How to filter a segment

Filtering your segments can narrow down your data to the specific criteria you are looking for. Filters are used to define the contacts who will be in the segment.

In addition, these filters can be combined to either be inclusive or exclusive depending on your needs.

Go to the segments page and click on the segment you wish to filter. Then click on the “Edit” button in the top right corner of the page. 

You will then see a “Details” and “Filter” tab located below “Edit Segment”. Click on “Filter”. Here you can add criteria to filter your contacts within the segment.

Once you have selected the field you can then choose the type of operation to perform. These vary depending on the way you wish to filter your contacts.

*If you want to divide your segment based on certain criterion, and you wish to avoid sending duplicate emails to the (sub)segments, you can view and alter them through typing the alias name of the contact segments separated by ‘+’ only. You can add n contact segments to show the contacts they have in common, but you will always receive the result as the intersection of the subsets. You can then manipulate the contacts to remove them from either one subset or all, hence avoiding sending duplicate emails to the same leads in the subsets.*

 

 

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