How to: Refine Segments
After you have selected the contacts within a segment, you may decide to remove some but keep others. You can manually remove contacts from the lines in the Segment window, but it is easier and faster to use the Refine Contacts function.
To refine a segment
In the Search box, enter Segments, and then choose the related link.
Select the segment you want to refine.
On the Actions tab, in the Functions group, choose Contacts, and then choose Refine Contacts. The Remove Contacts - Refine window opens.
On the Contact FastTab, enter filters to specify the information that you want to use to select the contacts to be removed from the segment.
On each of the remaining FastTabs, enter one or more additional filters, and choose the OK button.
You can refine a segment as many times as you want. If you have refined the segment by mistake and want to go one step back, on the Actions tab, in the Functions group, choose Segment, and then choose Go Back.
To see a list of the segment criteria that you have used, on the General FastTab on the segment card, choose the No. of Criteria Actions field.
After you have selected all the contacts to be included in your segments, you may want to save the segmentation criteria. You can then use these criteria to create new segments.
See Also
Tasks
How to: Reduce Segments
How to: Add Contacts to Segments
How to: Save Segment Criteria
How to: Create Segments by Reusing Segment Criteria
Concepts
The Go Back Function (Segments)
Other Resources
The Refine Segment Batch Job
Remove Contacts - Refine
No. of Criteria Actions