Segments in Marketing Lists

• How to Create and Manage Segments Across Your Lists

  Segments help you group contacts by shared characteristics or behavior so you can target messages, build automation, and report on specific audiences. This article explains how segmentation works in Act-On, the methods you can use, and the steps to build your own segments from any list. Quick Reference (Advanced Users) Go to All Contacts or any list and select Create segment or Create subsegme...

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• Behavior Segments vs. Behavior Lists: What’s the Difference?

  Act-On lets you use your contacts’ engagement such as email clicks, form submissions, and webinar attendance to build two different types of audiences: behavior segments and behavior lists. Both use the same behavioral data but work in very different ways. Understanding these differences helps you choose the right tool for targeting, reporting, and downstream automation. Quick Reference (Advanc...

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• Creating a Segment

  Segments let you group contacts based on profile data, engagement, scores, CRM information, SMS status, and more. They update automatically as your data changes, so you can reuse them for targeting, suppression, and automation across campaigns. This article shows you how to create a segment from a list and explains the different query options available. Quick Reference (Advanced Users) Start f...

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• Defining Logic for Query Segments

  Query segments let you define precise rules that decide which contacts are included in a segment. By combining fields, behaviors, and other criteria with clear logic, you can build dynamic audiences that update automatically as contacts match or no longer match your rules. Quick Reference (Advanced Users) Create a new segment, then set Method to Query. Use the Match option for each group to ch...

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• Using Query Templates for Segmentation

  Query Templates allow you to save your query logic so you can reuse it when creating new segments. This helps you build consistent audiences across campaigns without recreating the same set of rules each time. Quick Reference (Advanced Users) Create your segment using the Query method. Open Query Templates in the upper right. Select Save to store your query as a template. When creating a new s...

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• Can I bulk upload new contacts to a Marketing List segment?

  New contacts can't be uploaded directly into a Marketing List segment — segments only pull in contacts that already match their query criteria. If you need to get new contacts into a segment, the trick is appending them to the parent list and making sure they qualify for the segment's query. All Contacts is now the central place to manage & organize your contacts and segments in Act-On. This ar...

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• Using Custom Touch Points for Segmentation

  Custom Touch Points let you bring offline or external marketing activities into Act-On so you can segment contacts based on behaviors that occur outside the platform. For example, you can upload a list of trade show attendees and create a segment for follow-up outreach. Use the steps below to upload your data and build segments using these behaviors. If the Custom Touch Points feature is not en...

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• Creating Segments Based on Dates

  You can create segments that filter contacts based on dates in your lists or segments. Date criteria help you target contacts by when they were added, updated, or when a specific date field matches a range such as “before,” “after,” or “within the past X days.” Quick Reference (Advanced Users) Open any list or segment and select Create segment or Create subsegment. Choose the Query method. Sel...

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• Creating a Query Segment Based on Lead Score

  Create segments of your contacts based on the scores you define with Act-On Scoring Rules. Lead score segments help you quickly find your most engaged contacts for high-value outreach, or low-scoring contacts who may need a nurture campaign. Quick Reference (Advanced Users) Open a list or segment and select Create segment or Create subsegment. Set Method to Query. To use Overall Behavior Score...

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• How to Create List Segments using CRM Data

  Create list segments using CRM data for your Leads and Contacts. CRM Segmentation lets you filter by Campaign membership, Opportunities, Owners, Accounts, and other related CRM objects, so you can build dynamic, targeted segments instead of static lists.Use these segments to power more relevant campaigns, monitor sales pipelines, or trigger Automated Programs based on CRM-defined criteria. Quic...

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• How to Segment Contacts Based on Form Views

  You can build segments that show which contacts viewed a form, even if they did not submit it. This helps you track form interest, measure abandonment, and follow up with contacts who may still be evaluating your offer. Quick Reference (Advanced Users) To segment form views, use the Behavior criteria in a Query segment. Use Visited Landing Pages if your form is hosted on an Act-On Landing Page...

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• Creating an A/B Split Segment with Marketing Lists

  A/B Split Segments let you divide a list into smaller groups so you can test message variations before sending to your full audience. Use split segments to experiment with subject lines, design changes, or different calls to action. Quick Reference (Advanced Users) Start from the list you want to test. Create Split Segments and define the number of contacts per group. Send different message ve...

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• Create and Segment Test Lists

  A Test List is a simple way to control who receives internal test messages. Use it to share drafts with colleagues, verify personalization, check formatting, and confirm message behavior before sending to your full audience. Quick Reference (Advanced Users) Open your Test List from Other Lists. Select Edit All to add or remove internal recipients. Create a Test Segment with Direct Selection wh...

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• Creating a Marketing List of Contacts with Specific Behaviors

  Use this method to build a one-time list of contacts based on how they've engaged with your marketing - for example, everyone who clicked at least five emails in the past 14 days, or everyone who viewed a Form twice but never submitted it.Why this matters: Behavior-based lists let you target contacts by what they've actually done, not just who they are, so you can follow up with the right messa...

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