Audience

Contacts

Contacts are the heart of your marketing and sales strategy, both works towards the same goal, to take strangers and transform them into customers. You'll use it to keep track of all the different people who have a relationship with your business, to personalize every interaction you have with them, and to attract more contacts like them. Whether you have a database of five contacts or a million contacts, you need to understand how to think about your contacts.

Types of contacts

There are two types of contacts:

Anonymous visitors to your website— Visitors to your website who have not yet been identified by a form or other interaction. CampAct stores information on the activities performed by the anonymous visitors like which webpage on your website they visited on what date. Although you are not able to contact this anonymous visitors nor send them personalized communication, you are still able to identify them such that when they submit any form on your website. This will help you determine how long this anonymous contact took to provide their contact details.

Standard contacts — Contacts which have identified themselves via a form or some other source. As a result, these contacts typically have a name, email, and other identifying fields associated with the contact. The standard contact is the preferred contact within CampAct. These are contacts which may have started as a visitor, but at some point provided additional information such as a name, email address, social network handle, or other identifying characteristics. You can nurture these contacts through the CampAct marketing automation platform such that they are ready to be engaged by your sales teams.

The Manage Contacts section provides more information on what you can manage with standard contacts.

Contact sources

Typically contacts are added into the data-base through one of more of the following sources:

Website Sign-Up Form - Contacts that signed up via your landing page sign-up form or signed up for your newsletter.

Event - Contacts who joined your mailing list through your Event registration form.

Social Campaign - Contacts who signed up through your Facebook Advertisement and submitted a form

Deal/Offer - Contacts who signed up for an offer and registered on your website to avail the promotion

Tracking contacts by users: CampAct allows you to track user-wise contacts created in the data-base. Any contacts that were added manually, uploaded from a spread sheet, or imported from an external program like Gmail or outlook can be attached to a CampAct user. This helps in ensuring that only those contacts that a user has created are available to access for that user. This comes in handy when you have multiple product lines and a big marke

Managing contacts in CampAct (add, modify and delete)

Through manage contacts section new contacts can be added, some information about a contact can be updated or an existing contacts can be deleted.

Standard Fields in a contact:

A typical contact will contain the following information:

  1. Title (Salutation Eg: Mr. Ms. Dr. etc.,)
  2. First name
  3. Last name
  4. Email Address
  5. Company
  6. Position (position of the contact in the company eg: Director, Manager, etc.,)
  7. Address
  8. City
  9. State
  10. Zip code
  11. Country
  12. Mobile Phone
  13. Telephone (Office Landline)
  14. Points (Grading of your contacts based on your company’s framework of assigning points. This will be covered in detail in detail)
  15. Preferred Locale (Used to ensure that emails are sent in the time-zone of the contact
  16. Stage: Based on your company’s marketing and sales cycle
  17. Contact Owner
  18. Tags (These are to tag a contact for identifying them and to retrieve them for further action)
  19. Under the social-tab, you will find Facebook, Foursquare, Google+, Instagram, Linkedin, Skype and Twitter fields to capture these social media information for every contact

Contact general information

Contact general information

How to add a contact

  1. Click the“+new” button in contacts screen.
  2. Fill out the first/last name, email address, company name and any other available information (core and social).
  3. Click“save and close” button on the right-hand top corner to save the contact.

Step 1 -Click on contacts.

Contacts

Step 2- Click on new

Steps to create a new contact

Step 3- Fill the information in the core section.

Steps to create a new contact
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Step4- Fill the information in the social section.

Steps to create a new contact

Step5-Click on save and close.

Steps to create a new contact

Quick add – How to add new contact quickly

Adding contacts quickly - If you have contacts you would like to quickly add to CampAct manually, you can use the Quick Add Contact button to add them in to the system.

Steps for quick addition

  1. Click on Quick Add on contacts section.
  2. Fill the information
    1. First name
    2. Last name
    3. Function
    4. Order value
    5. Interested product
    6. Employee
    7. Tags
    8. Select a company
    9. Contact owner
    10. Stage
  3.  Click save

Step 1- Click on contacts

Steps of Quick Add

Step2-Click on quick Add

Steps of Quick Add

Step 3-Fill the information in quick add and click save.

