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Table of Contents
- All Categories
- Work with Contacts
- Creating Contact Lists
- Create a Dynamic Segment
Create a Dynamic Segment
Updated by Rob Howard
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 > Search Contacts
from the main toolbar.
- Search using any criteria including both standard contact fields as well as custom contact fields.
- Once you've selected your criteria, click on
Search
to return your results. - From your results screen, scroll to the bottom of the page and you'll find the
Create Segment
button be taken to the Create a Segment screen.
The segment will automatically be set to Dynamic and the search results from your Contact's search query will appear in the Segment's search box.
- Name and save the new Dynamic Segment. This dynamic segment will now automatically update every hour as results from your specified search criteria changes.
Creating a Dynamic Segment from within a Contact Record
Another simple way to create a Dynamic Segment is from within a Contact's 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 Create Segment
button at the bottom of the page to create a new dynamic segment.
Creating a Dynamic Segment from a Template
Another simple way to create a Dynamic Segment is from a template.
- Navigate to the all segments page
Contacts > Segments
or by clicking on the Segments button from the main dashboard. - Click the hamburger menu for more options and select
Templates
- Click on the link for the pre-built Dynamic Segment you'd like to create.
- A name and descripton are pre-populated for you, but you are welcome to change it.
- Click
Create Segment
. Your new dynamic segment is read to use in campaigns and will automatically update!
Editing Dynamic Segment search
To edit a Dynamic Segment's search you can manually modify the search text or click the Edit Search button:
This will open and pre-populate search with the specified search criteria:
Clicking the Save button will save any changes back to the dynamic segment.
Exporting Segments
Once 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.
Exporting from the segment list
Click on the 3-dots menu from the list and choose export:
Exporting from the segment dashboard
When viewing a segment use the Export button from the segment's dashboard:
Exporting from the segment's members list
When viewing the list of members in a segment, scroll to the bottom to find the export button:
Creating a Dynamic Segment manually
- To manually create a dynamic segment, create a new segment. Once you name your segment, scroll down to
Configure the type of segment
and select Dynamic Segment. - Next, enter the search criteria or the segment. The Dynamic Search criteria follows the same format as Contact search and starts with
s=
. For example, to find everyone with the domainexample.com
the search criteria is:s=example.com
.