Creating a Segment of Act-On Contacts with Specific Behaviors

  • Updated

Use behavior criteria to create segments of contacts who have interacted with your Act-On marketing in specific ways. This can include email activity, page visits, form views, form submissions, webinar interactions, and Custom Touch Points. For example, you can create a segment of contacts in your All Contacts who have clicked at least five emails in the past 14 days.

Quick Reference (Advanced Users) - Click to Expand
  • Create a new segment and choose the Query method.
  • Select Behavior from the criteria menu.
  • Choose a behavior type (opened an email, viewed a form, attended a webinar, etc.).
  • Apply a timeline such as last 7 days, last 30 days, or any time.
  • Use frequency options (None, At Least, At Most, etc.) to refine the audience.
  • Save the segment and confirm that the results match your expectations.
Try it like this: Create a segment of contacts who viewed your pricing page at least once and clicked a link in any email within the last 30 days.

Create a Segment Using Behavior Criteria

  1. Create a new segment or sub-segment.
  2. Select Query from the Method dropdown, then choose Behavior from the list of criteria:

    Creating a Segment of Act-On Contacts with Specific Behaviors 01.png
  3. Choose the timeframe during which the behaviors occurred. You can select a number of days, specific months, or all historical occurrences.
  4. Select the behavior you want to segment on.
  5. Set the frequency options to define how many times the behavior must have occurred.

Behavior Frequency Options

Use these options to narrow or broaden your audience:

  • None - include contacts who did not perform the behavior.
  • At Least This Many - include contacts who performed the behavior N times or more.
  • At Most This Many - include contacts who performed the behavior N times or fewer.
  • Each of These Specific Ones - include contacts who performed the behavior with all selected items.
  • Some of These - include contacts who performed the behavior with one or more selected items.
  • None of These - include contacts who did not perform the behavior with any selected items.
  • All of These - include contacts who performed all behaviors across the selected items.

Examples

You can combine behavior rules in many ways. For example:

  • Contacts who viewed a form at least twice but never submitted it.
  • Contacts who were sent a message and opened it but did not click any links.
  • Contacts who downloaded media files in the last month.
  • Contacts who attended a webinar but did not register for the next event.

Segmenting by Behavior Score

You can also create segments based on a contact’s overall behavior score.

  1. When adding criteria, select Score and choose Overall Behavior Score.
  2. Select whether the score should be At Least or At Most a specific number.
    • This option is available only if an Overall Behavior Score field has been set up in Data Management. If connected to a CRM, see instructions here. Otherwise, review this article.
  3. Select Create.

Any contact in All Contacts who meets your specified behavior or behavior score within the chosen time period will appear in your new segment. Review the segment results to confirm they match your intended criteria.

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