QuickBooksHelpIntuit
Troubleshooting Advanced Segments
by Intuit• Updated 2 months ago
If you're unable to manage or send to an advanced segment in your audience, there are a few things that could be going on.
In this article, you'll learn what can cause problems with advanced segments, and some tips to help you troubleshoot.
My segment isn't available to send to
- Advanced segments may not be available for your campaign type.
Advanced segments aren't available for automated or RSS emails, which usually involve multiple sends. If your segment isn't properly updated, this could lead to content being delivered to the wrong contacts, or not being delivered at all. If you need to include RSS content in an email that sends to an advanced segment, consider adding your RSS feed content to a regular email.
My segment's contact count seems wrong
There are a couple of different things that can cause you to see a seemingly incorrect contact count in your advanced segments.
- Your any/all logic is set up incorrectly.
Review how your any/all logic is set up in your segment and make sure you've selected the correct logic for your top-level group. For example, if you're using all logic for the top-level group, contacts must meet the conditions for all of the groups in your segment. If there are no contacts who meet those conditions, your count would be zero. - The segment needs to be updated.
When an Advanced Segment is generated, it’ll take a snapshot of the subscribed contacts who meet its conditions at that time. This snapshot won’t capture new subscribed contacts that join the audience and meet the advanced segment conditions. If you want the advanced segment to refresh prior to send time, turn on Finalize your recipients at send time by clicking the Schedule button. - Your contacts don't have the necessary data.
Advanced segments don't always take empty fields into consideration like regular segments do. When you use operators (like is, is not, contains, or does not contain) the system may exclude contacts who don't have data for the field specified in your segment. Learn more about operator logic in advanced segmentation.
I don't see the condition I want to use
You may notice that a condition you want to segment by doesn't appear to be available. Here are a few reasons this might happen.
- The condition isn't available for advanced segments.
Take a look at the advanced segmentation options to see if the condition you want is available. If you need to use a condition that isn't available in advanced segments, create a regular segment that uses the condition you need, then create a tag for all the contacts in that segment. When you build your advanced segment, choose the tag you created as one of your conditions. - You're trying to segment by something new in your account.
It can take some time for changes in your account to appear in your segmenting options, like a new integration or a recently sent email. We recommend you allow up to two hours for recent data changes to become available as segmenting criteria. - You don't have the necessary data in your account.
The segmenting options you see depend on what data is available to you in your account and in your audience. For example, if you don't have groups set up in your audience, you won't see the option to segment by group.
My segment is taking too long to generate or failed to generate
Sometimes, the way your segment is set up can cause it to take a long time to generate, or not generate at all. Here are a few things to look for.
- Your top-level group doesn't contain conditions.
If your segment only contains conditions in sub-groups and not in the top-level group, it may fail to generate. It's almost always possible to move at least one condition into your top-level group, and keep the outcome of your segment the same. Take a look at how your advanced segment is structured and determine which conditions could be moved into your top-level group. - One of your conditions is blank or incomplete.
If your segment contains a condition that doesn't specify the necessary criteria, you'll receive an error message that your segment failed to generate. For example, if you include a condition for Email Address > contains but don't specify what it should contain, you'll get an error message when you attempt to run your segment. Edit your segment to correct any errors, then attempt to re-run your segment. - Your conditions use field-related data.
Conditions that use audience field data are more complex for our system to process, so segments that contain multiple field-related conditions will take longer to generate. To reduce the time your segment takes to generate, consider other condition types that don't require audience field data. Take a look at All the Segmenting Options to see what's available to you or learn more about advanced segments. - Your segment contains too many conditions.
Each condition in your segment requires our system to reference data in your account, so the more conditions you include in your segment, the longer it takes to generate. Complex segments can often be simplified to combine conditions or eliminate unnecessary conditions, which should reduce the time it takes to generate.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Create and Send a Regular Emailby QuickBooks•Updated August 19, 2024
- Getting Started with Segmentsby QuickBooks•Updated 6 days ago
- Manage an Advanced Segmentby QuickBooks•Updated September 04, 2024
- About Advanced Segmentationby QuickBooks•Updated September 04, 2024