Segmenting Contacts

You can use contact details and campaign/form information to filter contacts into segments — saved filters you can revisit at any time. You can choose a single filter or combine multiple filters using AND/OR logic.

How to segment contacts

1. Go to Contacts
2. Click the Active contacts (Status) dropdown at the top of the list
3. Under Segments (Saved filters), click New
4. Name your segment and click Save

You’ll be taken to the segment’s own page with a Segment filter builder.

5. Click the Filter by dropdown and choose a filter category
6. Set the operator and value using the dropdowns that appear next to it
7. Click + or underneath a rule to add another condition to the same group (matches if any condition in the group is true)
8. Click + and at the bottom of the filter to add a new rule group (a contact must match every group to be included)
9. Click Refresh to apply your filter and see matching contacts in the list below

You can rename or delete the segment at any time using the Rename segment / Delete segment buttons at the top of the page. You can also build a filter first — without saving it as a segment — using Advanced in the same Status dropdown, then click Save filter as segment once you’re happy with it.

Below, we’ll go over the different filters you can use.

Available filters

Filters	Description
Contact fields	Filter by the contact’s own fields (name, address, etc).
Contact Group	Filter by any of your existing Lists (still called “groups” internally).
Contact Unsubscribed	Filter by contacts who’ve unsubscribed from your mailings.
Contact Source	Filter by the source contacts used to subscribe to your list.
Contact Sign Up Date	Filter by the date contacts subscribed or were uploaded.
Campaigns	Filter by campaigns sent to contacts.
Contact Statistics	Filter by email performance statistics, such as Opens, Clicks, Open Rate, Click Rate, and Emails Sent.
Form Question Answers	Choose a survey/form and filter by questions.
Form Completion	Choose a survey/form and filter by completed or not completed.
Form Response Date	Choose a survey/form and filter by a date range.
Form Response Country	Choose a survey/form and filter by any country.
Calculator formula results	Filter by the result of a calculator-type form’s formula.

Contact fields

Create a segment based on the contact’s own data fields.

Parameters	Operators	Action
- First Name - Last Name - Email - Company - Address Line 1 - Address Line 2 - City/Town - State/Province - Zip/Post Code - Country - Phone number - Language - Net Promoter Score	- equals - contains - starts with - ends with	Insert search text.

Contact Group

Segment contacts based on the Lists they are/aren’t a part of.

Operators	Action
- in - not in - in all - not in any	Choose a list from the list.

Contact Unsubscribed

Easily identify who has unsubscribed from your list.

Parameters	Operators
Unsubscribed	- Is - Is not

Contact Source

Segment contacts based on how they were sourced. This allows you to identify which source produces the contacts who have the highest engagement rates.

Parameters	Operators
- Added manually - Imported - API - Webform	- Is - Is not

Contact Sign Up Date

Create a segment based on the date contacts were added to your list.

Operators	Action
- Equals (=) - More than (>) - Less than (<) - More than or equal to (>=) - Less than or equal to (<=)	Input a date.

Campaigns

Segment contacts based on whether they were sent a specific campaign, whether they opened that campaign and whether they clicked a link. Using the AND/OR logic, you can identify contacts who were sent or engaged with a number of different campaigns.

Operator	Action
- Was sent - Was not sent - Responded to survey - Did not respond to survey - Was opened - Was not opened - Was clicked - Was not clicked	Select a campaign from the list.

Contact Statistics

Create segments based on the average engagement rates and received campaigns of your campaigns. This filter allows you to easily identify your most and least loyal contacts.

Parameter	Operator	Action
- Emails opened - Emails clicked - Open rate - Click rate - Emails sent	- Equals (=) - More than (>) - Less than (<) - More than or equal to (>=) - Less than or equal to (<=)	Input a numerical variable.

Form Question Answers

Use questions from a survey or form to segment your contacts.

Options	Action
Any survey, quiz, or form	Select a question from the list.

Form Completion

Segment contacts based on whether they have completed one or more of your surveys/forms.

Options	Operators
Any survey, quiz, or form	Completed Not completed

Form Response Date

Segment contacts based on the date of survey/form responses.

Options	Action
Any survey, quiz, or form	Input a date range (start date and end date)

Form Response Country

Use the country of survey/form respondents to create segments.

Options	Action
Any survey, quiz, or form	Select a country from the list.