Knowledge Base > Contacts > Create Segmentation

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A marketing strategy based on segmentation within the target audience to deliver more tailored messaging for stronger connections. The segmentation can be based on demographics such as geographic location, gender identity, age, or level of formal education. segmentation can also be based on behavior such as purchases made in the past.

You can create new segments without modifying the original contact list.

 

Steps to create segmentation:

  1.  Check and configure information fields for contacts
  2. Create segmentation

Step 1 –  Check and configure information fields for contacts

Segments are based on the information fields that exist in the system, therefore it’s important to check their settings.
Click on the “Little Man” icon at the top of the screen (1), then click on “Fields Settings” (2).

Fields setting

On the “Field settings” screen you can check the field settings, change them and add more fields. More information about editing fields in this guide

Step 2 – Create segmentation

In order to create a new segmentation click on the “Contacts” tab in the main menu bar on the left (1). On the “Common Actions” pane, click on the”Create new segmentation” button (2).
You can also select “Create new segmentation” directly from the main menu bar.

Segmentation

On the “Segmentation” screen, select the segment name, and description (optional).
You can choose which groups type to segment your contacts with:
From all internal groups in the system, from some of the groups, or by an external group (interfacing groups that are synchronized directly to the database).
Once the group type is selected, click on the “Create New Query” button at the bottom right of the screen.

Segmentation

To add more segmentation settings, click on the “Add” button (1) and add more fields to segmentation.
To save the new segment, click “Save and View Contacts” (2).

Segmentation

You can view the segmentation you created on the “Contacts” screen – Entering through the “Contacts” tab in the main menu bar.

Now you can build an email and/or SMS campaign that includes different marketing messages tailored to the different segmentation groups you have built.
how? Create and edit email campaign | Create an SMS Campaign