Segments in All Contacts

• Audience Center Segmentation: Overview

  Segments are how you filter and group contacts in All Contacts. They’re used throughout Act-On to send targeted messages, trigger automation, and analyze results.Quick Reference (Advanced Users) - Click to Expand Query Segment: Built with filters like score, behavior, or CRM data. Auto-updates as data changes. Direct Select Segment: A fixed set of contacts you manually choose. System Segment...

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• Audience Center Segmentation: Create a New Segment

  There are several ways to organize and refine your contacts in All Contacts. Whether you want to group similar audiences, narrow your focus, or prepare contacts for a specific workflow, the options below help you segment your data in the way that works best for your needs.   Prefer video? Watch the walkthrough right here. (Sign in required)Quick Reference (Advanced Users) - Click to Expand New...

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• Audience Center Segmentation: Related Data

  When you build segments using CRM data or custom data, you are often working with related records. This means a single contact can have multiple rows of data, such as several opportunities, purchases, or activity records.This article explains how segmentation behaves in these scenarios, and how to structure your criteria so your results are accurate.How segmentation works with related dataWhen ...

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• Audience Center Segmentation: Add Custom Data for advanced segmentation

  Act-On tracks a wide range of contact behaviors such as form submissions, email engagement, website visits, and webinar attendance. Sometimes, though, you have additional data outside Act-On that would make your segmentation and reporting even more powerful.Act-On’s Custom Data integration lets you bring that related data into Audience Center to supplement your contact data. This can include be...

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• Audience Center Segmentation: Understanding date factors

  Act-On's segmentation has precise and flexible ways to work with dates. You can filter contacts by behavior or profile-based date fields, apply dynamic or fixed timeframes, and even create recurring segments that ignore the year.  These features make it easier to target audiences based on real-world timing - such as anniversaries, renewals, or upcoming events - without needing complex setup.Beh...

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• Audience Center Segmentation: Use Saved Groups to easily reuse sets of factors

  Save segment groups as reusable segment criteria to speed up segmentation and enforce consistency. Many teams use saved groups for deliverability checks or suppression rules.Create a Saved GroupFrom within the segment composer, add a group.  You can do this on a new, unsaved segment, or you can start with an existing segment that has a group of criteria you want to save.    The criteria must be...

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• Audience Center Segmentation: Create a Direct Select segment

  Direct Select segments are manually chosen, static groups of contacts in Audience Center. Use this type when you know exactly which contacts belong and want the membership to remain fixed, rather than update automatically based on changing data or behaviors.  Quick Reference (Advanced Users) – Click to Expand Create: Audience Center > ...

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• Audience Center Segmentation: How to Create A Segment of All Contacts

  In Audience Center, create segments—dynamic, always‑up‑to‑date groups of contacts filtered by profile, behavior, score, subscriptions, or CRM data—so every campaign reaches the right people. Segments automatically refresh as contact data changes. Start with simple filters, then add advanced tools like Groups, Subgroups, and Linked Rows for complex, CRM‑aware targeting. ...

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• Audience Center Segmentation: Exclude bot click & opens with True Open

  When evaluating engagement, it’s important to separate real contact activity from automated systems. When creating segments in Audience Center, you can filter your open and click data to ensure that your segments reflect true contact engagement.Act-On’s True Open uses AI to analyze behavioral patterns. It reviews email activity (opens and clicks) and scores each one based on the likelihood that...

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• Audience Center Segmentation: Find and Understand Segments

  Whether you're managing dozens or hundreds of segments, Audience Center gives you fast ways to find what you need and the tools to understand each segment’s structure, performance, and usage.Quick Reference (Advanced Users) - Click to Expand Search segments by name using the top-right bar Filter by Favorites, Recently Created, or Created By Me Hover over a segment to view its type, filters, and...

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• Audience Center Segmentation: Find Segment Details

  To better understand how your segments are structured and how they perform, you can review several types of information. The options below help you explore each segment’s details, activity, and overall performance so you can manage them more effectively.Quick Reference (Advanced Users) – Click to ExpandInfo Hover Card: Quickly see hierarchy, type, and definition.Contacts Tab: View the full list...

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• Audience Center Segmentation: Organize Segments in Folders

  Folders help you organize large collections of segments in Audience Center. Use them to group campaigns, audiences, or time-based efforts so you and your team can work more efficiently.Quick Reference (Advanced Users) - Click to Expand Create folders and subfolders to group segments Drag and drop segments or use the ⋯ More menu to move them Each segment can only live in one folder Deleting a fo...

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• Audience Center Segmentation: Create A/B Split Segments

  A/B Split Segments let you divide a group of contacts into randomized subgroups. This is useful for testing subject lines, comparing offers, or staggering sends to avoid email server overload.   Prefer video? Watch the walkthrough right here. (Sign in required)Quick Reference (Advanced Users) - Click to Expand Create up to 30 splits from a parent segment Choose even percentages or manual counts...

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• Audience Center Segmentation: Delete a Segment

  If you no longer need a segment, you can permanently delete it from your account. This is helpful for removing test segments, outdated campaigns, or duplicate audiences.Quick Reference (Advanced Users) - Click to Expand Only delete segments you’re confident are no longer needed You cannot delete system-generated segments (e.g. Opt-Outs, Hard Bounces) Deleted segments cannot be recovered Bulk de...

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