Manage an Advanced Segment

Use advanced segmentation to send specific email content to contacts who meet precise conditions. You'll use data from your audience to create nested segments with and/or logic.

Here’s an example:You want to market to everyone who lives in Atlanta, has opened an email in the last 30 days, has a specific tag you applied, has purchased something from your store, and is of a certain age. An advanced segment makes it possible to find those people.

In this article, you'll learn how to create, update, and delete an advanced segment in your audience.

Before you start

Here are some things to know.

• This feature is included with the Standard plan or higher.
• Make sure you're familiar with regular segmentation and advanced segmentation.
• Changes you make in your account, such as audience updates or a new integration, take time to transfer over to your advanced segments. We recommend that you wait at least 2 hours to allow new information to populate in the advanced segment database.
• For more on how advanced segments are structured, take a look at Understanding Advanced Segmentation Logic.
• Advanced segments are unavailable in automations.

Create an advanced segment

To create an advanced segment, follow these steps.

1. Click Audience, then click Segments.
2. If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
3. Click Create advanced Segment.
4. Click the Filter drop-down and choose the types of contacts you want to include in your segment: Subscribed, Unsubscribed, Non subscribed, or Cleaned.
5. Use the three horizontal dots next to Segment Filters to select the logic that will apply to all the conditions and condition groups in your segment.
   • Select and if you want to find contacts who meet all of the conditions and condition groups in your segment.
   • Select or if you want to find contacts who meet one or more of the conditions and condition groups in your segment.
     
     For this example, we’ll select and to find contacts who meet all of our conditions. Note that the remaining steps will be slightly different when “or” logic is applied as the segment’s top-level logic.
6. Click the Select or search a filter drop-down to add a condition. Then use the condition-specific drop-downs to customize it. To add more conditions to the condition group, click Add “or.”
   • To delete individual conditions, click the X icon next to the condition you want to delete.
   • You can duplicate a condition by clicking on the three vertical dots then selecting Duplicate filter.
7. To add another condition group to the segment, click Add “and,” then repeat step 6.
8. As you build your segment, click Review segment to see the number of contacts who match your current conditions. A segment name is required to review the segment, so in the Name your segment modal, enter your text into the field and click Review segment.
9. When you're done, click Use segment.

Your segments will display in the contact table and on the Advanced Segments tab in your audience's Segments page.

Conditions that include text fields work like tags. You can assign Any or All logic to the terms in the text field to allow you to combine similar criteria in one condition.

Update an advanced segment

Refresh an advanced segment to update its contact count. Advanced segments automatically update when you choose them in the email builder, but you can also manually update them from the Segments page at any time.

To manually update an advanced segment from Segments page, follow these steps.

1. Click Audience, then click Segments.
2. If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
3. On the Advanced Segments tab, click the drop-down for the segment you want to work with.
4. Click Re-run to update the segment.
   

Delete an advanced segment

To delete your advanced segment, follow these steps.

1. Click Audience, then click Segments.
2. If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
3. On the Advanced Segments tab, check the box next to one or more segments you want to delete.
4. Click Delete.
5. In the Are you sure? pop-up modal, click Delete to confirm.