In Campaign Studio, segments are lists or groups of contacts. Use segments to send emails, trigger campaigns, or for analysis. You can add to and remove contacts from a segment, and into static and dynamic segment types.

After creating a segment, click the View Contacts button on the right side of the Segments page for a list of contacts attached to the segment. You can also see lists of contacts in a segment by searching segment:{segment-alias} on the Contacts page.

Static segments¶

Static segments are not filter-based. Adding contacts to a segment in one of the following ways:

• Manually moving contacts
• Using an Action in a Campaign, Form Submit Action, or Point Trigger Event
• Importing contacts from a CSV file to a segment

Manually moving contacts¶

The two manual options to move a contact into a static segment are:

• For batch updating contacts:
  1. Use search filters in the contacts section of Campaign Studio to find the contacts to change.
  2. Select the checkboxes next to those contacts.
  3. Click the green arrow which appears at the top of the column.
  4. Select Change Segments from the list.
  5. Choose the segment(s) you want to add the contacts to or remove contacts from.
  6. Click Save.
• For individual contacts:
  1. Navigate to the contact record you want to change
  2. Click the arrow in the top right, next to Edit/Send Email/Close Select Preferences.
  3. Click Segments.
  4. Choose the segment(s) you want to add the contacts to or remove contacts from.
  5. Click Save.

Campaign action¶

Inside a campaign, you can add contacts to or remove contacts from segments using the Modify contact’s segment action. To add contacts to a segment, you must have already created the segment and set to Public Segment = Yes.

1. In the campaign builder, click a connector.
2. Select Action.
3. In the list of actions, select Modify contact’s segments.
4. Choose from the list of existing segments you want to add your contact to or remove your contact from.
5. Click Save and close.

Form submit action¶

Modify contact’s segment is available as a submit action on Standalone forms. With a Campaign form, create a campaign with a Modify contact’s segment action.

1. Click Actions.
2. From the Add new submit action menu, select Modify contact’s segments.
3. Add a Title for the submit action and add a Description (optional).
4. Select the segment(s) you’d like to add the contact to or remove the contact from.
5. Click Add.

Points trigger¶

After a contact accrues an assigned number of points, the system can add them to a segment. This may be a segment for your most engaged contacts who become eligible for special offers, or a segment your sales team reviews to find strong prospects.

1. In the Points section of the platform, select Manage Triggers.
2. Click +New.
3. Give your trigger a Name and Description.
4. Enter the Minimum number of points for a contact to be added to your segment.
5. Decide if you want to add all contacts with at least that number of points to the segment:
   • If you only want to add new contacts who reach the threshold to this segment, select No (default).
   • To add all existing contacts with at least a certain number of points to the segment, toggle the switch to Yes.
6. Click Events.
7. Click the menu for Add an event and select Modify contact’s segments.
8. Add a Title for the event and a Description (optional).
9. Select the segment(s) you want to add to or remove the contact from.
10. Click Add.
11. Click Save & Close.

This accomplishes the same thing as creating a Dynamic segment with a filter for Points, the operator greater than (or equal to), and the minimum number of points. The difference is if you only want to add contacts to a segment who reach the point value after creating this trigger to a segment, you can.

CSV import¶

If you have a list outside of Campaign Studio, saved as a UTF-8 encoded CSV file, you can import the list directly into a Campaign Studio segment.

1. Click Contact.
2. Click the menu in the upper-right hand corner and select Import.
3. Ensure that the file is in a UTF-8 CSV format. Select your file then click Upload.

4. At the top of the next screen, select the segment you want to add the contacts to.

   Note

   You must select a default segment when importing a CSV file.

5. Map the appropriate fields from the file.

   Remember to always map the unique identifier so that you do not create duplicates.

6. Click Import.

If your file is larger than 1,000 rows, the system changes screens and informs you once the file is imported. After the import is complete, click the Segments section of the platform to see the added contacts.

Dynamic segments¶

Campaign Studio moves contacts into and out of dynamic segments based on the filters applied to the segment. As the data associated with the contact updates, including company associations and behaviors, Campaign Studio updates segment membership.

Filtering¶

Campaign Studio dynamically moves your contacts to and from segments based on filters. You can filter on contact fields, company fields and even actions, such as emails sent or read.

1. Log in to Campaign Studio.
2. In the left navigation pane, click Segments.
3. On the Contact Segments list page, click +New.
4. In the Details tab, add a Name and Description to your segment.
5. Click the Filters tab to add filters.
6. Click the Choose one… menu and search for the field you want to segment by. Fields are broken up into three sections:
   • Contact fields
     • Fields must be set to Available for Segments = Yes in your Custom Field manager to display here.
   • Contact behavior and actions
   • Companies fields
     • Fields must be set to Available for Segments = Yes in your Custom Field manager to appear here.
     • Contacts may be associated with multiple companies, but Campaign Studio will add them to segments based on fields for the company.
7. Add more filters using the And and Or operators. An Or operator can create a new group of filters that includes And operators.
8. (Optional) Click the Copy icon to duplicate:
   • A single filter block
   • A group of filters connected with And operators
9. Click Save and close.

