How does the Dynamic segment filter work?

Use this filter to target specific subscribers in your workflow. Within the Properties tab, you can configure the filter to target just the right segment of your customers who are in the workflow.

As a base for the filter, you can use an existing segment (a Saved Search) or set up a new segment using the parameters available to you in the filter Properties. The option to create a new segment is the default setting for the filter.

dynamic segment general properties

 

If you decide to create a new segment, you’ll first need to select one or more campaigns, and specify the autoresponder sequence and subscription date. Then, you can refine the segment by adding one or multiple conditions or conditions groups.

Add conditions to segment your subscribers across campaigns. Add condition groups to segment your subscribers based on different campaigns, autoresponder sequences, or subscription dates. You can create dynamic and workflow-specific segments based on such conditions as:

  • Name
  • Email
  • Location
  • Custom field value
  • Webinars

The filter has “if yes” (green) and “if no” (red) connectors. When you attach another element to the “if yes” connector, only the subscribers who meet the condition you’ve specified can reach it. The remaining subscribers move on to the element you linked to the “if no” connector.

How do I set up the Dynamic segment properties?

The exact steps depend on whether you’d like to use an existing segment or create a new one.

To use an existing segment

Before you begin

Make sure you’ve created Saved searches in your account. If you haven’t, the option to use an existing segment won’t become available.

  1. Select Use an existing segment from the drop-down list.

selecting an existing segment for the dynamic segment filter

A drop-down list with your saved segments becomes available.

2. Expand the list and select the segment you’d like to use.

select a saved segment option available

The setup is finished when the element in the workspace displays the name of the segment you’ve selected.

 

To create a new segment

You have a few options, depending on how broad or specific you’d like the segment to be.

Adding one condition

  1. Choose the campaign, autoresponder sequence, and subscription date. Expand the drop down menu for each category to specify your choices.
  2. Click Add condition and choose the condition you want to apply.
  3. Use Match all or Match any of the conditions (when you’re working with one condition it doesn’t matter which one you select).

You’ve just created your first conditions group. You can now add more conditions in this group, or add a separate conditions groups.

 

Adding multiple conditions

  1. After you’ve completed steps 1-3 described above, click Add condition.
  2. Select Match all if you want to create a smaller and more focused segment. Select Match any for a larger and wider list.

You can apply up to 8 conditions at the same time. To remove a condition, click the x icon next to it.

 

Adding a condition group

  1. Once you’ve set up the first conditions group, click Add conditions group.
  2. Select an AND-OR group separator.

You can create up to 8 conditions groups. The group separator you selected for the first and second conditions group is then added automatically.

To remove a condition group, click the x icon next to it.

 

How do I create conditions groups with AND-OR separators ?

The AND separator narrows the results of your first conditions group because all search terms must be present in the resulting segment. The OR separator expands the results of your first conditions group because any of your search terms are present in the resulting segment.

For example,  if you create a filter that looks for men AND people who live in Australia, the segment that’s created includes Australian men.

AND separator results

If you create a filter that looks for men OR people who live in Australia, the segment includes both men and your Australian subscribers.

OR separator results