Segments are a powerful way of filtering your contacts list. A segment definition is simply a list of criteria that determine whether or not a contact will be a member of that segment.
Here are the steps:
- Go to Contacts / Segments / Create new.
- Give your segment a name and then click 'Save Segment'.
- On the Segments list page, choose 'Set criteria' from the 'Choose action...' drop-down menu (for the segment you created).
- On the Segment Criteria page, choose 'Add a criterion' from the 'I want to...' drop-down menu.
- Select the appropriate 'Match Type' and complete all other conditions as necessary. (Note: Checking the 'All contacts must match' option excludes contacts who do not match the criterion even if they match the other criteria in the segment.)
-
Click the 'Add Criterion' button (and you may then proceed adding another criterion).
There are two ways to filter your Contacts list page to show only those that fall under a specific segment that you created:
-
When on the Contacts list page, choose 'In segment' from the 'Filter' drop-down menu. Then choose the name of the segment from the '[Please choose]' drop-down menu that will appear beside it.
-
When on the Segments list page, choose 'Apply' from the 'Choose action...' drop-down menu.