Steps of Quick Add

Contacts created

Steps of Quick Add

How to delete a contact

Deleting a single contact: there maybe situations where you want to delete select contacts and the procedure to delete them is given below:

In the contact screen,

Click on the “check-box” against the contact you’d like to have deleted. 

Click the drop-down and select “Delete Selected” as shown in the screen-grab 1.1

The selected contact is deleted

Delete Contacts

Confirm the deletion.

  1. Click on the “check-box” against all the contacts you’d like to have deleted. 
  2. Click the drop-down and select “Delete Selected”
  3. The selected contacts will be deleted

How to add additional information about contacts using custom fields

If the standard information about contacts are not sufficient to send personalized communication and you feel the need to capture additional information about your contacts, the same can be achieved with custom field option in CampAct. Some of the examples for additional information could be “Date of Birth” to send birthday greetings or “Subscription Start Date” to send them reminders of subscription renewal etc. In order to create a new custom field in CampAct, follow the below steps:

  1. Click on settings tab
  2. Click on customs fields
  3. Click on new
  4. Fill the following information
  5. Label
  6. Alias
  7. Object
  8. Group
  9. Data type
  10. Default value
  11. Order
  12. Published
  13. Required
  14. Visible on forms
  15. Visible on short forms
  16. Available on segments
  17. Publicly updatable
  18. Is unique identifier
  19. Click on save and close

Step1 – The illustration below shows how to create a new field for “Subscription Start Date”,  Click on settings tab

Contact general information and settings tab

Step2-  Click on custom tab

Customs Fields

Step3 –Click on new tab

How to create a customs fields

Step4- Fill the required information

  1. Label
  2. Object
  3. Alias
  4. Data type
  5. Group
  6. Default value
  7. Order
  8. Published
  9. Required
  10. Visible on forms
  11. Visible on short forms
  12. Available for segments
  13. Publicly updatable
  14. Is unique identifier

How to create a customs fields

Step5- Custom field of Subscription start date has been created.

How to create a customs fields

How to create a customs fields

How to create a customs fields

How to import contacts

When you are using CampAct for the first time, you may like to bring in “contact” information from your legacy email Software or CRM or you may have excel sheets where you maintain all contact details. CAMPACT allows you to import this information without you having to create each contact manually.

Contacts can be imported via the user interface from a csv file. CampAct allows two types of data-import namely Browser Import and Background Import. If you have few hundred records you may choose the browser import option and if you have few thousands records, you could choose the background import option.

Browser Import- The bigger csv files have to be imported in batches to avoid hitting server's memory and time limits. In case of importing in the browser, your browser is controlling the batches. When one finish, the javascript starts a new one. This means the browsers have to be opened and connected to the internet the whole time. Use browser import only if you don't have any other choice

Background Import- Background import will always be faster and more reliable than the browser import.

When the background job finishes, either successfully or if it fails, you'll get a notification in the CampAct’s notification area about it.

  1. Go to contacts.
  2. In the top right corner above the table of contacts open the sub menu of actions and select the import option.
  3. Upload the csv file with contacts you want to import.
  4. Adjust the csv settings if your csv file use something else as a delimiter, enclosure and so on.
  5. Upload your csv file.
  6. The field mapping page should show up. the first set of options will let you select owner, segment and tags to assign globally to all imported contacts. The second set of options will let you map the columns from your csv to CampAct contact custom fields. The third set of options will let you map columns from your csv to special contact attributes like date created and so on.
  7. When your field mapping is ready, click one of the import buttons (described above).

Step1

  • Click on drop down arrow beside new tab.
  • Click on import.

