How To Segment Contacts With Contact List Builder

Learn how to segment contacts with the contact list builder in our quick guide. Create and edit specialized contact lists with ease.

You can view the detailed instructions on how to segment your contacts into custom contact lists based on special rules.

Please follow this guide for segmenting your contact list. The primary purpose of segmentation is to categorize your contacts into distinct contact lists according to specific segmentation rules.

1. To create a new contact segmentation, go to List Management > Contact List Builder section. Click the “Add New Task” button.
   
2. In the pop-up window, enter the task name.
   
3. A new row will be shown below. To configure the segmentation rules, click the “Edit” button.
   
4. The system will redirect you to the segmentation setup page, where you can set up “Segments Rules”.
   

The segmentation setup page contains the following fields: 

• Select Source List: Select a source contact list or leave it blank to apply to all contacts.
• Select Target List: Select a target contact list, which is a list where you want these segmented contacts to be added.
• Segment Definition: This is where you define segment rules based on different criteria. The default grouping is based on an “AND” condition; you also have the choice to select grouping by “OR”.

To add a new “Segment Definition”, click the "Plus" button. The system will open the “Segment Definition” pop-up window.

There are optional fields to add another set of grouping by either “AND” or “OR” condition (1) & (2).

You can select from one of the 3 columns: “Contact Fields Filtrations”, “System Fields Filtration”, or “Behaviour Segmentation”.

Here is an example:
Let’s say you want to segment “All Contacts” to filter by the following rules:

• Gender ‘Male’ AND
• Email contains ‘gmail.com’ AND
• Country ‘US’

To perform this action, follow these steps:

1. Click the "Plus" button and select ‘Gender’, and a drop-down like below will show up. Select ‘Male’;
2. Click the "Plus" button and select ‘Email,’ and a drop-down like below will show up. Select ‘Contains’ and then type ‘gmail.com’;
3. Click the "Plus" button and select ‘Country’, and a drop-down like below will show up. Select ‘Equals’ and then type ‘US’.

You could also click the “Plus” button and click the “Grouping By OR” button if you want to add a rule with the “OR” condition. Then, you can follow the same steps as above. This feature offers great flexibility, allowing you to control how you segment your contact data.

Automation: Check the box if you would like the process of segmenting your contacts to be automated, meaning it automatically checks for any new contacts from the “Source List” and then filters them by specified criteria.

Click the “Save” button to finish.

Click the “Save and Start” button to save your segment settings and start the process.

You can see your progress bar if you click back on the “Contact List Builder” main page.