Important considerations for segment building¶

• In addition to the nightly segment rebuild, segment build and rebuild happen when you create, edit, republish a segment.
• Segment building is not real-time. For segment filters based on core fields and custom fields except Date/Datetime type fields, users must wait for up to 10 mins to view contacts under the segment.
• All behavioral and Date/Datetime based filters get rebuilt during nightly refresh. The nightly segment rebuild jobs for each segment are randomized for 6 hours. Jobs are executed anytime between 12 am to 6 am with respect to the Default timezone set for the instance in Settings > Configuration > System Settings.

• Segments with including/excluding filters are not updated when the dependent segment members change. Those get refreshed once per day.

  For example, consider Segment A with a filter “country = USA” and Segment B with a filter “email domain = acquia.com and includes Segment A”. If the country of an existing contact is changed to USA, the contact is added to Segment A within 10 minutes. However, it is not added to Segment B until the next day. As an exception, if the country and email address of the contact is changed, both segments are rebuilt within 10 minutes because the field value that is explicitly listed in the segment filters is changed.

• If a segment fails to rebuild for a predetermined length of time, Campaign Studio displays a notification alerting you of an error. For information on defining this time period, see segment settings.

Segment filters¶

The following segment filters are available in Campaign Studio:

Contact¶

The following filters are based on the fields in the contact record:

• Address Line 1 - The primary address of the contact.
• Address Line 2 - The apartment, suite, unit number, or other address designation that is not part of the physical address of the contact.
• Attribution - The attribution amount of the contact.
• Attribution Date - The date of attribution of the contact.
• Boolean - Yes or no.
• Bounced - Email - The email bounced or could not be delivered.
• Bounced - SMS - The SMS bounced or could not be delivered.
• Campaign Membership - The campaigns the contact belongs to.
• City - The city where the contact is located.
• Country - The country where the contact is located.
• Date Added - The date when the contact entered the system.
• Date Identified - The date when the contact was identified by the system.
• Date Last Active - The date when the contact last performed an action.
• Device Brand - The brand of the device used by the contact.
• Device Model - The model of the device used by the contact.
• Device OS - The operating system of the device used by the contact.
• Device Type - The type of the device used by the contact.
• Email - The email address of the contact.
• Email Domain - The domain of the email address of the contact.
• Facebook - The link of the Facebook profile of the contact.
• Fax - The fax number of the contact.
• First Name - The first name of the contact.
• Last Name - The last name of the contact.
• Manually marked as do not contact - Email - The email address of the contact was manually marked as Do Not Contact.
• Manually marked as do not contact - SMS - The phone number of the contact was manually marked as Do Not Contact.
• Mobile - The mobile phone number of the contact.
• Modified Date - The date when the contact was last updated.
• Owner - The owner (a Campaign Studio user) of the contact.
• Phone - The primary phone number of the contact.
• Points (+/-) - The point value assigned to the contact.
• Position - The position of the contact.
• Prefered Locale - The preferred language code of the contact.
• Prefered Time Zone - The time zone of the contact.
• Companies - The companies of the contact.

• Segment Membership - The filter that shows the segments the contact is a member of by calculating the dependent segment members along with the parent segment members. Acquia recommends you to use this filter only when necessary because it is comparatively slower.

  For example, 

• Segment Membership - Static - The filter that shows the segments the contact is a member of by using the dependent segment members at the state when they were last built. Acquia recommends you to use this filter because it is comparatively faster.
• Select - Multiple
• Select Field Type
• Skype - The link of the Skype profile of the contact.
• Stage - The stage of the contact.
• State - The state (in the USA) where the contact is located.
• Subscribed Categories - The categories the contact is subscribed to.
• Tags - The tags applied to the contact.
• Title - The title of the contact.
• UTM Campaign - Email - Campaign Name UTM Tag.
• UTM Content - Email - Campaign Content UTM Tag.
• UTM Medium - Email - Campaign Medium UTM Tag.
• UTM Source - Email - Campaign Source UTM Tag.
• UTM Term - Email - Campaign Term UTM Tag.
• Unsubscribed - Email - The contact has unsubscribed from email communications.
• Unsubscribed - The SMS contact has unsubscribed from SMS communications.
• Website - The link of the website of the contact.
• Zipcode - The zip code of the primary address of the contact.

Companies¶

The following filters are based on the fields in the company record.

