Using the segment editor in Act-On you can create tightly targeted lists that are segmented by any combination of factors in your database.
To access the feature:
- Click Contacts, and choose Marketing Lists, or click Other Lists for Form Submissions, or Webinar Lists.
- Hover over the list, and click the drop-down arrow.
- Click Create a Segment.
Segment Name and Method
Enter a name for the segment and select a segmentation method.
Query segments are the most dynamic and robust and this section provides more detail on available options. When creating a segment based off of the query option, five attributes are available for searching for contacts: Profile, Behavior, Score, Subscription, System.
Create segments based on the prospects profile. You can segment based on names, email, company, job title, department, city, etc.
Create a segment based on prospects department. If you are targeting Training departments, select "department equals Training. Click the + sign to add an additional departments, for example eLearning.
Segmenting based on behavior allows you to create lists based on prospects that were sent messages, opened messages, submitted forms, visited landing pages, etc.
Querying 'all time' behavior data can cause longer segment load times.
Create a segment based on prospects engagement with your content over the last 7 days. For example - over the last 7 days, segment prospects that downloaded media at least 3 times.
When using the Act-On Scoring Rules feature, you can create segments of your lists based on the scores you've defined.
You may wish to quickly see who the most active or highest-scoring leads are within a list. You could then create a specific email campaign or automated program just for this segment, or push the segment into Salesforce. You could also create a segment of low-scoring leads to target them for a lead nurturing campaign.
Segmenting based on email subscriptions will allow you to create list segments that will show you exactly which prospects, leads, and customers have subscribed to your emails. You can use these segments to send to or suppress against on your email campaigns.
Create a segment based on prospects email subscriptions. For example - create a segment based on a prospects job title and email subscription preferences. In the example below this would create a segment or Marketing Directors that have subscribed to your promotions and newsletter campaigns.
Segment based on when a prospect was entered or updated in your system.
Create a segment based on new prospects that have recently been entered into Act-On. For example - create a segment of prospects from a specific city that entered your system in November that have a lead score of at least 25.
The Search method is a blanket search tool that looks across all profile information known about a contact; an example of this would be a search for 'John' may return a contact with the first name of John, the last name of Johnson, someone who works for a Company named John's Industries, or a contact with the e-mail domain of @johns.com.
Direct Selection Method
The Direct Selection method allows you to view a list of all contacts located in your list and you can choose which contacts you would like to appear in this particular segment.
You can create custom criteria rules with boolean logic. In addition to using AND or OR to evaluate all criteria in a segment, custom boolean expressions can now be used as well (ie "1 AND (2 OR 3)".
For more details on how to set query logic, see this page.
Begin building out your segment criteria by combining various segmentation methods. Using the blue + sign you can add additional criteria that your prospect must meet to be included in the segment.
Saving the Query
Once you are finished creating your segment click Save in the upper right corner.
If you would like to store query segments that can be used to quickly build out your segments, click Store/load query settings. From here you can either save or load existing query settings.