Building a new smart segment

You can send broadcast messages to a subgroup (segment) of user profiles in your subscriber list. A smart segment is created from data stored in the profile fields. For more information, see Building a new broadcast.

• Create a new smart segment

• Clone a smart segment

• Delete a smart segment

Creating a new smart segment

To create a new smart segment:

1. From the Lists menu, select Smart Segments.

   

   

2. In the upper-right corner, select New Smart Segment.

   

3. On the new segment form, enter a descriptive name for the segment.

   The new segment will be a subgroup of profiles drawn from an existing list.

   

4. From the dropdown list, select an existing list and then select Add.

   The number of subscribers appears at the end of the row.

   Note: To remove a list, point to the list name and then select Delete at the end of the row.

   The new segment form expands to include the segmentation criteria, which you will use to build a subgroup of profiles from the list.

5. Select a profile field containing information about the user from the metadata dropdown list.

6. Select an operator defining the metadata from the dropdown list.

7. Enter the metadata value.

8. To continue adding segmentation criteria, select OR or AND:

   • Select OR to expand the list with an additional criteria that selected profiles may optionally match.

   • Select AND to narrow the list with an additional criteria that selected profiles must match.

   Note: To remove a segment, point to the segment and then select Delete at the end of the row.

9. To update the subscriber count, select Refresh in the lower-right corner.

10. When you are done, select Save Segment.

    The new segment is added to the Smart Segments table.

Cloning a smart segment

To create a new smart segment based on an existing smart segment:

1. From the Lists menu, select Smart Segments.

2. Locate the segment to clone in the Smart Segments table:

   • To search for the segment, enter all or part of the segment name in the Search box at the top of the table, and then select  Search .

   • To navigate a multipage Smart Segments table, use the pagination bar at the bottom of the table.

3. Select Clone at the end of the row.

   

   The clone copy contains the segmentation criteria for the original segment.

4. Enter a descriptive name for the new segment.

   You can apply the cloned smart segment to the selected list or apply it to another list.

5. To change the list:

   1. Select a new list from the dropdown list and select Add.

   2. To remove the original list, point to the list name and then select Delete at the end of the row.

6. Review the segmentation criteria, making changes if necessary:

7. To update the subscriber count, select Refresh in the lower-right corner.

8. When you are done, select Save Segment.

Deleting a smart segment

To delete a smart segment:

1. From the Lists menu, select Smart Segments.

2. Locate the segment to delete in the Smart Segments table:

   • To search for the segment, enter all or part of the segment name in the Search box at the top of the table, and then select  Search .

   • To navigate a multipage Smart Segments table, use the pagination bar at the bottom of the table.

3. Select Delete at the end of the row.

   

4. Select OK to confirm.