• Address 1 - The civic number and street name (street address) of the company.
• Address 2 - The apartment, suite, unit number, or other address designation that is not part of the physical address of the company.
• Annual revenue - The annual revenue of the company.
• City - The city where the company is located.
• Company email - The email address of the company.
• Company name - The name or title of the company.
• Country - The country where the company is located.
• Description - The description of the company.
• Fax - The fax number of the company.
• Industry - The industry of the company.
• Number of employees - The number of employees in the company.
• Phone - The phone number of the company.
• State - The state where the company is located.
• Website - The website of the company.
• Zip Code - The zip code of the primary address of the company.

Contact Behavior and Actions¶

The following filters are based on contact behaviors and actions performed by Campaign Studio.

• Asset download - The contact downloaded a specific asset.
• Clicked any link from any channel - The contact clicked a link provided in a channel, such as email, SMS, focus item, marketing Message, or web/mobile notification.
• Clicked any link from any email - The contact clicked a link provided in an email sent.
• Clicked any link from any email (date) - The contact clicked a link provided in an email that is sent on date, after date, or before date, or not sent on specified by date.
• Clicked any link from text message - The contact clicked a link provided in a text message (SMS).
• Clicked any link from text message (date) - The contact clicked a link provided in a text message (SMS) specified by date.
• Has X number of browsing sessions - The contact has reached a specified number of browsing sessions.
• Has been sent any push notification - The contact was sent a push notification.
• Read a specific email - The contact read the email specified.
• Read any email (date) - The contact read an email on a specified date.
• Read any email X number of times - The contact read an email a specified number of times.
• Sent any email (date) - The contact was sent an email on a specified date.
• Visited X URL - The contact visited a specified URL.
• Visited a specific landing page - The contact visited the specified landing page.
• Visited any URL (date) - The contact visited a URL on a specified date.
• Visited any URL X number of times - The contact visited a URL the specified number of times.
• Visited any URL from X referrer - The contact visited a URL from the specified referrer. Referrer is a parent page where the target URL is present.
• Visited any URL X source - The contact visited a URL from the source specified in the field.
• Visited any URL X source ID - The contact visited a URL with the specified source ID in the field.
• Visited any URL X page title - The contact visited a URL with the specified page title in the field.
• Was sent a specific email - The contact was sent the specified email in the field.

Custom Objects¶

If you are using custom objects for your marketing practices, any custom items you create appear on the Choose one… menu list after the Contact Behavior and Actions filters and available for you to use as segment filters.

Using Date Filters¶

You can create dynamic segments by using date filters.

Operators¶

To build an effective segment, you must use the correct operator and time frame.

Once you have selected a date field as your filter, such as the default Date last active field or a custom Birthday field, you will have a list of operators to choose from. For more information about operators, visit Operators in Campaign Studio.

Dynamic values¶

While using date filters, you may not want to reference a static date. Additionally, you may not want to update a date or date range regularly. Hence, Campaign Studio supports more dynamic date ranges, as listed below:

• Yesterday: The value on the contact record is exactly one day before today’s date. For example,
  • Field: Loyalty Program Sign Up Date
  • Purpose: Trigger a welcome email or campaign for contacts who signed up for your loyalty program to increase engagement and customer satisfaction. The campaign will begin the day after the signup date.
  • Contact gets added to the segment/campaign when: Today is November 1, 2020 and the contact signed up for the loyalty program on October 31, 2020.
  • Contact gets removed from the segment/campaign when the calendar turns to November 2, 2020, because the signup date was not exactly one day in the past.
• Today: The value on the contact record exactly matches today’s date, including the year. For example,
  • Field: Reward Issue Date
  • Purpose: Trigger a campaign with a single email notifying customers that they have earned a reward that is effective today, driving them to make a purchase using that reward.
  • Contact gets added to the segment/campaign when: Today is November 1, 2020 and the reward was issued on November 1, 2020.
  • Contact gets removed from the segment/campaign when the calendar turns to November 2, 2020, because the reward was not issued on that day.
• Tomorrow: The value on the contact record is one day after today’s date. For example,
  • Field: Subscription End Date
  • Purpose: Trigger a reminder email to customers whose subscription is about to expire, driving them to renew and maintain their status.
  • Contact gets added to the segment/campaign when: Today is November 30, 2020 and the subscription expires on December 1, 2020.
  • Contact gets removed from the segment/campaign when the calendar turns to December 1, 2020, because the subscription end date is no longer a day in the future.
• Anniversary: The month and the day of today’s date match the month and day of the contact field value. For example,
  • Field: Birthday
  • Purpose: Trigger an email wishing someone a happy birthday to increase engagement and customer satisfaction.
  • Contact gets added to the segment/campaign when: Today is November 1, 2020, and the contact was born on November 1 of any year.
  • Contact gets removed from the segment/campaign when the calendar turns to November 2, 2020, because it is no longer the contact’s birthday.

