Convert your legacy list segments to the new segments experience

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Convert your legacy list segments to the new segments experience

Introduction

The process of converting your legacy list segments to the new segments experience is crucial for managing your contact data effectively in ActiveCampaign. As of September 30, 2024, the old list-based segment structure has been deprecated in favor of a more streamlined and intuitive segments experience that is now accessible from the Segments Overview page. This change allows users to manage segments more efficiently and utilize fewer segments more frequently. The ability to convert legacy segments ensures that you continue to leverage your existing data while adhering to the updated system.

How to Access This Feature

To access the feature for converting legacy list segments, navigate to the **Contacts** section within the ActiveCampaign dashboard. From there, you will be guided through the necessary steps to access and convert your legacy list segments.

Step-by-Step Instructions

Follow these detailed steps to convert your legacy list segments:

1. Click **Contacts** in the left menu.
2. Select **Lists** from the dropdown that appears.
3. Click the down caret next to any list to reveal more options, then select **Segments**.
4. Locate the segment you wish to convert and click on it.
5. In the opened **List Segments** window, click the **Convert to Segment** button.
6. In the **Convert to Segment** modal, fill in the requested fields with the necessary information.
7. Finally, click the **Convert** button to complete the process.

Once converted, the segment will be saved and accessible on the **Segments Overview** page.

Configuration Options and Settings

While converting your legacy segments, there are several important configuration options to consider:

• **Convert to Segment**: This button initiates the conversion process.
• **Convert to Segment Modal**: This window where you input the required fields allows you to specify how the segment should be structured in the new format.

If you want to hide old, unused legacy list segments, you can do so by modifying your **Advanced Settings**.

Best Practices and Tips

When transitioning to the new segments experience, it's recommended to focus on creating fewer segments that are utilized more frequently. Having a refined set of segments allows for better organization and management of your contacts.

Additionally, regularly review and convert any legacy segments that are actively used in your campaigns to maintain continuity and effectiveness.

Common Use Cases with Examples

1. **Updating Event Segments**: If you have segments based on past event attendance, these can be easily converted to track engagement for future events. 2. **Targeted Marketing Campaigns**: By converting legacy segments tied to specific campaigns, you can enhance your targeted marketing efforts, ensuring that you reach the right audience with the right message.

Troubleshooting

If you encounter issues during the conversion process, consider the following solutions:

• Ensure that you are selecting the correct segment from the **Segments** page.
• Double-check that all required fields in the **Convert to Segment** modal are filled out correctly.
• If the **Convert** button is unresponsive, try refreshing the page or clearing your browser cache.

Related Features

For more information on how segments function within ActiveCampaign, refer to the documentation on Segments. Each segment's capability improves your ability to reach clients effectively, thus enhancing your overall marketing strategy.

FAQ

Q1: What happens to my legacy segments after conversion? A1: Once converted, legacy segments will be saved in the new segments overview and utilized in the updated system.

Q2: Can I bulk delete multiple legacy list segments? A2: No, bulk deletion is not supported; however, you can hide them in your settings.

Q3: How do I hide unused legacy list segments? A3: Navigate to **Settings** > **Advanced**, then toggle the **Show/hide List segments** option off.

Q4: Is there a limit to the number of segments I can create? A4: While there is no explicit limit, it's advisable to keep segments to a minimum for efficiency.

Q5: What browsers are recommended for the best experience? A5: ActiveCampaign works best on the latest versions of browsers like Chrome, Firefox, and Edge.

Q6: Can I revert a segment back to legacy status after conversion? A6: No, segments once converted cannot be reverted to legacy status.

Q7: How do I learn more about segment capabilities? A7: You can learn more about segments and their capabilities by accessing the relevant documentation on Segments.

By converting your legacy list segments to the new segments experience, you can utilize the full potential of ActiveCampaign's features to enhance your marketing strategy and maintain effective contact management. ```