Import

Step2  - Choose new file

Set the limit delimiter enclosure and escape

How to import contacts

Steps to import

  1. Go to contacts.
  2. In the top right corner above the table of contacts open the sub menu of actions and select the import option.
  3. Upload the csv file with contacts you want to import.
  4. Adjust the csv settings if your csv file use something else as a delimiter, enclosure and so on.
  5. Upload your csv file.
  6. The field mapping page should show up. The first set of options will let you select owner, segment and tags to assign globally to all imported contacts. The second set of options will let you map the columns from your csv to  CampAct contact custom fields. The third set of options will let you map columns from your csv to special contact attributes like date created and so on.
  7. When your field mapping is ready, click one of the import buttons (described above).

How to check status of import

We can find status of import by clicking the “import history” option in the contact menu. Below are some of the statuses and explanations:

Queued - The import was created and queued for background processing. At this stage the import is waiting for the background job to start the import.

In Progress - The background job started the import and it hasn't finished yet. You can see the progress in the list of the imports.

Imported - The import was successfully processed.

Failed - The import failed for some reason. Most usual cause may be that the uploaded csv file was removed or CampAct doesn't have permission to read it or the import was unresponsive for more than 2 hours.

Stopped - The import has been stopped by the user when it was in the queued or in progress states.

Manual - The user selected to import in the browser "manually" it's similar to in progress.

Delayed - The background job wanted to start the import, but the import process could not start. So it's delayed for later. The reason when this could happen is when the parallel import limit was hit. The import will start asap.

List of imports

The list of imports can be found when you go to the contacts area, open the action menu above the contacts table and choose the background imports option.

The table will show you basic statistics about all imports, what the current statues are and what was the csv file name. There is also the switch which will enable you to stop and start queued or in process imports.

The csv file must be in utf8 encoding. Other encoding may cause troubles while importing. Read documentation of your spreadsheet program on how to export a spreadsheet to utf8. Google sheets encodes to utf8 automatically, libre/open office lets you choose before export.

In case of Boolean values like donotemail or custom boolean field, use values true, 1 , on or yes as true value

anything else will be considered false.

In case of date/time values, use yyyy-mm-dd hh:ii:ss format i.e. 2017:01:02 19:08:00   other formats may work too, but it may cause troubles.

This will display the following information of the import attempted files.

  1. Status
  2. Source file
  3. Runtime
  4. Progress
  5. Total rows
  6. Inserted
  7. Updated
  8. Ignored
  9. Date added
  10. Id

Import history

The new button in the contacts history page will redirect to the import page

Import history

View the source file- Take the cursor on the specific source file and click on it.

Source file

The source file page got displayed

File page

This will display the following information

  1. Import row statuses.
  2. Row processed per minute.
  3. Recent activity.

The import detail page holds more detailed statistics and import configuration when you click on details like import speed and how the import has been configured.

There are also 2 charts:

  1. The pie chart shows the ratio between created, updated and failed rows.

2.The line chart shows how many contacts has been added per minute.

The main content area displays information about rows which were ignored for some reason (if any). The table will tell you what row in the csv file it was and what was the reason, so you can fix those rows and import again.

In the right column you can see who created the import and when and also when the background job (system) updated the statistics after every batch was completed.

There is an option in the global CampAct configuration / contact settings to define what is the optimal limit of browser import vs background import. If you insert for example 1000, that means that if the import csv will have less than 1000 rows, it will be imported in the browser, if it will have more rows, it will be queued to be imported by the background job. Default value is 0 (zero), which means it will show you 2 import buttons instead of one and you'll have to decide what import option to use during every import.

Click on the details tab to view additional information

Details tab

This will display the following information.

  1. Created by
  2. Created on
  3. Modified by
  4. Last modified
  5. Id
  6. Source file
  7. Status
  8. Status info
  9. Total rows
  10. Import started on
  11. Import ended on
  12. Runtime
  13. Import speed
  14. Progress
  15. Mapped fields
  16. Default options
  17. Csv headers
  18. Csv parser config

Source file details information

Export

If you find the need to export your contact database to mass update some information using an excel, CampAct provides you the option of exporting the same into a CSV file.

