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Add Custom Data for Contact 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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Segments in All Contacts: 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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Create a New Segment in All Contacts
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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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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Organize Audience Center 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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Create A/B Split Segments in All Contacts
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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Act-On AI Audience Insights: Helping you create relevant segments
Combine clusters of contacts that are similar in some ways by analyzing contact behaviors & profile data using a machine learning model with Act-On's AI Audience Insights feature. How Does It Work? The model analyzes standard profile features such as job title, industry, state, and country. It also analyzes over 40 behavioral data points, such as the # of emails opened, # of forms submitted, #...
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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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Creating a Segment of Act-On Contacts with Specific Behaviors
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 U...
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