WikiHow to create segment on Active Campaign

How to create segment on Active Campaign

Sep 04, 2023

Segments can help you reach a large number of audience at once. It minimizes efforts and helps you target just the right audience for your business. Creating segments in ActiveCampaign allows you to target specific groups of contacts with tailored content based on their attributes, behaviors, and interactions.

Here’s how you can create a segment in ActiveCampaign:

1. Log in to Your ActiveCampaign Account:

  • Log in to your ActiveCampaign account dashboard.

2. Navigate to the Contacts Section:

  • From the main dashboard, navigate to the “Contacts” section. This is where you’ll manage your contacts and create segments.

3. Create a New Segment:

  • In the “Contacts” section, click on “Segments” in the left-hand menu.
  • Click the “+ New Segment” button to create a new segment.

4. Define Segment Criteria:

  • Give your segment a name to identify it.
  • Define the criteria for your segment. ActiveCampaign provides a variety of conditions to segment your contacts.
  • You can segment based on contact attributes, tags, engagement history, and more.

5. Add Conditions and Rules:

  • Depending on your chosen criteria, you’ll need to add conditions and rules that define who should be included in the segment.
  • For example, you might segment contacts based on their location, behavior on your website, or engagement with previous emails.
  • Preview and Save the Segment: After setting up the conditions and rules, you can preview the segment to see the contacts who meet the criteria.
  • Click the “Preview” button to review the contacts.
  • If everything looks good, click the “Save” button to create the segment.

6. Use the Segment in Campaigns:

  • Once you’ve created the segment, you can use it when setting up your email campaigns.
  • ActiveCampaign makes it easy to select the segment you want to target with each campaign.

7. Automate and Use the Segment:

  • You can also use the created segment in automation workflows to deliver targeted content to your contacts based on their segment membership.

Keep in mind that software interfaces and features can change over time. If you’re using a more recent version of ActiveCampaign, there might be slight differences in the steps or interface. For the most accurate and up-to-date instructions, I recommend referring to ActiveCampaign’s official documentation or help resources.