{"id":5840,"date":"2021-12-13T10:25:44","date_gmt":"2021-12-13T10:25:44","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/how-to-create-a-new-segment-for-a-contact-list\/"},"modified":"2022-08-22T04:37:31","modified_gmt":"2022-08-22T04:37:31","slug":"how-to-create-a-new-segment-for-a-contact-list","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/crm\/manage\/segment-contact-list\/","title":{"rendered":"How to Create a new Segment for a Contact List"},"content":{"rendered":"<div class=\"aricle_container\">\n<h2>Step 1<\/h2>\n<h2>Navigate to the CRM list under which you wish to create a new segment<\/h2>\n<p>Use the <strong>M<\/strong><strong>ain Menu&nbsp;<\/strong>on the left to expand the <strong>Contacts<\/strong> menu and click <strong>CRM Contacts<\/strong>.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3287 size-full\" title=\"CRM contact main menu\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-contact-main-menu.png\" alt=\"CRM segment, contacts menu. CRM contacts highlighted\" width=\"488\" height=\"634\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>The subsequent page displays all the <a href=\"\/hc\/en_GB\/a-z-guide\/contact-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">contact lists<\/a> created to date in your MainBrainer account.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1553\" title=\"CRM list overview\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/lists-crm-contacts.png\" alt=\"CRM segment, list overview\" width=\"640\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Navigate to the contact list for which you wish to create a new segment. Click the list name or the <strong>Open<\/strong> button to view the list data <em>(as highlighted in the screenshot below).<\/em><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1554\" title=\"CRM list open button\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-list-open-button.png\" alt=\"CRM segment, list overview. The open button is highlighted\" width=\"640\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>Step 2<\/h2>\n<h2>Create a new segment<\/h2>\n<p>Click the <strong>Segments<\/strong> button <em>(as highlighted in the screenshot below)<\/em> to view the list of segments that have already been created for this list.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1555\" title=\"Create CRM segment button\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/create-crm-segment-button.png\" alt=\"CRM segment, monthly subscribers list overview. The segments button is highlighted\" width=\"640\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Click the <strong>Create Segment<\/strong> button <em>(as highlighted in the screenshot below)&nbsp;<\/em>to continue creating a new segment.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1556\" title=\"Create new segment button\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/create-new-segment-button.png\" alt=\"CRM segment. The create segment button is highlighted\" width=\"640\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>On the subsequent screen:<\/p>\n<ul>\n<li>Enter a relevant name and description for the segment<\/li>\n<li>Specify the segment type &#8211; whether you wish to create a <a href=\"\/hc\/en_GB\/a-z-guide\/segment\/\" target=\"_blank\" rel=\"noopener noreferrer\">static segment or a dynamic segment<\/a><\/li>\n<\/ul>\n<p>Click <strong>Continue<\/strong> to proceed.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1557\" title=\"Add name and description to CRM segment\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-segment-name-description.png\" alt=\"CRM segment, name description. Name and describe the new segment\" width=\"640\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>Step 3<\/h2>\n<h2>Specify defining criteria for the segment<\/h2>\n<p>On the subsequent screen, define the rules on the basis of which you wish to add customers to the segment.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1558\" title=\"CRM segment data set\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-segment-data-set.png\" alt=\"CRM segment, define segment. The define a rule dropdown menu is highlighted\" width=\"640\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Use the dropdown highlighted in the above screenshot to select the input field on the basis of which you wish to define rule#1 for creating the segment. Herein,<\/p>\n<ul style=\"list-style-type: circle;\">\n<li>Select <strong>Default Fields<\/strong> if you wish to define the filtration criteria on the basis of default CRM fields.<\/li>\n<li>Select <strong>Custom Fields<\/strong> if you wish to define the filtration criteria on the basis of your custom-created CRM fields.<\/li>\n<li>Select <strong>SMS&nbsp;<\/strong>if you wish to define the filtration criteria on the basis of KPIs associated with an SMS Sending.<\/li>\n<li>Select <strong>NPS<\/strong> if you wish to define the filtration criteria on the basis of the <a href=\"\/hc\/en_GB\/a-z-guide\/nps-insights\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS score<\/a> awarded by your customers in an NPS survey.<\/li>\n<\/ul>\n<p>Subsequently, use the field highlighted in the screenshot below to pinpoint the field on which you wish to define the filtration criteria.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1559\" title=\"Select segment filteration options\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-segment-select-data-field.png\" alt=\"CRM segment. The define a rule dropdown menu is highlighted with options\" width=\"640\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Then, use the field highlighted in the screenshot below to define the filtration rule on the basis of which you wish to add customers to the segment.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1560\" title=\"Define segment filteration rule\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-segment-filter-operator.png\" alt=\"CRM segment. Dropdown menu for validator operators\" width=\"640\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>For example, if you wish to create a segment for female customers who subscribed recently, add:<\/p>\n<ol>\n<li>A restriction based on the default field <strong>Gender<\/strong>, <strong>AND<\/strong><\/li>\n<li>A restriction based on the default field <strong>Date Subscribed<\/strong>.<\/li>\n<\/ol>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1561\" title=\"Segment creation - test filters\" src=\"\/hc\/wp-content\/uploads\/2022\/08\/crm-segment-test-filters.png\" alt=\"CRM segment, define segment. The test filters button is highlighted\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Once you have defined the segment rules, use the <strong>Test Filters&nbsp;<\/strong>button <em>(highlighted in the above screenshot)&nbsp;<\/em>to see the list of contacts that pass the filtration criteria.<\/p>\n<p>Click the <strong>Save<\/strong> button <em>(highlighted in the following screenshot)<\/em> to create the segment as per the defined rules.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1562 size-full\" title=\"Save segment button\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/save-segment-button.png\" alt=\"CRM segment, define segment. The save button is highlighted\" width=\"362\" height=\"185\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}<br \/>\n  .aricle_container span{color:#0070ba!important}<br \/>\n  .aricle_container li,.aricle_container blockquote{font-size:18px!important;font-weight: 400;}<br \/>\n  .aricle_container a{font-size:18px!important;color: #0070BA!important; text-decoration:none!important;background-image:none!important}<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>A guide to creating static\/dynamic segments under a contact list.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"open","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[358],"ht-kb-tag":[],"class_list":["post-5840","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-manage-your-crm-crm-customer-data-platform-nb_no-en_gb"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5840","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/comments?post=5840"}],"version-history":[{"count":6,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5840\/revisions"}],"predecessor-version":[{"id":11318,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5840\/revisions\/11318"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/media?parent=5840"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-category?post=5840"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-tag?post=5840"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}