Create segment

You can separate leads using basic details such as first name, last name, company name, state, country and other custom information and campaigns can be sent out to a particular set of leads no matter how huge your list may be.

To create a segment for a list:

1. From the Navigation toolbar, choose Leads and select Manage lists.
   
2. Click on the mailing list for which you wish to create segment.
   
3. Choose Segments subtab at the top and click Segment from the dropdown.
   
4. Click the top-right Add icon and select Segment from the dropdown.
   
5. In segment creation page, do the following:
   
   • Name - Give a name to your segment. (This is for your reference to identify and relate to the criteria).
     
   • Criteria - This would be the basis to segregate the leads within the mailing list.
     
   • Click Save.
     

You can also create a segment based on consent statuses such as awaiting, unresponsive, expressed, and expired.

Note:

Edit segment

To edit a segment:

1. From the Navigation toolbar, choose Leads and select Manage Lists.
   
2. Click on the Mailing List, you wish to edit segment.
   
3. Under Segments, you can find the list of segments associated to the list. >
   
4. Click the More icon and then click Edit.
   
5. Make necessary changes.
   
6. Click Save.
   

Delete segment

To delete a segment:

1. From the Navigation toolbar, choose Leads and select Manage Lists.
   
2. Click on the mailing list whose segment you want to delete.
   
3. Under Segments, you can find the list of segments associated to the list.
   
4. Click the More icon and then click Delete segment.
   
5. Click Go Ahead.
   

   
   

Delete leads

To delete leads from a segment:

1. From the Navigation toolbar, choose Leads and select Manage Lists.
   
2. Click on the Mailing List, you wish to select segment.
   
3. Under Segments, you can find the list of segments associated to the list.
   
4. Click the More icon and then click Delete Leads.
   
5. Click Go Ahead.
   

   
   

Clear segment

To clear leads from a segment:

1. From the Navigation toolbar, choose Leads and select Manage Lists.
   
2. Click on the mailing list whose segment you want to select.
   
3. Under Segments, you can find the list of segments associated to the list.
   
4. Click the More icon and then click Clear list.
   
5. Click Go Ahead.
   

   
   

Mass update for a segment

You can update a specific field for multiple leads in simple and quick way. To mass update leads of a segment:

Export leads from a segment

You can export the leads of a segment to create a backup data. You can choose the fields, file format that you want to export.

To export leads from a segment:

1. From the Navigation toolbar, choose Leads and select Manage lists.
   
2. Click on the mailing list whose leads you want to export.
   
3. Under Segments, you can find the list of segments associated to the list.
   
4. Click the More icon and then click Export.
   
5. A pop-up will appear where you need to fill the following information:
   
   • Filter by date – Select date and time and choose if you want to export all leads or based on added/updated time.
     
   • File name – Give a suitable name and choose the file format you wish to use.
     
6. Click Export.
   

   
   

Bulk Segments

Bulk segmentation is an advanced segmentation method where you can segregate your leads based on a specific field to create multiple segments.

For example, if you want to create segments based on country, it is a tedious task to create segments for every possible country present in your account. This is where bulk segments come into picture where you can create segments for every country present in your account in a single step.

Creating bulk segments

1. From the Navigation toolbar, choose Leads and select Manage lists.
   
2. Click on the mailing list, you wish to create bulk segments.
   
3. Choose Segments and click Bulk segments.
   
4. Click the top-right Add icon and select Bulk segment from the dropdown.
   
5. In segment creation page, do the following:
   
   • Name - Give a name to your segment. (This is for your reference to identify and relate to the criteria).
     
   • Segment based on field - This would be the basis to segregate the leads based on specific field.
     
6. Click Save.