We should be able to have more than one criteria of each type to create a segment (i.e. I should be able to create a segment that targets people who meet BOTH of these criteria: were sent any of the last 5 campaigns AND Opened one of the last 10 campaigns.
Nov 22, 2022 8:21:50 AM
We’re updating the status of this idea to Under Consideration while we look into adding NOT and IS BLANK operators into segment creation. This would allow for more flexible uses of segments. There will be other criteria considered, so we still encourage everyone to share their desired segment use cases below in the comments. We will keep this thread updated with progress, it will likely still take some time before we’re able to fully tackle this one.
@TachinaR Thank you for your feedback and we are glad you like the feature and find it useful. As for your questions you are able to export the segmented list as well as create a list from the segment. If you click on the three dots to the right of your segment it will bring up an option menu with a number of different options for you and adding to a list and export are both options. This is a knowledge base article that shows you how to add a defined list segment to a contact list. As for your third question about being able to click on a contact record from within the segment I understand how this would be useful and will bring this idea up to the product owners.
Hey @COS55331, thanks for your feedback!
With how the contacts information is stored in your account, the street address would also include the unique house number and then the street name. Are you keeping the street names in a separate custom field or are you wanting segments to be able to pull the street name from the Street Address?
Hey @CarlyleM9, thanks for your feedback! Being able to add an additional criteria would be very useful. I've opened this request for voting!
@JulieL34 Thank you for the feedback about the ability to see more contact field data without the need to click into the record and how useful it would be to have a better option to print the information. I can see how this would be useful. The team is always looking for this type of feedback to give the users a better experience so please continue to provide it.
Hi CC: Your Contact Segments feature needs an "Activity" if this + that function (a second dropdown, perhaps). I want to choose: Contacts that "Opened" but did not click the RSVP widget we used. For some reason, the segment "Did not click" does not cover RSVP activity, perhaps b/c other things are clickable in the email (like the header or footer). The un-captured contacts must have clicked something in the email, but did not RSVP. This is perhaps an oversight in how the RSVP widget functions with segments — however a VERY important one if our firm wants to use this for client outreach. Thankfully this was internal, but would have been a nightmare if dealing with 1000's of contacts. I wouldn't want to create a new user list just for the un-captured RSVP'ers.
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