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Lists and segments

Organize your audience into lists and dynamic segments for targeted messaging.

Overview

Lists are static collections of contacts, while segments are dynamic groups that automatically update based on conditions.

Create a segment

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  1. Navigate to Audience > Lists & segments
  2. Click Create new > Create segment
  3. Enter a name for your segment and an optional description
  4. In the Segment definition section, decide if the contacts should match “All” or “Any” of the specified conditions
  5. Apply filters by attributes or condition groups for precise audience targeting
  6. Utilize “and/or” filters to refine your selection further
  7. Preview the matching contacts, and when satisfied, hit the Save Segment button

Create a list

  1. Navigate to Audience > Lists & segments
  2. Click Create new > Create list
  3. Enter a name for your list
  4. Add contacts manually or import from a CSV file
  5. Save your list

Use cases

  • Segments: Target customers based on behavior, demographics, or engagement
  • Lists: Organize contacts for specific campaigns or events
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