Guide to Pre-Built Contact Segments

This "Guide to Pre-Built Contact Segments" offers a comprehensive overview of the pre-built segments available within the platform. These segments allow users to easily categorize their contacts based on specific criteria, enabling more personalized outreach and streamlined marketing efforts. Whether you're looking to engage leads, nurture existing customers, or target specific demographics, this guide will help you understand how to utilize these pre-built segments to enhance your marketing strategy and improve overall customer relationship management.

TABLE OF CONTENTS

• What are pre-built segments?
• What’s New in Email Builder?
• Benefits of this
• How to Use

We’re excited to announce a new feature designed to simplify your email marketing efforts: Pre-Built Contact Segments. Now, you can easily target specific groups of contacts when sending or scheduling emails, improving your campaign’s effectiveness with just a few clicks.

What are pre-built segments?

Pre-Built Segments are predefined groups of contacts that allow you to quickly target specific audiences based on their engagement with your emails. Instead of manually sorting through contacts, these segments automatically categorize your audience based on key behaviors, such as recent interactions or lack of engagement.

For example, you can use pre-built segments to:

• Reach contacts who have been actively engaging with your emails in the last 7, 30, or 60 days.
• Target contacts who have interacted with your last 5 email campaigns.
• Re-engage contacts who have not interacted with your recent email campaigns.

By leveraging these pre-built segments, you can ensure your messages are sent to the right audience, making your campaigns more effective and efficient.

What’s New in Email Builder?

You can now select from several pre-built contact segments directly from the send or schedule screen. These segments include:

• Contacts engaged within the last 7, 30, or 60 days.
• Contacts who interacted with your last 5 email campaigns.
• Contacts who did not interact with your last 5 email campaigns.

Engaged contacts are defined as those who have opened or clicked on emails sent through workflows, bulk actions, or email marketing campaigns.
Subscribers is same as contacts

Benefits of this:

• Targeted Messaging: Deliver more relevant content to your most engaged contacts.
• Customer Retention: Create dedicated campaigns to re-engage customers who may be at risk of churning.
• Cost Efficiency: Save time and resources by not sending emails to disengaged users.

How to Use

1. Go to the Email Marketing → Campaigns section.
2. Create a campaign and proceed to the send or schedule screen.
3. In the recipient list, select Pre-Built Segments.
4. Use the drop-down menu to choose your preferred segment.
   
5. Send or schedule your email.

NOTE: The segmentation is done at the time of scheduling, not during execution. We will soon support dynamic segment updates during execution.

Frequently Asked Questions

1. How do I create custom contact segments in addition to the pre-built ones?
To create custom contact segments, navigate to the Contacts section, select "Segments," and then click on "Create Segment." You can set specific criteria based on your needs.

2. Can I modify the criteria of pre-built contact segments?
No, the criteria for pre-built segments are fixed. However, you can create a custom segment that mimics the pre-built one and adjust the criteria to better fit your requirements.

3. How often are the pre-built contact segments updated?
The Pre-built segments is updated at your campaign created date. It locks the list of contacts that we part of the segment criteria during creation/ scheduling. 

4. Is there a limit to the number of custom segments I can create?
There is no specific limit to the number of custom segments you can create, but it’s recommended to keep them organized for better management.

5. Can I use pre-built contact segments for automated workflows?
No, you can utilize pre-built contact segments in your marketing campaigns only, it allows for a more targeted and effective marketing campaigns.