• Last/this/next week/month/year: Combinations of the indicator (last, this, and next) and time period (week, month, and year) can be used for very powerful dynamic segmentation. Combined with the various operators, these can mean different things.

  • Equal: The contact field value is within the previous calendar period.

    For example, Today is Tuesday, November 10, 2020 and your filter says this week. Contacts whose field values are in the period of Monday, November 9, 2020 to Sunday, November 15, 2020 are included in the segment.

  • Before: The contact field value is in the past with respect to the configured value.

    For example, Today is November 1, 2020 and your filter says last year. Contacts whose field values match years of 2018 or earlier are included in the segment. 2019 is excluded, because that would equal last year.

  • Before (Including day)l: The contact field value is in the past or exactly matches the configured value.

    For example, Today is November 1, 2020 and your filter says last month. Contacts whose field values are in October 2020 or earlier are included in the segment.

  • After: The contact field value is in the future with respect to the configured value.

    For example, Today is November 1, 2020 and your filter says next year. Contacts whose field values are in 2022 and later are included in the segment. 2021 is excluded, because that would equal next year.

  • After (Including day): The contact field value is in the future or exactly matches the configured value.

    For example, Today is November 1, 2020 and your filter says next month. Contacts whose field values are in December 2020 or later are included in the segment.

Segment options¶

On the right menu of the New Segment page, static and dynamic segments include the following additional configuration options:

• Categories: Group various resource types to different organizational classifications such as marketing strategies, topics, or departments. For more information, visit Categories.
• Projects: Group and manage all related entities within a dedicated, centralized workspace. For more information, visit Projects.
• Public Segment: This option determines if the segment is available for all users to see and use, or only the user who created the segment.
• Available in Preference Center: If set to Yes, contacts can see and opt into or out of the segment on a Preference Center page. The segments display if the Preference Center has the Segment List slot type.
• Published: If set to No, the segment will not be available for use in filters for other segments, as a contact source in campaigns, modify segment actions, and so on. You will still see the segment in your segment list, but it essentially will not exist anywhere else in Campaign Studio.

On the Details tab, static and dynamic segments also have the option to display a different public name for a segment.

• Public name: Users can set a different name for the segment, which is to be displayed to contacts in Preference Center options.

Contact Segments page¶

The Contact Segments page lists all the segments that you have created, and provides the following information about each segment:

Viewing and exporting contacts in a segment¶

To view or export contacts in a specific segment, do one of the following:

• In the # CONTACTS column, click View (#) Contacts button for the segment for which you want to view or export contacts.
• On the Contacts page, enter segment:segment-alias in the search bar to create a list of the contacts for the segment you want to view or export.

To export, click the menu next to the Quick Add and Add New buttons and then select Export to download a .csv file with those contacts.

Contacts in time¶

After saving your segment, the segment summary page displays a graphical summary of the segment growth, by number of contacts who are members of the segment.

The purple line shows how many contacts were added on a particular day. The green line shows the number of contacts removed from the segment. The orange line shows the total number of contacts in the segment.

If you change the timeframe on the graph to show growth over a longer period than 30 days, the intervals change from days to weeks. At greater than 100 days, the intervals change to months.

If you are using the branding function in Campaign Factory, the line for contacts added follow the color assigned as the primary color. The line for contacts removed follows the secondary color, and the total line follows the tertiary color.

Segment usages¶

On the right side of the segment summary page, you can see what other elements in your Campaign Studio instance the segment is used by. Click the number next to the item type to view the list of emails, campaigns, segments, reports, forms, or point triggers that use the segment. Usage may include the segment being a source for a segment email, campaign, report, segment membership filter or campaign condition, or an action to add or remove contacts to/from the segment.

This graph is helpful to see how contacts may be getting into or out of a segment, or what messages that segment is receiving. Be careful when making any changes to filters on the segment, particularly if a segment is used in a published campaign. Removing contacts from the segment based on filter changes removes them from the campaign and any remaining campaign events. For the failed campaign event, Campaign Studio displays an error message on the contact record.

Adding contacts to the segment adds them to the campaign triggers events when the changes to the segment are saved.

Segment Dependencies¶

When a user builds a segment that leverages other segments within it, the page with the segment details displays an additional tab. This tab allows you to see if you have used a segment multiple times within a single segment, and helps to avoid creating logical errors when composing segments together.

For example, if you create Segment A that uses Segment B as a filter but Segment B already uses Segment A as a filter, this will be highlighted in the Segment Dependencies tab.

Campaign Share¶

Below the Contacts in Time graph, you will see the contacts who are members of the segment, in card format. Click the Campaign Share tab to display a list of campaigns, and the percentage of contacts from that segment in each campaign.