Active Campaign CRM - Segments

A segment of a list is a subgroup of contacts that you can send highly targeted email campaigns to. Segments can be created by using any information available to you in the segment builder. This includes tags, standard and custom field information (both deal and contact), website visits, actions, contact or deal score, and more.

Contacts -> Advanced Search -> enter condition

Once you have refined your segment you can save it also save it. More details HERE

Note❗️Once you have saved a segment, in order to use it for something, you may need to:

• export the list and add a tag (to trigger automation)

• create a list from the segment (to send an email campaign)

Useful links:

• Creating segments in Active Campaign

• How to create segments in Active Campaign

You have the option to create a segment of your list(s) during the campaign creation process. This allows you to quickly create your segment on the fly without having to navigate away from your campaign.

1. From the Campaigns overview page, create a new campaign.

2. When you're at the "List" stage of the campaign creation process, you'll be asked to select the list you're sending to. Your screen should look something like this:

3. Click the checkbox next to the lists you want to send to. When you do, a new option will appear, “Segment Selected Lists:”

4. If you already created a segment, click the "Select a segment" dropdown and click the segment you wish to use.

To create a new segment from this page, click "Create New Segment."

5. A modal window will appear where you can create a new segment. Type the segment name into the field provided and click the "Add Your First Condition" button.

6. The segment builder will appear. Use this segment builder to create your segment. When you're done adding your conditions, click "Done."

For step-by-step instructions on using the segment builder, see steps 2-8 in the "How to create a segment with advanced search" section above.

The segment you created should be selected in the segment dropdown:

Click “Next” in the upper right-hand corner to continue to the design step of the campaign creation process.