How to Use the Contact Book Segment
If you have a lot of contacts that you usually manage for certain purposes, usually it will require categorization through filters or labels. In some cases, the more contacts, generally the filter with certain fields or labels is quite a lot. This will certainly be a hassle if every time you do filtering, you have to enter filter fields or labels one by one. This segment will make it easier for you to filter multiple fields or labels with just one click.
Logic Segment Explanation
Here’s some of the logic you need to know in this segment.
- Active: To view active contacts.
- Pending: To view contacts who have not confirmed the opt-in email.
- Unsubscribe: To see contacts who unsubscribed from the list.
- Hardbounce: To see which contacts who have hardbounce label.
Also, there are two options for Filters: By Field: To select ‘Field’, you can directly type it in the Select Field column. These are the functions you can use on Customer Field.
Contain: To categorize the contacts containing the desired field data. Example: You want to search for contacts that have the Field City: Jakarta. Then contacts that have the City field with the field Jakarta will appear.
Not Contain: To categorize contacts that do not contain the field data being sought. Example: You want to search for contacts that don’t have a City: Jakarta field. Then contacts that do not have a City field with the field Jakarta will appear.
Match: To categorize contacts with more specific fields. This function is more efficient if you want to search for a specific contact by combining 2 fields. Example: You want to search for contacts with the City: Jakarta field with the ‘Contains’ function. Then you use the Company: MTARGET field with the ‘Match’ function. Then the contacts who have these 2 fields will appear, except for contacts who do not have the same field in the ‘Match’ function.
By Label: To use ‘Label’, in
Select Field, select ‘Label’.
Contain All: To categorize all contacts that contain the label you are looking for. Example: You are looking for a contact labeled ‘Team’, then a contact labeled ‘Team’ will appear.
Not Contain: To categorize contacts that do not contain the label you are looking for. Example: You want to find a contact that doesn’t have the label ‘Team’
Contain Any: To categorize contacts with a more specific label. This function is more efficient if you want to search for contacts that are in a particular label by combining 2 labels. Example: You want to search for contacts labeled ‘Team’ with the function ‘Contains All’, which are also labeled ‘Team A’ with ‘Contains Any’. Then the contacts that have the 2 labels will appear and do not display contacts that do not have labels that use ‘Contain Any.’
How to Create Segment
Here’s how to create a Segment contact:
- Enter the Contact Book menu on the sidebar.
- Select ‘Segment’.
- Click ‘Add Segment’.
- Create a name for your segmentation.
- Enter filtering via the field or label that you want.
- Click ‘Save’ if you think that’s enough.
Here you have successfully created a segment on your contact. If at any time you want to search for contacts with that particular filter, you only need to enter the Segment feature. If you want to edit the Segment, click Edit Segment and Export Segment to download the contact data that you have segmented.