How to: Create Segments

You can create segments to select a group of contacts, for example, if you want to create an interaction involving several contacts, such as direct mail.

To create a segment

1. In the Search box, enter Segments, and then choose the related link..

2. On the Actions tab, in the New group, choose New to create a new segment.

3. In the General FastTab, in the No. field, enter a number for the segment.

   Alternatively, if you have set up number series for segments in the Marketing Setup window, you can press Enter to select the next available segment number.

4. In the Description field, enter the description for the segment.

5. Fill in the other fields on the header.

6. In the Lines FastTab, select the first line to add a contact to the segment.

7. Fill in the other fields on the line.

Repeat these steps to add as many contacts as you want.

You can also add several contacts simultaneously, based on specific criteria. For more information, see How to: Add Contacts to Segments.

After you have selected all the contacts to be included in your segments, you may want to save the segmentation criteria. You can then reuse these criteria to create new segments.

See Also

Tasks

How to: Create Segments by Reusing Logged Segments
How to: Reduce Segments
How to: Refine Segments
How to: Create Campaigns
How to: Add Contacts to Segments
How to: Save Segment Criteria
How to: Create Segments by Reusing Segment Criteria