Multi select segmentation

```mediawiki Navigation: Main_Page > Contacts > Segmentation > multi-select segmentation

How to use multi-select segmentation

ActiveCampaign's multi-select segmentation is a powerful tool that enables users to define specific criteria for selecting contacts based on complex tagging conditions. With this feature, you can efficiently create segments by selecting combinations of a single data type—specifically, Tags—without needing to set each item as an individual segment condition. This not only streamlines the process but also enhances segmentation capabilities, allowing for more targeted marketing efforts.

Importance of Multi-Select Segmentation

Effective segmentation is crucial for tailoring messages and campaigns to different audiences. By utilizing multi-select segmentation, marketers can pinpoint exactly which contacts fulfill particular criteria, ensuring that communications are relevant and engaging.

How to Access Multi-Select Segmentation

To utilize multi-select segmentation in ActiveCampaign, navigate to any supported segment builder. This can typically be found in:

- **Advanced Search** - **Automations** - **Campaigns** - **Lists**

Please note that multi-select segmentation features are available for the following ActiveCampaign plans: Starter, Plus, Pro, and Enterprise. Additionally, the feature for multi-select conditions is only available for Tags.

Step-by-Step Instructions

To create a segment using multi-select segmentation, follow these straightforward steps:

1. From a supported segment builder, select a multi-select segment condition that you wish to use.
2. Upon selection, you will be prompted with a list of multi-select operators to specify your segmentation criteria:

  * Matches all of
  * Matches any of
  * Matches none of

1. Click on the operators you want to include in your segment. The selected operators will be indicated with a blue check mark.
2. Finally, depending on the segment builder you are using, click on either Next or Search to finalize the segment.

Configuration Options and Settings

Multi-select segmentation supports various operators that determine how contacts are selected based on their tags. Below are the primary operators you can implement:

• Matches all of: Select this operator to find contacts who have all of the specified tags (functioning as an AND operation).
• Matches any of: Choose this to find contacts who have at least one of the specified tags (functioning as an OR operation).
• Matches none of: This operator is utilized to find contacts who do not match any of the specified tags.
• Every: This ensures that contacts selected match all available options, including any new options added after the condition was saved.
• At least one: Select contacts that match any one or more of the available options as a general overview of contact to list relationships.

Best Practices

To maximize the effectiveness of multi-select segmentation:

• Clearly define the goals of your segmentation to ensure that you are targeting the right audience.
• Regularly review and update your tags to maintain accurate contact profiles.
• Test different combinations of segment conditions to discover the most effective targeting strategies.
• Keep your segments manageable; over-segmenting may lead to confusion when analyzing results.

Common Use Cases with Examples

Utilizing multi-select segmentation can facilitate numerous strategic marketing initiatives:

• **Targeting Engaged Contacts**: For example, segment contacts tagged as 'engaged', 'champion', and 'new' together to create a focused marketing list that receives tailored content.
• **Avoiding Unsubscribed Contacts**: Create a segment for contacts who do not match any unsubscribed tags, ensuring outreach efforts are made solely to active contacts.

Troubleshooting Multi-Select Segmentation

If you encounter issues while using multi-select segmentation:

• Ensure you are utilizing a supported segment builder that includes the multi-select options.
• Double-check that the tags you are attempting to segment by are correctly assigned to your contacts.
• If the segment does not yield expected results, review the selected operators to confirm they align correctly with your intended audience.

Related Features

For further information on creating effective segments, consider reviewing the documentation on Segmentation and the broader capabilities of Contacts.

Frequently Asked Questions (FAQ)

1. What types of conditions support multi-select segmentation?

Multi-select segmentation is currently available for tagging conditions exclusively.

1. Can I use multi-select segmentation with other data types?

As of now, multi-select segmentation is only supported for Tags.

1. What plans include multi-select segmentation?

This feature is available in the Starter, Plus, Pro, and Enterprise plans.

1. How is every different from at least one in multi-select operators?

The every operator matches contacts according to all available options, while at least one looks for contacts matching any one of the selected options.

1. What happens if I don’t see the multi-select options?

Make sure you are in a segment builder that supports this feature and that you have the relevant permissions and plan type.

1. Can I create segments based on custom fields using multi-select?

No, multi-select segmentation is only applicable to tag conditions.

1. Is it possible to undo a multi-select operation?

Currently, once you have created the segment and saved it, you would need to manually adjust or recreate the segment to change the selections.

For more detailed insights, refer to related articles in the ActiveCampaign documentation. ```