{"Status":true,"Message":"","Response":{"post":{"postuid":"lxpvj9ex98","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Create a Dynamic Segment","slug":"article/lxpvj9ex98-create-a-dynamic-segment-from-search","html":"\u003Ch3\u003ECreating a Dynamic Segment with contact search\u003C/h3\u003E\u003Cp\u003EThe easiest was to create a Dynamic Segment is to start in \u003Ca href=\u0022https://docs.dailystory.com/article/yvvbo4mh2e-getting-started-with-search\u0022\u003EContact Search\u003C/a\u003E. Click on the \u003Cb\u003EContacts\u003C/b\u003E button from your main dashboard or navigate to \u003Ccode\u003EContacts \u0026gt; Search Contacts\u003C/code\u003E from the main toolbar.\u003C/p\u003E\u003Col\u003E\u003Cli\u003ESearch using \u003Cu\u003Eany\u003C/u\u003E criteria including both standard contact fields as well as \u003Ca href=\u0022/article/vc2jmye64n-custom-contact-fields\u0022\u003Ecustom contact fields\u003C/a\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/2615ec3c31e1d3dba3ff064041bc495c.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EWith dynamic segments it is possible to build segments using multiple sets of criteria including records in other segments. For example, all contacts in segment A but not in segment B.\u003C/p\u003E\u003C/cite\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003EOnce you\u0026#39;ve selected your criteria, click on \u003Ccode\u003ESearch\u003C/code\u003E to return your results.\u003C/li\u003E\u003Cli\u003EFrom your results screen, scroll to the bottom of the page and you\u0026#39;ll find the\u0026#160;\u003Ccode\u003ECreate Segment\u003C/code\u003E\u0026#160;button be taken to the Create a Segment screen.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/e1ee09da784c8e47db5f6b90397050a5.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThe segment will automatically be set to Dynamic and the search results from your Contact\u0026#39;s search query will appear in the Segment\u0026#39;s search box.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/f3de7817ffe729dc5108d8ddf099d5bc.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EName and save the new Dynamic Segment. This dynamic segment will now automatically update every hour as results from your specified search criteria changes.\u003C/li\u003E\u003Cli\u003EAfter a \u003Ci\u003Enew\u003C/i\u003E dynamic segment is created and finishes building, you will receive an email notification alerting you to this fact. Please note: this only applies to \u003Cu\u003Enew\u003C/u\u003E dynamic segments, not updates to existing segments.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/1c80908ddda664f80d1bdd9e366fc230.jpg\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3\u003ECreating a Dynamic Segment from within a Contact Record\u003C/h3\u003E\u003Cp\u003EAnother simple way to create a Dynamic Segment is from within a \u003Ca href=\u0022/article/wz22r27fbi-contacts\u0022\u003EContact\u0026#39;s\u003C/a\u003E record. You can click on any field in blue to be taken to a list of all the contacts in your database matching that criteria. For example, if you click on the city Sparks, a list of all contacts with the city of Sparks would be returned. You can then click on the \u003Ccode\u003ECreate Segment\u003C/code\u003E button at the bottom of the page to create a new dynamic segment.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/24714fdf7c2fc801e07f10c6b32f2205.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/aeaf5a4f594b91206816522f2a13c83c.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3\u003ECreating a Dynamic Segment from a Template\u003C/h3\u003E\u003Cp\u003EAnother simple way to create a Dynamic Segment is from a template.\u003C/p\u003E\u003Col\u003E\u003Cli\u003ENavigate to the all segments page \u003Ccode\u003EContacts \u0026gt; Create Segments\u003C/code\u003E or by clicking on the \u003Cb\u003ESegments\u003C/b\u003E button from the main dashboard.\u003C/li\u003E\u003Cli\u003ESelect \u003Ccode\u003ETemplates\u003C/code\u003E\u003C/li\u003E\u003Cli\u003EClick on the link for the pre-built Dynamic Segment you would like to create.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/4ad3074da0f799a051af8fcfadd61d44.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EA name and description are pre-populated for you, but you are welcome to change it.\u003C/li\u003E\u003Cli\u003EClick \u003Ccode\u003ECreate Segment\u003C/code\u003E. Your new dynamic segment is ready to use in campaigns and will automatically update!\u003C/li\u003E\u003C/ol\u003E\u003Ch3\u003EEditing Dynamic Segment search\u003C/h3\u003E\u003Cp\u003ETo edit a Dynamic Segment\u0026#39;s search you can manually modify the search text or click the Edit Search button:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6c62ab45d8cf9b8656b3e82c65e3a1f5.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThis will open and pre-populate search with the specified search criteria:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/3e8846fd9513abf5a744a3e0da50a5e4.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EClicking the Save button will save any changes back to the dynamic segment.\u003C/p\u003E\u003Ch3\u003EExporting Segments\u003C/h3\u003E\u003Cp\u003EOnce built the underlying contact data in the segment is easily exported. When a export is requested if the size of the segment is small, the file may download immediately. Otherwise, an email will be sent with a download link for the export file.\u003C/p\u003E\u003Ch4\u003EExporting from the segment list\u003C/h4\u003E\u003Cp\u003EClick on the 3-dots menu from the list and choose export:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/b9aabfdbec4829c9b1c92c39ef44e8ee.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4\u003EExporting from the segment dashboard\u003C/h4\u003E\u003Cp\u003EWhen viewing a segment use the Export button from the segment\u0026#39;s dashboard:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/311b829d00a6ca79242f246915165198.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4\u003EExporting from the segment\u0026#39;s members list\u003C/h4\u003E\u003Cp\u003EWhen viewing the list of members in a segment, scroll to the bottom to find the export button:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/767af2ee710f039afad2eb16113712b3.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3\u003ECreating a Dynamic Segment manually\u003C/h3\u003E\u003Col\u003E\u003Cli\u003ETo manually create a dynamic segment, create a new segment. Once you name your segment, scroll down to\u0026#160;\u003Ccode\u003EConfigure the type of segment\u003C/code\u003E\u0026#160;and select Dynamic Segment.\u003C/li\u003E\u003Cli\u003ENext, enter the search criteria or the segment. The Dynamic Search criteria follows the same format as Contact search and starts with\u0026#160;\u003Ccode\u003Es=\u003C/code\u003E. For example, to find everyone with the domain\u0026#160;\u003Ccode\u003Eexample.com\u003C/code\u003E\u0026#160;the search criteria is:\u0026#160;\u003Ccode\u003Es=example.com\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EIt is much easier and recommended to create a Dynamic Segment from search.\u003C/p\u003E\u003C/cite\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EIf a segment has not been used in 90 days it will be removed from your Active segments page and placed in the Archived segment list. If a segment has been disabled, it will be placed in the Paused segment list. To access Archived, Paused or Deleted segments, use the Segment Menu to the left of the word Segments.\u003C/p\u003E\u003C/cite\u003E","publish_status":0,"post_type":"Article","author":{},"featured_image_updating":false,"meta_description":"Creating a Dynamic Segment with contact search The easiest was to create a Dynamic Segment is to start in Contact Search . Click on the Contacts button from your main dashboard or navigate to Contacts \u0026gt; Search Contacts from the main toolbar. Search using any criteria including both standard contact fields as well as custom contact fields . With dynamic segments it is possible to build segments using multiple sets of criteria including records in other segments. For example, all contacts i ...","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":8,"total_views":973,"date_published":"2025-02-23T15:32:11","date_updated":"2026-03-20T19:02:07.11","date_created":"2025-04-23T17:17:08.457"}}}