 Step1 -Click on the down arrow.

Export

Step2-Click on export

Export

This will download a csv file with the following contact information.

  1. Id
  2. Points
  3. Title
  4. Firstname
  5. Lastname
  6. Company
  7. Position
  8. Email
  9. Phone
  10. Mobile
  11. Address1
  12. Address2
  13. City
  14. State
  15. Zipcode
  16. Country
  17. Fax
  18. Prefferred_locale
  19. Attribution_date
  20. Attribution website
  21. Interested product
  22. Order value
  23. Function
  24. Facebook
  25. Foursquare
  26. Googleplus
  27. Instragram
  28. Linkedln
  29. Skype
  30. Twitter

The donwloaded file will be in the csv format.

Export file

Export file

Contacts information

Contacts information

Click on the name of a particular contact.

Contacts details

Contacts details

Contacts page gets displayed.

Click on the details tab to check the details (core/social).

Core contains details like.

  1. Title
  2. First name
  3. Last name
  4. Company
  5. Position
  6. Email
  7. Mobile
  8. Phone
  9. Points
  10. Fax
  11. Address line 1
  12. Address line 2
  13. City
  14. State
  15. Zip code
  16. Country
  17. Preferred locale
  18. Attribution date
  19. Attribution
  20. Website
  21. Interested product
  22. Order value
  23. Function
  24. Employee

Social tab contains details like.

  1. Facebook
  2. Foursquare
  3. Google+
  4. Instragram
  5. Linkedln
  6. Skype
  7. Twitter

Core information- This section contains all the main information about the contact that includes name, address, and phone number.

Core information

Social information- Social information part contains information like facebook link, linkdln link ,instragram link etc  this will help to access the contacts social profile.

Social information

Contacts engagements

Engagements and points display graphically with timeline in the x axis and engagements in the y axis.

Contacts engagements

Contacts additional information

Contacts history

Contacts history

Click the history tab and it will display the event table containing the

  1. Event name
  2. Event type
  3. Event timestamp

History contains data like stage changed, email read, campaign action triggered, email sent, contact identified, contact created.

Notes

Contacts notes

Notes contains specific information about the contact

For example if a contact call and inform to send a reminder about some information like sending an email then CampAct  allows  to write specific notes related to individual contacts .

How to create notes

Click on add notes

Contacts notes

Fill the following information and then click save

Contacts notes
Contacts notes

New notes have been created

Contacts notes

Delete and edit notes

Delete and edit notes

Delete Note

Delete Note

Social

Social profile

Social section contains the social media profiles based on contacts available profile data

Audit log

Audit log

Audit log contains different activities done by user or source to the contact.

It contains information like user/source name event type and event timestamp.

Audit log contains information like contacts created, contact updated.

Search contact through filter

There may be occasions that as a user, you may want to look up particular contact from your contact list. In CAMPACT, you can go to contact section and on the top left corner you will find “Filter”. Start typing in your search and CAMPACT will populate data as per your search.

Example- Filter by name

Type the name in the filter section and it will display the contacts with similar name.

Example of filter by name

Fetch specific data from the available list and display that.

Filter

Steps to make a search

  1. Type the required name in the search field and then click on the search icon.
Filter Search

Search results will get displayed

Filter Search

Clear the filter

Click on the eraser to clear the filter

Clear the filter

Search Help –Guide to make a search

Search Operators

Search Operators:
+ (plus sign) - Search for the exact string (i.e. if admin, then administrator will not match)! (exclamation mark) - Not equals string" " (double quotes) - Search by phrase( ) (parentheses) - Group expressions together. OR - By default the expressions will be joined as AND statements. Use the OR operator to change that.

