Create a New Segment – Act-On Contacts

  • Updated

You can create a new segment to further categorize your contacts on the All Contacts page. There are four ways to get started. Read on to learn about each of these options.

 A video that covers Segmentation with Act-On Contacts is right here! (to view it sign in to Act-On)

 

Ways to Create a Segment

New Segment

Create a new segment that will pull from all of your Act-On Contacts.

  1. Go to Contacts > All Contacts.
  2. At the top of the screen, click New Segment.
  3. In Manage Segment, define the segment criteria and click Save.

Create Subsegment

This will make a segment will be limited to contacts that are already contained in the parent segment:

  1. Hover over any existing segment in All Contacts.
  2. Click More   
  3. Select Create subsegment.
  4. Define the segment criteria and click Save.

Create a Segment when you Import Contacts

When you import a CSV or Marketing List to Act-On Contacts, you can create a direct-select segment that includes all contacts at the same time.

Learn more about importing here.

Duplicate a Segment

To make a copy of an existing segment:

  1. Hover over any existing segment in All Contacts.
  2. Click More   
  3. Select Duplicate from the drop-down menu.
  4. In Save as, enter a name for your duplicate segment.
  5. Select a Location.
    • All Segments is the default location, but you can also move it into any of your folders
  6. Click  + add tag to add a tag to your duplicate.
  7. Click Duplicate.
  8. Edit your duplicate's segment criteria if needed.

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