the upper right-hand corner.

      2. To create a new filter, after selecting the Segment icon, click on the ‘ADD’ button.

      Existing segments will appear in this list where you can click on them and select to edit or delete them.

      • 3. A window will pop up and this is where you can set the filter rules.

        You can name the filter in the empty field at the top.
      • There are two distinct sections:
        •  Match ALL of these rules - This means ALL contacts must meet ALL the rules in this section.
        • Match ANY of these rules - This means that contacts could meet ANY / EITHER of these rules.

      4. When you click on the ‘Create a new rule’, it will bring up a drop-down list where you can choose the field(s) your filter will search by. You can scroll down the list and choose or simply type in the field you are interested in selecting.

      • The field that is chosen in this first blank will determine your second and third options.
      • The middle field contains a drop-down list of modifiers to be used with the first field.
      • The last field is where you can enter the specific details of your filter ruleset.
      • Depending on your goal will determine how a filter needs to be set up.

      5. Click Save & Close or Save.

      Active Filter

      If you have a currently Active Filter, it will display a green dot above the filter icon

      You can adjust how many rows of results to display and how many pages there are.

      If you hover over the page counter, it will display the total number of contacts that meet the requirements of the filter!