Contents

  1. Saved Segments Dashboard
  2. Where can I find my saved segments
  3. Navigating through Active, Archived and Static segments
    1. How to unarchive archived segments

  4. What are static and dynamic segments
  5. How to create a new static segment with no set conditions or contacts
  6. What does each column in the Saved Segments dashboard mean


           6.1 The Settings Column

  7. Where can I find a segment ID of a segment I created?
  8. How to sort static and dynamic segments
  9. How to sync a segment to Facebook/Instagram Google Adwords and Mailchimp

1. Saved Segments dashboard

A segment in Ometria is a group or list of customers or contacts, with any single or multiple common properties. Examples of segments could be VIP customers, frequent purchasers, at-risk customers, customers who purchased a particular product, etc.

Segments could either be static or dynamic. Static segments do not update with time, based on their filters, and remain, as their name suggests, static. Dynamic segments do update with time as contacts are automatically added and removed from these groups. To understand the difference between both types of segments better, see:  What are static and dynamic segments.

For information on how to create a new segment, see  Segment Explorer.

The Saved Segments dashboard helps you view all of your created segments, in a list along with their filters. You can also search for and edit individual segments, create new ones and sync contacts in a specific segment with Facebook or Google Adwords, e.g., for serving retargeting ads.

Takeaways

  • Saved Segments shows all the static and dynamic segments you have created in Ometria.
  • You can see the total contacts in a segment, see the conditions for each segment, and even sync segments to Facebook/Instagram and Google Adwords.






2. Where can I find my saved segments

You can access your saved segments from the Saved Segments dashboard. Locate it in the main nav bar under Customers> Saved Segments. See Fig 1.

Fig 1: How to access the Saved Segments dashboard







3. Navigating through Active, Archived and Static Segments

The Saved Segments dashboard displays three tabs of saved customer segments

  • All Active: shows all segments that are active. Meaning you can use these segments in your campaigns, perform analysis on them or even export for external use. These include both static and dynamic segments.
  • Static: shows all segments that are static and do not update based on any filter conditions. For more details, see What are static and dynamic segments.
  • Archived: shows all archived customer segments. These segments cannot be used in email campaigns until unarchived.

Fig 2: All active customer segments

Fig 3: Static customer segments




3.1. How to unarchive archived segments

In the Archived tab open under Saved Segments:

  1. Locate the segment you want to unarchive from the list
  2. Click on the Unarchive button at the end of the row.

Fig 4: Unarchive archived segments

Takeaways: The Saved Segment dashboard displays segments under three tabs.

  • Active shows all segments including static and dynamic that are in use or can be used.
  • Static shows only static segments.
  • Archived shows archived segments that can be used again if unarchived.

3.2 Exports

There's no current limit to the size of your export however we recommend that it is in your interest to keep the export size as small as possible. 


4. What are static and dynamic segments

Both static and dynamic segments contain lists of contacts or customers. However,

Static Segment holds only those contacts that satisfy the condition of the static segment, at the time it was created. Once created, the segment will not update or refresh with new contacts matching its condition.

So for example, a static segment with the condition ‘Customers who purchased the pin-striped jacket’ created yesterday, will NOT automatically add the customers who bought the pin-striped jacket today.

Contacts can be removed and added to these segments manually, for example by using an ‘Add/Remove from list’ action in an automation flow or via a sign-up form.

Dynamic Segment, on the other hand, is not restricted to the time it was created. New contacts that satisfy the condition(s) of a dynamic segment will automatically be added as time goes on and the segment will update on its own.

Let’s suppose you built a dynamic segment on the condition that the contact has visited the website > 50 times. Once created, all contacts that have visited the site more than 50 times will be added to that segment. However, it will also keep adding new people to the segment who cross the 50 visits threshold, automatically.

NOTE: Dynamic segments automatically refresh every 24 hours, with one exception; if referenced within an automation flow, they will update once every 6 hours.

  • Static segments are groups of contacts that do not update or refresh with new contacts matching its condition
  • Dynamic segments do update with time and will automatically be added as time goes on and the segment will update on its own

5. How to create a new static segment with no set conditions or contacts

Sometimes it is useful to create a static segment with NO contacts or conditions attached.

For instance, let’s suppose you want to send a  re-permissioning email to all your previous contacts. In that case, you could: i) create an empty static segment with the title: re-permissioning contacts, ii) locate the segment ID from Saved Segments, iii) add the segment ID to the URL for the call-to-action in the email, iv) and populate the list with contacts who click the CTA.

This could also work for sign-up forms should you wish to add contacts to a static segment. You can also upload contacts to an empty static segment from a CSV from the Contact Upload screen or add contacts within an automation flow.

To create a new static segment with no contacts or conditions:

  1. Click on ‘Create a new static segment’ as shown in Fig 5-6.
  2. Name the customer segment by giving it a title, e.g., Customers who opt-in to data processing.
  3. Give the segment a description so that you and your internal team members understand what it is.
  4. Save.

Fig 5: Create a new static segment with no contacts or conditions attached