How to: Create Interactions for Segments

You can create interactions to record all the interactions and communications you have with your segments, for example, direct mail.

Note

Before you create interactions, you must set up interaction templates.

To create in interaction for a segment

In the Search box, enter Segments, and then choose the related link.
In the Segment window, on the Interaction FastTab, fill in the fields to specify which interaction you want to assign to the segment.

After you have assigned an interaction to the segment, you can personalize the interaction for each particular contact within the segment, for example, by selecting another interaction template or modifying the attachment on the lines in the Segment window.
On the Actions tab, in the General group, choose Log. The Log Segment window opens.
If you want to send or print the attachment, select the Send Attachment field.

If you want to create a new segment containing the same contacts, select the Create Follow-up Segment check box. To create a follow-up segment, you must have specified number series for segments in the Marketing Setup window.
An interaction is recorded for each contact within the segment in the Interaction Log Entry table, and the segment is logged. Logged segments can be found in the Logged Segment window.

If you have selected the Create Follow-up Segment check box, a new segment is created that contains the same contacts as the segment you have just logged.