Day 6 | Build "Searchable" Strategic Segments

So far, you’ve been “schooled” on lists, tags and custom fields. Way to go!

Now, we’re going to combine those tools to build strategic segments. :hammer_and_wrench:

Segmentation allows businesses to better understand their audience and tailor their marketing strategies for the best experiences.

This is not something you should gloss over! :warning:

Imagine you run an online education platform that offers a variety of courses in different fields—technology, business, arts, etc.

You create a single, broad marketing campaign promoting “a wide range of online courses.” The message is general and does not address the diverse needs of potential learners.

Instead, you segment your target audience based on their learning goals and preferences: Those changing their careers, young professionals, students, and so on.

By targeting each segment with tailored messages, you address their specific needs and interests more effectively. And bam— just like that your courses are getting some traction! :boom:

And even better, you can tailor your messaging to specific groups of contacts over and over in new campaigns for repeated wins!

Using our “And” and “Or” logic, you’re able to combine nearly unlimited conditions until you’ve narrowed your list to the exact contacts you are looking for. Let’s put this to use in our Task of the Day below.

Day 6 - Task of the Day:

In today’s Task of the Day, run an advanced search in the contact section to familiarize yourself with the conditions. See if it captures any contacts that you can save as a segment.

  1. From the Contacts overview page, click the “Search Contacts” field.
  2. Click the “Advanced Search” option.

Advanced_Search_option_in_the_Search_bar.png

  1. The segment builder will appear at the top of the page. Begin creating your condition by clicking the left-most field that says “(Select a condition…).” This will display a dropdown of condition categories:

Select_a_condition_field.png

  1. Click any category listed to display its conditions, then select the desired search condition by clicking it. In this example, we want to see how many contacts have the “Engaged” tag in our account. To do that, we’re going to use the “Tag” condition listed under the “Contact Details” Category.

Example_of_clicking_into_Contact_Details_then_Tag.png

  1. Depending on the search condition you select, you may or may not need to choose an operator when defining your own search criteria. To choose an operator, click the middle field and click the operator you would like to use.

Continuing with our example, we’re presented with two operators to choose from— “Exists” and “Does not exist.” Since we want to know how many contacts have the “Engaged” tag, we’re going to choose the “Exists” operator by clicking it.

In_the_second_field__click_the_Exists_option.png

  1. As the final step to creating your first search, you’ll need to provide a value for your search condition. Click the field that appears to the right of the condition you’ve selected and click one of the options listed.

In_the_third_field__click_the_desired_tag__in_this_example_we_are_choosing_engaged.png

To add another condition, click "+ Add another condition.” This will display another row to define another condition. Note that there is a toggle to specify whether the additional condition is added with “And” or “Or” logic:

After_you_click_add_another_condition__another_row_will_appear_to_define_another_condition.png

Using “And” logic would combine the conditions so that only contacts who match both conditions would match.

Using “Or” logic would display contacts that match either condition.

You also have the option to create Segment Groups. With Segment Groups you can combine multi-dimensional conditions with “And” and “Or” logic.

  1. When you’ve finished defining your search condition(s), click the “Search” button. Contacts who meet the search conditions you defined will be listed on the Contacts page.

To save an advanced search you just created:

  1. Click the search field where it says “(X condition set).”

Example_search_field_with_2_condition_set.png

  1. Click the “Save as Search” option.

Save_as_Search_button.png

  1. A “Name this search” modal will appear. Type the name of the search into the field provided and click “Save.”

Type_in_the_name_of_the_search_then_click_save.png

Give your saved search a descriptive name

Descriptive names will help you remember what the saved search is and which contacts should be included.

The next time you click into the search field, you’ll see an option for “Saved Searches.” Clicking it will display a modal with the names of your saved searches listed. Clicking on the name of a saved search will display the matching contacts.

Saved_Searches_option_in_the_Search_field.png