Create Segment by Filters

Creating a segment by filters allows saving a combination of client selection conditions for quick access and use in mailings. This instruction will show how to create a segment based on filters for further work with a client group.

When It Will Be Useful

  • You need to regularly work with the same group of clients.
  • You want to save complex selection conditions for quick access.
  • You need to create target client groups for marketing campaigns.
  • You want to organize clients by different criteria for analysis.

What's Important to Know

  • Segment — saved combination of filters for selecting a client group.
  • Segments can be used for quick client selection and creating mailings.
  • You can create several segments with different selection conditions.
  • Segments can be available only to you or to the entire team.

Before You Start

  • You are logged in with integrator rights.
  • You have navigated to the BroadcastUsers module through the menu Apps -> BroadcastUsers.
  • You have determined client selection conditions for the segment.

Step-by-Step Instructions

  1. In the BroadcastUsers module, configure filters to select needed clients:
    • Select tags, channels, subscription statuses, and other criteria.
    • Verify that the list of filtered clients matches your requirements.
  2. Find the "Save Segment" or "Create Segment" button (usually located near the filters).
  3. In the segment creation dialog:
    • Enter the segment name — choose a clear name that describes the client group.
    • Add a description (optional) — additional notes about the segment's purpose.
    • Configure availability — select whether the segment will be available only to you or to the team.
  4. Verify that all filters are saved correctly.
  5. Click the "Create" or "Save" button — the segment is created and appears in the list of available segments.

What Happens After

The segment is created and saves all filtering conditions. You can use it for quick client selection and creating mailings without reconfiguring filters.

How to Verify Everything Worked

  • Check that the segment appeared in the list of available segments.
  • Select the segment and verify that clients are filtered correctly.
  • Check that all filtering conditions are saved correctly.

Other Ways

  • You can edit or delete created segments.
  • Use segments for automatic client selection in mailings.
  • Some systems allow exporting clients from a segment to a file.