Ever wanted to send a text message to people in a particular zip code, who opted in to a keyword last week or whose name is Jim? 

With segments, you can filter for these contacts and send targeted text messages. You can use the information you've collected from Data Collection or that you've imported to segment your list, too. 

To get started, click on the Subscribers tab on the left-hand side of your dashboard. The option to create a new segment should appear right at the top.

Click Add segment and you'll be taken to the New segment screen. 

Depending on how you want to segment your audience, select either Specific lists or All contacts at the top. Then, simply start adding the criteria that will define your segment. 

By default, the included criteria are Phone, First Name, Last Name, Email, and Note. If you’ve created additional Custom Fields, these will also appear in the drop-down list. (And pretty soon you’ll be able to filter by opt-in method, too.) 

You can add one or multiple pieces of criteria that you want people to match to. Once you're happy with your criteria, click Save segment

Your segment should now appear in the Send to section when you create a new campaign. Segments will be identified with this symbol: 

You'll be able to select segments as recipients just like you would with lists, and then continue through the campaign creation process. 

That’s it! Segments are a powerful way to take reach out to just the right customers, and combined with Data Collection and Custom Fields, are a match made in heaven. 😇

Pro Tips:

  • Segments are updated dynamically, adding any new subscribers that meet the criteria automatically. Static segments, which capture only individuals at the time of creation, will be an upcoming feature!
  • You can access your segments anytime right from the Subscribers page. Just click on the Segments option at the top of the page to view a list of your segments. If you need to delete or edit a segment, click on the three dots next to the segment name.
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