Beta Segment Functionality

• BETA: Segmenting on 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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• BETA: Understanding date factors in Segmentation 2.0

  Segmentation 2.0 introduces more 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 now even create recurring segments that ignore the year. These improvements make it easier to target audiences based on real-world timing - such as anniversaries, renewals, or upcoming events -without needing comp...

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• BETA: Create Segment 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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• BETA: 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. Beta: This article covers the beta version of segmentation in Audience Center. To request access, sign up here. Quick Refer...

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• BETA: 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.Beta: Th...

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• Exclude bot click & opens from segmentation with True Open

  When evaluating engagement, it’s important to separate real contact activity from automated systems. With Segmentation 2.0, 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 it was generated by...

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