Understanding and managing segments

As mentioned before, segments are a way to group your contacts based on their registered information. Any type of column can be used to specify your segments. You can also use the information in related tables to create your segment. In this section, we’re going to take a look at the different types of segments and how you can specify which contacts to target.

What are segments?

A segment is a list of contacts, not any other table. You can use the information on, for example, an account or a lead to decide what contact you’ll use, but there will only ever be contacts in your segment. You can set criteria on the segments to find the specific selection of contacts you want. The only required field of any segment is its name. In dynamic segments, you will find the name at the top of the form, as shown in Figure 3.1:

Figure 3.1: Name in a dynamic segment

In your static segments, you will find the name of the...