How do I segment contacts?

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To segment your contacts and create a new list:

  1. In the Main Menu, click the Contacts or Lists link under List Manager
  2. Click the Create Segment button
  3. Select the source for the segment (All lists or specific lists)
  4. Select how you want to segment (by adding the all contacts on the list(s) or applying criteria)
  5. If you choose to add all the contacts on the list(s), then click the Save as List button
    • Enter a name for the new list
    • Select whether or not the new list should be double opt-in
    • Click the Save New List button and your segment will be saved as a new list
  6. If you choose to apply criteria, you can select specific criteria to segment your contacts
    • Select the rule (match all criteria or match any of the criteria)
    • Select the criteria from the drop down (email address, company, state, country, etc.) and enter the relevant information
    • Click the Add New Criteria link to add more criteria
    • When you have selected all your criteria, click the Apply button and your segment will be created
    • Click the Show Details link to view all the contacts in your segment
    • Click the Save as List button
    • Enter a name for the new list
    • Select whether or not the new list should be double opt-in]
    • Click the Save New List button and your segment will be saved as a new list
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