You can segment your audience or contacts with multiple lists, tags, and/or dynamic segments. Having segments of the contacts are very useful to categorize audiences for better-targeted email campaigns. In this article, we will take a deeper look into the segmentation of contacts with CRM. You can access the segment settings by hovering over the contacts tab and clicking on the segments.

Lists #

List are the categories of your contacts. You can add lists and assign any contacts to your list for better segmentation. You can also create multiple lists based on your use cases. To add a list click on the “Create List” button located on the near top right corner.

A popup will appear where you need to give the list a name and the list slug will be added automatically based on the list name. Click confirm and the list will be created instantly.

Tags #

Tags are used to classify your CRM audience in a more meaningful way. Tags are like Lists but more ways to filter your contacts inside a list. A list can have multiple tags, also multiple tags can be assigned to a particular contact. To create a tag click into the “Create Tag” button and a pop will appear where you will need to give a name of your Tag.

Dynamic Segments #

CRM audience has a lot of data about the contacts, for example when their signup date, how they are added where they are from, their signup source, and how they are interacting with your emails. Create dynamic segments using this data and send targeted marketing campaigns. Dynamic Segments is very handy to filter and divide similar contacts for a meaningful purpose.

To create Dynamic Segments hover over Contacts and select Segments, Now from the left sidebar choose Dynamic Segments and click into “Create Custom Segment”

Give a descriptive title to the Custom Segment. It is shown on internal pages only. Now you’ll need to set conditions to filter contacts based on the information available to your audience. You can use the advanced filter feature to segment the contacts.

Filter By Email Activities #

Filter By Email Activities is the last step when creating Dynamic Segments. You can filter your segment based on email activities. There are two possibilities available here. Using the Last Email Open, the email activities will be filtered that were opened before the assigned number of days. You can also keep it blank to disable the filter. In the Last Email Link Clicked option, the emails will be filtered according to the number of days when the last email link was clicked.

As in this example, we created segments from the new subscribers from the USA that were added within 30 days, we will avoid the Last Email Link Clicked filter. Based on your segment type you can enable or disable the “Filter By Email Activities” feature.

Then carefully check whether the conditions match or not. You can choose to filter by both activities(Match Both Open and Click Condition), where the conditions will match when the last emails are opened & also clicked. Otherwise, select the Match Any One Condition option.

Finally click into the “Create Custom Segment” and save the form.