Segmentation helps you to group your contacts into appropriate lists so that you can take care of them better and send more relevant messages.
This article guides you on:
1. How to create new segment
2. How to edit a segment
3. How to select segment for your email campaign
1. Create new Segment
To create a segment go to Audiences> Segments> New Segment

– Segment name: Enter a name for the segment. This field is required
– Status: Click the toggle button to change the status of the segment
– Condition
– All condition
+ Select all condition click Add condition and select condition
+ After completing one condition, click Add condition and continue to add other conditions if you want
+ When all conditions are selected, the segment will be satisfied when all conditions of the segment are satisfied simultaneously
– Any condition
+ Select any condition then click Add condition and select condition

+ After completing one condition, click Add condition and continue to add other conditions if you want

+ When selecting any conditions, the segment will be satisfied when one of the segment’s conditions is satisfied
- After completing the segment, it will display a list of contacts satisfying the segment
+ Click Re-Validate to validate the segment’s contact list again
+ To search for a contact, enter the full email in the search box and press Search
+ Click Reload to update the contact list again
2. Edit a segment
- Edit Name, Status
+ Click Edit Button
+ You can enter new Name for segment > Click Save
+ Click on the status of the segment > Save to change the status of the segment
– Edit the segment condition
+ Choose the condition for the segment
+ After selecting the appropriate conditions, click Refresh to re-validate the segment
– Re-validate: Click Re-validate to validate the segment’s contact list again
– Export Contact: To export list contact of segment, please do the following steps:
+ Click Export contact
+ Select the File you want to export and press the Export button
– Delete Contact:
+ Click Delete Contact
Press the Delete button to delete all contacts of this segment:
3. Select the segment for the campaign
3.1 Choose segment for Newsletter campaign
Step 1: From the App Dashboard > Messages > Campaigns > New Campaign
Step 2: Complete the setup for Template and Content and click Next to access the last step Ready as shown below:
Step 3: Add segment
– Click Add segment
– Select ALL, the email will be sent when the conditions of the segments simultaneously are satisfied
– If you select Any, the email will be sent when one of the conditions of the segment is met
– Click Add segment and select segment
– Select the condition as In or Not in:
– Select the In condition. Email will be sent to the contact list of the segment
– Selecting Not in the email will be sent to the contact not in the segment’s contact list
– Check the segment
After selecting a segment, click the icon to save the selected segments
It is possible to choose multiple segments for a campaign. However, please pay attention when choosing because email campaigns will only be sent to cases that satisfy the conditions of the segments
After completing the conditions, choose Save and Next to continue finishing the campaign
3.2 Choose segment for Automation campaigns
3.2.1 New Campaign
You can choose the segments for this campaign when you create the campaign:
– Step1: Go to Message > Automation > New Campaign
– Step 2: Select EVENT TYPE and SELECT YOUR EVENT
– Step 3: Select Segment
+ Click the Add segment then select the segment you want to use
- Select the condition as In or Not in:
+ Select IN condition, email will be sent to the selected segment
+ Select NOT IN, the email will be sent to the contact not in the selected segment
- After selecting a segment, click the icon
to save the selected segments
- It is possible to choose multiple segments for a campaign. However, please be careful when choosing because the email campaign will only be sent to contacts that satisfy the segments.
- Select ALL, the email will be sent when contacts match all segments conditions
- If you choose ANY, the email will be sent when one of the segment’s conditions is met
- After completing the desired conditions, select Save and Next to continue the campaign
3.2.2 Old Campaigns
For campaigns that have been created or are being used, to add segments to those campaigns, follow these steps:
– Step 1: Go to Message> Automation
– Step 2: Select the campaign you want to add/edit segments
– Step 3: Go to the Event tab of the campaign to Add Segments
– Step 4: After completing the information of the segment, click Save