% - Use the % as a wildcard to search for specific names or values in a phrase (i.e. to find all companies with the word ‘Technologies’ then type %technologies %)

Search commands
is:anonymous
is:unowned
is:mine
email:*
segment:{segment_alias}
name:*
company:*
owner:*
ip:*
ids:ID1,ID2 (comma separated IDs, no spaces)
common:{segment_alias} + {segment_alias} + ...
tag:*
stage:*
email_sent:EMAIL_ID
email_read:EMAIL_ID
email_queued:EMAIL_ID
email_pending:EMAIL_ID

Live mode

Enable live mode where new contacts are automatically are injected to the top of the segment as they are created.

Live mode
Live mode

Toggle

Toggle Anonymous contacts.

Toggle anonymous contacts

This will display the anonymous contacts. These are the contacts which are not identified by names. If a particular contact visit your website and did not share their details they became anonymous contacts once they share their details then the system will automatically give the information about the number of times the contact has visited your website till sharing their details.

Anonymous contacts

Contacts section helps to identify capture and nurture prospects and help to turn them into opportunity and customers. Contacts section records and store information that can be analysed.

Companies

In case of B2B enterprise it is essential to have contacts in association with companies .Companies may have a single contact or it may have multiple contacts.

Contains information regarding different companies.

The companies section contains the following information.

  1. Company name
  2. Company email
  3. Company website
  4. Score
  5. Contacts
  6. Id

How to create a new company

Step1-Click on companies

How to create companies

Step2 -Click on new.

How to create companies

Step3- Fill the information in the core section.

How to create companies

Fill the information in the professional section.

How to create companies
How to create companies

Step 4

  1. Click on apply
  2. Click on Save & Close

Example of creation of companies

Example of creation of companies

New Companies have been created

Example of creation of companies
Example of creation of companies

Edit companies

How to edit companies

  1. Click on the drop down arrow beside company names.
  2. Click on the edit section.
  3. Company edit details page will get open.
  4. Edit and then click on save and close.
Steps to edit companies
Steps to edit companies
Steps to edit companies

Clone companies

How to clone company.

  1. Select the drop down arrow beside company name.
  2. Click on the clone section.
  3. It will clone the company
Steps to clone a company
Steps to clone a company

Delete companies

Companies can be deleted in two ways.

  1. Deleting all the companies.
  2. Deleting individual companies.
  3. Deleting multiple companies.

Deleting all the companies

Select the checkbox of the top and this will select the entire list of companies and

Then select from the drop-down list and delete to delete all the companies from the list.

Deleting individual companies

Select the checkbox associated with the companies that need to be deleted

and then select from the drop-down list the delete option to delete the company.

Deleting multiple companies

Click on the checkbox associated with the companies that need to be deleted.

Click on the top drop-down arrow.

Select the delete selected option.

Steps to delete all company
Steps to delete all company
Steps to delete individual company
Steps to delete individual company
Delete multiple companies
Delete multiple companies

Segments

What Is a Market Segment?

A market segment is a group of people who share one or more common characteristics, lumped together for marketing purposes. Each market segment is unique, and marketers use various criteria to create a target market for their product or service. Marketing professionals approach each segment differently, after fully understanding the needs, lifestyles, demographics and personality of the target consumer.

Types of market segmentation

  1. Demographic segmentation
  2. Demographic segmentation is one of the simplest and widest types of market segmentation used. Most companies use it to get the right population in using their products. Segmentation generally divides a population based on variables. Thus demographic segmentation too has its own variables such as age, gender, family size, income, occupation, religion, race and nationality.

  3. Behavioural segmentation
  4. This type of market segmentation divides the population on the basis of their behaviour, usage and decision making pattern. The behaviour of a person can captured for example how many person have open an email , how many person have moved to the purchased site and based on the above data segments can be formed.

  5. Psychographic segmentation
  6. Psychographic segmentation is one which uses lifestyle of people, their activities, interests as well as opinions to define a market segment. Psychographic segmentation is quite similar to behavioural segmentation. But psychographic segmentation also takes the psychological aspects of consumer buying behaviour into accounts. These psychological aspects may be consumer’s lifestyle, his social standing as well as his AIO( Activities, interests and opinions).

