Manage saved segments

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Manage Saved Segments

In ActiveCampaign, managing your saved segments is essential for efficiently organizing and targeting your contact lists. The Manage Saved Segments feature allows users to create, edit, and delete segments to better tailor their marketing efforts. This feature is especially useful as it helps streamline contact segmentation based on various criteria, thereby enhancing communication strategies and optimizing outreach.

As of September 30, 2024, the segment experience has been updated, allowing users to manage segments on the new Segments Overview page. Existing legacy list segments from the older system under Contacts > Lists > Segments are ready to be converted to this new format.

This article will guide you through how to manage your saved segments on the Segments Overview page.

How to Access This Feature

To access the Segments Overview page where you can manage your saved segments, follow these steps:

1. Click on Contacts in the main navigation menu.
2. Select Segments from the dropdown options.

Once on the Segments Overview page, you will see a layout displaying various aspects of your saved segments.

Step-by-Step Instructions

Creating a Segment

To create a new segment:

1. Navigate to the Segments Overview page as detailed above.
2. Click the Create a Segment button.
3. Set up your segment conditions as per your requirements.
4. Once done, save your new segment.

Editing a Segment

To edit an existing segment:

1. Go to the Segments Overview page.
2. Click the segment name you wish to edit or click the Edit button found on the right of the segment listing.
3. Make the necessary modifications using the dropdowns in the segment builder to change segmenting options.
4. You can add additional conditions by clicking Add another condition or create new segment groups by selecting Add New Segment Group.
5. When finished, click the Save button to save your changes.

Deleting a Segment

To delete a segment, note that this action cannot be undone:

1. Access the Segments Overview page.
2. Click the arrow next to the Edit button for the segment you want to delete.
3. Select Delete from the dropdown menu.
4. Confirm the action by clicking OK.

Configuration Options and Settings

The following elements are available on the Segments Overview page:

• Filters: Use these to refine your view of segments.
• Segment Name: Displays the name of each segment.
• Segment Description: Provides a brief overview of what the segment is about.
• AI-suggested segment example: Notable segments generated by AI based on user activity and trends.
• Contact counts: Lists the number of active and total contacts within each segment.

 * Active Contacts: Contacts subscribed to at least one list meeting segment conditions.
 * Total Contacts: All contacts meeting segment conditions, regardless of their list status.

• Last Refreshed date: Indicates when the segment data was last updated.
• Refresh button: Users can manually refresh contact counts with this button.
• Last Edited Date: Displays when the segment was last modified.
• Edit and Delete functions allow management of segments.

Best Practices and Tips

• Regularly review and update your segments to ensure they reflect the most relevant criteria for your audience.
• Utilize the AI-suggested segments to gain insights and ideas for new segment configurations that cater to current trends and user behaviors.
• Always back up essential information before deleting a segment, as this action cannot be reversed.
• Consider establishing a naming convention for segments to make them easier to retrieve and identify.

Common Use Cases

1. **Targeted Campaigns**: Create segments based on specific criteria such as demographics or behaviors to send tailored campaigns. 2. **Re-engagement Strategies**: Identify segments of contacts who haven't interacted in a while and target them with win-back campaigns. 3. **New Product Launches**: Segment users based on their previous purchases or interests to promote relevant new products.

Troubleshooting

If you encounter issues managing segments:

• Ensure you are logged into the correct ActiveCampaign account with permissions to edit segments.
• If your segments do not appear, check if any filters are applied that might be hiding them.
• For slow loading pages, consider refreshing your browser or checking your internet connection.

Related Features

For additional information, you may also want to explore:

• Contacts
• Segmentation in Automations
• Tags

FAQ

Q1: Can I recover a deleted segment? A1: No, once a segment is deleted, that action cannot be undone, and the segment cannot be recovered.

Q2: How are the AI-suggested segments created? A2: AI-suggested segments are generated based on your user activity, behavior, and industry trends to help you find relevant contacts.

Q3: What do the active contact and total contact counts represent? A3: Active Contacts refers to those subscribed to at least one list meeting the segment conditions, while Total Contacts includes all contacts that meet the segment conditions, regardless of their list status.

Q4: How often is the contact count updated? A4: Contact counts are updated based on the Last Refreshed date, and you can trigger a manual refresh using the Refresh button.

Q5: What happens if I lose access to my ActiveCampaign account? A5: If you lose access, you will need to contact ActiveCampaign support to regain access.

Q6: Is there a limit to how many segments I can create? A6: There is no defined limit to the number of segments you can create, but managing a large number of segments may require organization.

Q7: Where can I learn more about the conversion from legacy segments? A7: You can learn about converting legacy segments to the updated segments experience in the guidance provided in the ActiveCampaign support documentation.

For further assistance, refer to the ActiveCampaign support documentation or contact customer support. ```