Segments in automation campaigns

Segments are a way to further filter contacts who enter your automation flow.

E.g. You may want to target contacts who satisfy certain conditions such as lifecycle stage, website interaction etc.

Automation campaign segments work from top to bottom in order of priority and are mutually exclusive, so you should always start with the most granular segmentation first.

E.g. If a contact fulfils the conditions of the first segment, they will enter that one and none of the following segments.

By default, segments include all contacts who meet the entry trigger requirements (‘Everyone’).

Select the cog icon to configure your segment further:

The Create Segment window displays:

 See Customer filter for more information on this feature.

Triggering event

Use a Triggering event to make sure your segmentation (and the template, if correctly tagged) matches the action that triggered the contact’s entry into the flow.

See: Segmenting contacts by triggering event.