  7. Geographic segmentation
  8. This type of market segmentation divides people on the basis of geography. Your potential customers will have different needs based on the geography they are located in. Similarly in cold countries, the same company might be marketing for heaters whereas in hot countries, the same company might be targeting air conditioners.

Manage segments

Segments provide ways to easily organize your contacts. These segments can be configured from a variety of fields. 

When viewing all segments you will notice the column on the right which shows the number of contacts matching that particular segment.

Contact segments

Contact segments

Segment Filters

Segments filters

In addition, these filters can be combined to either be inclusive or exclusive depending on your needs.

Segments filters

Once you have selected the field you can then choose the type of operation to perform. These vary depending on the way you wish to filter your contacts.

Filter condition

Filter Condition

If you want to divide your segment based on certain criterion, and you wish to avoid sending duplicate emails to the sub segments, you can view and alter them through typing the alias name of the contact segments separated by '+' only. You can add n contact segments to have their common, but you will always receive the result as the intersection of the subsets. You can then manipulate the contacts to remove them from either one subset or all, hence avoiding duplicate emails to the same leads in the subsets.

Segment division

Segments Division

Matching part of a string

There are 5 filters you can use for matching part of a string - starts with , ends with , contains , like and reg exp. First three filters match strings as you enter it. Like filter is for advanced users - you can specify which type you want to use with % character:

  • My string% is the same as starts with filter with My string value.
  • %My string is the same as ends with filter with My string value.
  • %My string% is the same as contains filter with My string value.
  • My string is the same as contains filter with My string value.

 A few notes for text filters:

  • Starts with, ends with, contains filters were added later than the like one, so you can easily specify what you need now.
  • % character in the middle of the string has no special meaning. Contains filter with my % string will search for a string with % in the middle. The same is true for like filter with %my % string% value. There is no need for escaping this character.
  • CampAct searches for % character in a value for like filter and no modification is performed if at least 1 % is found.

 You can use regular expressions in a regexp filter CampAct recognises all common operators like | for OR ( first string|second string ), character sets ( [0-9] , [a-z0-9] etc.), repetitions ( + , * , ? ) and more. You have to escape special characters with \ if you want to use them as matching character. Learn more about regex at

https://dev.mysql.com/doc/refman/5.7/en/regexp.html. Please note that MySQL (and CampAct) uses POSIX regex, which could behave differently from other types of Regex.

Date options

Date filters allow you to choose a date via Date Picker:

Date Options

However, you can specify much more here. CampAct recognizes relative formats too (these string are not translatable):

  • +1 day (you can also use 1 day ).
  • -2 days (you can also use 2 days ago ).
  • +1 week / -2 weeks / 3 weeks ago.
  • +5 months / -6 months / 7months ago.
  • +1 year / -2 years / 3 years ago.

Example (Consider that today is 2018-03-02 ):

  • Date identified equals -1 week returns all contacts identified on 2018-02-23.
  • Date identified less than -1 week returns all contacts identified before 2018-02-23.
  • Date identified equals -1 months returns all contacts identified on 2018-02-02.
  • Date identified greater or equal -1 year returns all contacts identified 2017-03-02 and after.
  • Date identified greater than -1 year returns all contacts identified after 2017-03-02.

Beside this you can specify your date with text. These formulas are translatable, so make sure you use them in correct format.

  • Birthday / anniversary.
  • Today / tomorrow / yesterday.
  • This week / last week / next week.
  • This month / last month / next month.
  • This year / last year / next year.

Example (Consider that today is 2018-03-02 ):

  • Date identified equals last week returns all contacts identified between 2018-02-26 and 2018-03-04 (Monday to Sunday).
  • Date identified less than last week returns all contacts identified before 2018-02-19.
  • Date identified equals last month returns all contacts identified between 2018-02-01 and 2018-02-28.
  • Date identified greater or equal last year returns all contacts identified 2017-01-01 and after.
  • Date identified greater than last year returns all contacts identified after 2017-12-31.

Once you have created your segment, any applicable contact will be automatically added through the execution of a cron job. This is the essence of segments.

