You can easily create and define segments within your Act-On contact lists. Segments allow you to group and organize your contacts by a variety of factors, including profile information, behavior, lead score, subscription preferences, and more.
Build a new segment
You can create segments off of marketing lists, form submission lists, or webinar lists. To do this:
- Go to Contacts > Marketing Lists
Go to Contacts > Other Lists > Form Submissions or Webinar Lists
- Choose a list to segment and click the drop-down arrow to the right of the list name
- Click Create a Segment
This will open the Manage Segment page, where you can define your segment's name, the segmentation method, and select the criteria for segmenting your contacts.
Choose a segmentation method
To get started, enter a name for your new segment and select one of these segmentation methods:
- Direct Selection
Each method offers different options for finding and organizing contacts in your segment.
The Search method allows you to search for specific values across all of your list's contact data. Enter one or multiple text values and click View Sample to see your search results.
For example, you could search for:
- A contact's first name (e.g., 'Mary') – segment all contacts with the first name Mary
- A contact's last name (e.g., 'Marketer') – segment all contacts with the last name Marketer
- A company name (e.g., 'Act-On') – segment all contacts that work for the same company
- An email domain (e.g., '@act-on.com') – segment all contacts with the same email domain
Direct Selection Method
The Direct Selection method automatically provides a table of all contacts in your list, organized alphabetically by last name. You can directly select which contacts you want to add to a segment by checking the box next to their name.
Query segments are the most dynamic and robust segmentation method. With the query method, you can define and segment contacts with the following list data:
Create segments based on your contacts' profile information. You can segment by name, email, birthday, company, job title, department, city, date, and more.
You can segment your list based on your contacts' behavior data. This helps you identify and group contacts by their interactions with your marketing content. Segment contacts that were sent messages, opened messages, clicked messages, submitted forms, visited landing pages, and more. For additional information on segmenting by behavior, see Creating a List of Contacts with Specific Behaviors and Tracking Form Views in a List Segment.
Note: Shorter behavior time frames will load faster. We don't recommend querying "in all time" behavior data as this can cause segments to load slowly.
Create segments based on your contacts' lead scores. Segmenting by lead score can help you identify and group contacts by their funnel stage in the buyer's journey. To learn more about segmenting by lead score, see Creating a Query Segment Based on Lead Score.
You can segment based on a contact's creation date (i.e., when the contact record was created in a particular list) or when a contact record was last updated. For example, you can build a segment for new prospects that have recently joined your marketing list by selecting contact records created after a certain date.
Segment your list's contacts by their interactions with SMS messages. You can identify and group contacts that have a valid phone number, have opted-in or opted-out to SMS, or have a phone number specific to a certain locale (i.e., creating a segment that only shows phone numbers from the United States). For additional help with SMS segments, see How to Create List Segments with SMS Criteria.
Segment your list's contacts by related data from your CRM. This feature is available for all accounts with Account-Based Marketing (including an Enterprise license). Available objects and fields will vary depending on your CRM. For full instructions, see How to Create List Segments using CRM Data.
Define query criteria
When segmenting your contact lists with the query method, you'll also need to define query criteria. These rules will help Act-On find the correct contacts for your segment. To do this:
- Use the first drop-down to select the type of query you want to build
- See above for more information on each type
- Select a field name and an operator, then specify the value for your rule
- These will vary depending on the type of query you've selected
- Click the plus sign to add additional criteria that your contacts must meet
Combine multiple query expressions
You can define how multiple criteria interact to segment contacts. In the Combine expressions with drop-down, select:
- AND to require that contacts meet all criteria listed
- OR to require that contacts meet at least one of the criteria listed
- CUSTOM to define custom combinations of criteria
For more help with setting query logic, see Defining Logic for Query Segments.
Create custom criteria rules with boolean logic. Instead of only using AND or OR to combine your criteria in a segment, you can set custom boolean expressions to build variations of these expressions.
For example, the custom expression "1 AND (2 OR 3)" will require contacts to meet the criteria set by the first rule AND criteria set by the second OR third rule.
Save your new segment
Once you've finished creating your segment and setting segment criteria, click Save.
You can also save your segmentation queries as templates to reuse for future segments. To do this, click Query Templates to pull up a list of existing templates or to save your current query as a template.
Want to learn more about leveraging segments? Check out these additional resources:
- Creating an A/B Test Segment
- Creating a Birthday Segment for an Automated Program
- Creating a Query Segment Based on Lead Score
- Defining Logic for Query Segments
- How to Create List Segments using CRM Data
- How to Create List Segments with SMS Criteria
- Segmenting Lists using Advanced Social Media
- Tracking Form Views in a List Segment