Creating Segments

In this section, you will learn how to add segments and import custom list via CSV file into Static segment

Adding a Segment

To add a Segment:

1. Go to Segments under the Members module

2. Click ADD SEGMENT in the top right cornet

3. Choose whether it's Dynamic or Static segment

Dynamic segment - Segment automatically recalculates based on applied conditions.

Static segment - Segment based on an imported CSV file with a list of members

1. Fill in all required fields

2. Click ADD CONDITION

3. Activate Segment (switch status to Active)

4. Click ADD SEGMENT

Multiple conditions (AND vs OR)

+ 'AND' Condition - the member ends up in the segment once they meet all the conditions (Member is added to the segment when fulfilling Condition-1 AND Condition-2).

+ 'OR' Condition - the member ends up in the segment once they meet one of the conditions (Member is added to the segment when fulfilling Condition-1 OR Condition-2).

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Importing Custom Member List via CSV file to Static segment

To import your custom member list via CSV file, you need to:

1. Create a Static segment (steps under Adding a Segment)

2. Click IMPORT .CSV (limit of customers is 500k)

1. Select the Identification factor that you will use in the file.

1. Import the file with the identification factor you selected in the previous step.

After uploading the file, you will see the import status under the Imports/Exports in the Admin Panel. After around 10 minutes, your segment should be updated with new records.

• Please note that if you want to update the current list, the new file will replace the existing data. Therefore, to retain the initial member list for this segment, you need to include them in the new file as well.

• Before uploading the file, remember to Activate the segment beforehand.