Guide to Pre-Built Contact Segments
What Are Pre-Built Contact Segments?
Pre-built contact segments are predefined groups within your CRM that automatically categorize your contacts based on their email engagement behavior. These segments allow you to quickly target specific audiences without manually filtering your contact list, making your email campaigns more efficient and personalized.
Available Pre-Built Segments
When sending or scheduling an email, you can choose from several pre-built segments:
- Contacts engaged within the last 7 days
- Contacts engaged within the last 30 days
- Contacts engaged within the last 60 days
- Contacts who interacted with your last 5 email campaigns
- Contacts who did not interact with your last 5 email campaigns
Engaged contacts are those who have opened or clicked emails sent via workflows, bulk actions, or email marketing campaigns.
Benefits of Using Pre-Built Segments
- Targeted Messaging: Send relevant content to contacts based on their recent activity.
- Customer Retention: Re-engage contacts who have become less active.
- Cost Efficiency: Avoid sending emails to disengaged contacts, saving time and resources.
How to Use Pre-Built Segments
Follow these steps to use pre-built segments in your email campaigns:
- Navigate to Email Marketing → Campaigns.
- Create a new campaign and proceed to the send or schedule screen.
- In the recipient list section, select Pre-Built Segments.
- Choose your desired segment from the drop-down menu.
- Send or schedule your email.
Note: Segmentation occurs at the time of scheduling, not during execution. The contact list is locked based on the criteria at the moment you schedule the campaign.
Frequently Asked Questions
Can I create custom segments similar to pre-built ones?
While you cannot create additional pre-built segments, you can create custom smart lists from the Contacts page that mimic pre-built segment criteria and adjust them to your needs.
Can I modify the criteria of pre-built segments?
No, the criteria for pre-built segments are fixed. For flexibility, use custom smart lists.
How often are pre-built segments updated?
Pre-built segments are updated at the time you create or schedule a campaign, locking the contact list based on the current criteria.