New Segments Experience

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Introducing the New Segments Experience

The September 2024 update to ActiveCampaign introduces the New Segments Experience, a major enhancement to how users create, manage, and deploy audience segments across their marketing and sales workflows. This redesigned experience integrates advanced functionality, deeper AI-powered support, improved UI organization, and seamless usability across campaigns and automations.

This upgrade modernizes how segments are created, applied, and reused, enabling teams to deliver personalized customer experiences with greater speed and precision. Whether you're managing subscribers for email marketing or targeting a niche customer profile in a multichannel campaign, the new segments structure empowers you to stay organized, act faster, and hit your marketing goals more effectively.

How to Access the New Segments Experience

The New Segments Experience is automatically available to all ActiveCampaign users from September 2024 onward. To begin using it:

1. Log in to your ActiveCampaign account.
2. Click on the Contacts section from the main dashboard.
3. Navigate to the Segments tab in the sub-navigation.
4. View the updated interface showcasing a new centralized segments overview page, which includes your newly converted segments.

Legacy list-based segments are maintained under Lists but can be migrated to the new experience with just a few clicks (see instructions below).

Step-by-Step Instructions

Converting Legacy Segments to the New Experience

Follow these steps to transition your existing segments into the new structure and take full advantage of the improved functionality:

1. From your main dashboard, go to the Contacts section.
2. Click on the Lists tab in the sub-navigation.
3. Select existing segments you wish to convert.
4. Click the Convert to Segment button.
5. Once converted, go to the Segments tab to access your newly migrated segments.

Segments stored in the new system will now appear in the centralized overview page and be available in the Saved Segment Library for easy reuse.

Creating and Applying Segments

The enhanced workflow now includes more intuitive and flexible ways to target audiences:

• Within the campaign builder, use Simplified recipient selection to choose audiences based on:

 * List(s)
 * Saved segments
 * Tags

• For ad-hoc targeting, apply One-time custom conditions directly during campaign setup. These custom definitions do not need to be stored as permanent segments.

• To avoid repetitive manual work, access the Saved Segment Library and apply previously defined segments across campaigns, emails, or automations.

Configuration Options and Settings

The following updated capabilities are central to customizing your segmentation strategy:

• Segments Overview Page – Shows all active and total contacts associated with each segment, enabling faster browsing and management of defined audiences.
• Saved Segment Library – Store and retrieve key segment definitions for repeated use across different areas of the platform.
• AI-Suggested Segments – The system automatically generates three targeted segments based on observed contact behavior and historical data, saving time on manual research.
• Simplified Recipient Selection – Enables filtering by lists, saved segments, or tags directly from campaign workflows.
• One-Time Custom Conditions – Let you define targeting parameters on the fly for single-use messages without saving them as permanent segments.

Each of these can be configured or executed inline during campaign creation or from the dedicated Segments management area.

Best Practices and Tips

• **Convert legacy segments early** – Migrating to the new segments overview gives access to more powerful filtering and management tools.
• **Use AI suggestions as a starting point** – Let ActiveCampaign's intelligence help you uncover high-value segments you may have overlooked.
• **Minimize segment clutter** – Use One-time custom conditions when you're sending to non-repeat audiences to avoid bloating your segment library.
• **Name and organize your segments clearly** – The overview page is more effective when your segment names are descriptive and grouped by use case or campaign type.
• **Rely on the Saved Segment Library** – For recurring outreach (e.g., newsletters, re-engagement, cross-sell), reuse proven segment strategies instead of recreating them from scratch.

Common Use Cases with Examples

Here are some examples of how marketers and sales teams can leverage the new segments experience:

1. Re-engagement Campaigns

• • Use case:** Target contacts who haven’t opened emails in the last 90 days.
  • Action:** Create a segment using last engagement behavior and reuse it seasonally from the Saved Segment Library.

2. AI-Suggested Targeting

• • Use case:** Launch a campaign tailored to highly engaged users based on historical open/click behavior.
  • Action:** Apply one of the automatically surfaced AI-suggested segments to accelerate the campaign build process.

3. One-Off Promotions

• • Use case:** Offer a limited-time discount to a curated group of event attendees.
  • Action:** Apply One-time custom conditions during campaign setup filtering by tag or behavior, without saving it as a segment.

4. High-Volume Newsletter Segmentation

• • Use case:** Send different content variants to contacts segmented by geographic region.
  • Action:** Create those filters as reusable segments and access them each week from the Saved Segment Library.

Troubleshooting

While the New Segments Experience is designed for ease of use, here are some common issues and their resolutions:

• **Converted segments not appearing in the Segments tab:**

 Double-check that segments have been properly selected during conversion and that the Convert to Segment button was clicked.

• **AI-Suggested Segments not showing up:**

 AI recommendations may take time depending on the volume of contact engagement data. Ensure your account has recent campaign/activity history for best results.

• **Overlap between Saved Segments and Lists:**

 Avoid creating segments that duplicate existing list structures. Instead, use tags or advanced conditions to create more granular targeting.

• **Inconsistent recipient counts:**

 The Segments Overview Page displays both active and total contacts, which may vary based on automation statuses or updated list membership.

Related Features

The following platform features complement or integrate with the New Segments Experience:

• Learn more about 2024 Release Notes
• View platform-wide enhancements via ActiveCampaign Release Notes
• See how segmentation fits into your broader strategy with Marketing Automation
• Explore relevant guides:

 * Get started with segments in ActiveCampaign
 * Manage saved segments
 * Convert your legacy list segments to the new segments experience
 * Create and send a campaign

Frequently Asked Questions (FAQ)

What is the New Segments Experience in ActiveCampaign?

It’s a rebuilt interface and functionality for creating and managing contact segments. It includes AI-powered insights, a centralized overview dashboard, saved segment libraries, and new workflows for quicker targeting.

How do I access the New Segments Experience?

Go to the Contacts section, then click the Segments tab. If you're using legacy list-based segments, you can convert them using the Convert to Segment button under the Lists view.

Can I still use old segments created under Lists?

Yes, but for full feature access, converting them to the New Segments Experience is recommended. Once converted, they’ll show up in the new overview and library.

Are AI-suggested segments customizable?

At the moment, AI-suggested segments are generated automatically based on system intelligence. You cannot customize how these are generated, but you may modify or clone them after generation.

What happens if I use a one-time condition frequently?

If you're finding yourself reusing the same custom audience multiple times, consider saving it to the Saved Segment Library for quicker access and consistency.

Is the new experience compatible with automations?

Yes. Segments created in the new experience can be applied to campaigns and automations alike, improving your ability to repurpose targeting logic.

Is the upgrade free?

Yes. The New Segments Experience is available to all ActiveCampaign customers as of the September 2024 update, at no additional cost.

Summary

With enhanced usability, built-in AI insights, and seamless integration across campaigns and automations, the New Segments Experience marks a significant leap forward for ActiveCampaign users aiming to achieve more targeted and efficient marketing. Whether you're nurturing leads across channels or reactivating lapsed customers, this upgrade gives you the tools to deliver personalized connections at scale.

For more details and advanced guides, see ActiveCampaign Release Notes or return to 2024 Release Notes.