Segments agent

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Active Intelligence: Segments agent (Beta) Release

Introduction

The Segments agent within ActiveCampaign’s Active Intelligence feature represents a groundbreaking approach to audience segmentation. Launched in beta, this feature allows users to create audience segments by employing natural language prompts rather than the traditional method of manually configuring complex conditions. This capability is significant as it simplifies the process of audience targeting, making it accessible to users without extensive technical expertise.

With the Segments agent, marketers can significantly reduce the time spent on segment creation, enabling quicker insights and more efficient campaign execution. This article delves into how to access the Segments agent, detailed step-by-step instructions, configuration options, best practices, common use cases, troubleshooting, and frequently asked questions.

How to Access the Segments Agent

To access the Segments agent, follow these straightforward steps:

1. Log in to your ActiveCampaign account. 2. Locate the Active Intelligence icon within your account dashboard. 3. Click on the icon to start utilizing the Segments agent.

If you find a message stating that Active Intelligence is unavailable, you may request access by commenting on the ActiveCampaign community post with your ActiveCampaign account URL.

Step-by-Step Instructions

The Segments agent utilizes natural language to facilitate segment creation. Here’s how to use this feature effectively:

1. **Open the Segments agent**: After accessing the Segments agent, you will be prompted to enter your instructions.

2. **Input your natural language prompt**: Describe the segment you want to create in simple terms. For example:

  - "Create a segment for contacts who have opened my last email."
  - "Find contacts who bought shoes last month but haven’t made another purchase."

3. **Review and edit segments**: The Segments agent will generate the segment based on your input. If adjustments are needed, you can modify your request directly.

4. **Save your segment**: Once satisfied with the segment, ensure you save it for future use.

5. **Retrieve saved segments**: Utilize the prompts to retrieve any segments you have previously created or saved.

Using this approach, you can create and manage audience segments without needing to dive into segmentation logic or operator complexities.

Configuration Options

The Segments agent offers several intuitive options and configurations to make the segment creation process straightforward:

- **Audience Segments**: You can create segments based on various criteria by simply describing them in natural language. - **Edit and Refine Segments**: Modify segments without starting from scratch; just ask for specific changes. - **Saving Segments**: Store segments for ongoing campaigns or future reference.

These configuration options emphasize the ease and flexibility of the Segments agent, promoting a user-friendly experience.

Best Practices

To maximize the benefits of the Segments agent, consider these best practices:

- **Be specific in your prompts**: The more detailed your language, the better the Segments agent can understand and create your segments. - **Iterate often**: Use the prompt features to refine your segments as you learn more about your audience's behavior. - **Experiment with different prompts**: Try various ways of phrasing your requests to discover how to best capture your target audience effectively.

By following these practices, users can generate effective audience segments that enhance their marketing strategies.

Common Use Cases

The Segments agent offers broad applications across various marketing strategies. Here are a few notable use cases:

1. **Product Launch Targeting**:

  - *Prompt*: "Create a campaign and send it to contacts who would be interested in my new trail running shoes." 
  - This allows for targeted messaging to an audience likely to be interested in new product offerings based on inferred interests.

2. **Re-engagement Campaigns**:

  - *Prompt*: "Create a segment for all contacts who have visited my website at least 3 times but haven't made a purchase." 
  - This helps in targeting warm leads who need an extra push towards conversion.

3. **Segment Discovery**:

  - *Prompt*: "Can you help me find a segment for this campaign?" 
  - This enables marketers to find or create segments that align with their specific campaign goals efficiently.

Troubleshooting

While the Segments agent is designed to operate smoothly, users may encounter some common issues:

- **Failed segment creation**: If the Segments agent does not understand your prompt, try rephrasing for clarity. - **Permissions issues**: If you don’t see the Active Intelligence icon, check that your account has the appropriate permissions or request access.

For any persistent issues, consulting the Active Intelligence community may provide additional insights or solutions.

FAQ

What is the Segments agent?

The Segments agent is a feature within ActiveCampaign that enables users to create audience segments using natural language prompts.

How does the Segments agent simplify segmentation?

It eliminates the need for complex configurations, allowing users to describe their desired segments in conversational language instead.

Are there any restrictions on segment creation?

No, the Segments agent allows users to create segments based on a variety of criteria as long as clear instructions are provided in natural language.

Can I edit an existing segment using the Segments agent?

Yes, you can modify your segments by re-entering your requirements, requesting specific changes, or asking the agent to refine the segment.

Is the Segments agent available to all ActiveCampaign users?

Currently, the Segments agent is in beta, and access may be limited based on account type or configuration.

Where can I find additional resources on using the Segments agent?

You can find more information on usage and features at the following link: [1](https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview#h_01K6DSGYM6W89D07X2XNR62H6A).

How do I request access to the Segments agent?

If you don't currently have access, you can request it by commenting on the ActiveCampaign community post with your account URL.

By understanding these components of the Segments agent, users can effectively leverage this innovative feature to streamline their audience segmentation efforts. ```