To keep the segments current, create a cron job that executes the following command at the desired interval:

 php /path/to/mautic/app/console mautic:segments:update --env=prod

Through the execution of that command, contacts that match the filters will be added and contacts that no longer match will be removed. Any contacts that were manually added will remain part of the list regardless of filters.

Manual addition

In addition to segments you can also manually add any contact to a list by clicking the preferences button at the segments tab, use the dropdown to select a segment and add the contact to it or click on the x next to a segment in the input field to remove the contact.

Delete all contacts in a segment

Filter the contacts in the segment. The batch delete action in the contact table allows deletion of up to 100 contacts at one time. This is a performance precaution since deleting more contacts at one time could cause issues. This feature can be used for hundreds of contacts.

Delete all contacts in a segments

But deleting thousands of contacts this way in one segment will become a tedious task. Luckily, there is a trick how to let the background workers do the job for you.

  1. Create a simple campaign which has the segment as the source.
  2. Use the Delete contact action.

 This way the CampAct:campaign:update and CampAct:campaign:trigger commands will delete all the contacts in the segment. As well as all the contacts which will be added to the segment in the future. Everything is done automatically in the background. The cron jobs must be configured. However, be aware that when a contact is deleted, there is no way to get it back.

Delete all contacts in a segments

Published and unpublished segments

Published and unpublished segments

Red switch indicates published and green switch indicates unpublished.

How to create a segment

Steps

  1. Click on segments.
  2. Click on new.
  3. Fill the information in the details section
    • Name
    • Alias
    • Description
    • Public segments
    • Published
  4. Define filters if required based on set condition.
  5. Click on save and close.

Setting published and unpublished.

Step1- Click on segments.

How to create a segments

Step2- Click on new.

How to create a segments

Step3-Fill the information in the details tab

How to create a segments

The information under the details tab is as follows

  1. Name
  2. Alias
  3. Description
  4. Public segment
  5. Published

Step4 -Set filter option.

How to create a segments

The information available in the filters tab is as follows .

Choose one from the drop down list and then set the condition and based on the condition it will fetch the data.

Set the public segment field and also set the published field.

Finally click on save and close.

Filter Option

How to create a segments

Example how to create a segment

Creating a segment for the state of North Dakota.

Step1- Fill the information in the details tab.

– Example of creating new segments

Step2-In the filters sections choose the option company and set the condition equals to Konex.

– Example of creating new segments

Step3- Click on save and close

– Example of creating new segments

New segments- New segments has been created

– Example of creating new segments

The segments that contain matching data will be reflected as view contacts (number of contacts).

Click on view contacts corresponding to the segments section.

Example- click on the view contacts section of the SQL stage contacts this will redirect to the contacts page and will display the contacts that is under the sql stage segments.

View contacts

Step1-View contacts.

View contacts

Step2- Redirect to contacts page containing contacts of that particular segments.

View contacts

The contacts under the sql stage segments section.

Filter

The data can be filter using the filter section.

Type the Name or the Alias name of the particular segments in the filter and press enter it will display the data under that name or alias name.

Filtering with name

Filtering with a name

Filtering with Alias name

Filtering with Alias name

How to delete a segment

Click on the checkbox beside name to select all the segments and click on the down arrow and from the list select delete selected to delete the selected checkbox.

Unchecking the box will not select that segment from getting deleted

Delete option 1

Delete segments

Delete option 2

Manually individual segments can be deleted by selecting the corresponding checkbox against the segments and then clicking the delete button.

Delete segments

Segment details

Click on the name of the segments

Segments details

All contacts information

Segments details

This chart will show all the contacts in that segments and the time in which they are added.

CONTACTS IN TABULAR FORM

Segments details

This section will display the contacts in a tabular form.

Segment Detail

Click on the details tab.

Segments details

The details of the segments tab will be displayed.

Segments details

The information in the details tab is as follows.

  1. Created by
  2. Created on
  3. Modified by
  4. Last modified
  5. Id