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Segment List Support Resources

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Feature Overview

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Segment List randomly selects contacts from your list and splits them into multiple lists, using tags.

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How to set up the Feature

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  1. Choose the first tag you would like applied to the segmented group of contacts. If you do not already have a tag created, you can create one by clicking the “+” next to the dropdown.
  2. Choose the second tag you would like applied to the segmented group of contacts. If you do not already have a tag created, you can create one by clicking the “+” next to the dropdown.
  3. If you would like your list broken into more than two segments, click the blue “add a segment” button to add another segment and select a tag to be applied to the segmented group of contacts.
  4. Under Additional Options, select how you would like your list divided. By default, the slider is toggled to “Evenly”. You can toggle the slider over to assign segment weight to each of the above segments.
  5. Name and save the Feature.
  6. When you save the feature, you will see a “Run This Feature Now” dropdown. Select which tag you’d like to segment, or select your entire database and click “Run Feature Now”.

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  1. Choose the first tag you would like applied to the segmented group of contacts. If you do not already have a tag created, you can create one by clicking the “+” next to the dropdown.
  2. Choose the second tag you would like applied to the segmented group of contacts. If you do not already have a tag created, you can create one by clicking the “+” next to the dropdown.
  3. If you would like your list broken into more than two segments, click the blue “add a segment” button to add another segment and select a tag to be applied to the segmented group of contacts.
  4. Under Additional Options, select how you would like your list divided. By default, the slider is toggled to “Evenly”. You can toggle the slider over to assign segment weight to each of the above segments.
  5. Name and save the Feature.
  6. When you save the feature, you will see a “Run This Feature Now” dropdown. Select which tag you’d like to segment, or select your entire database and click “Run Feature Now”.

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  1. Choose the first tag you would like applied to the segmented group of contacts. If you do not already have a tag created, you can create one by typing the desired name of the tag and clicking “add tag..”
  2. Choose the second tag you would like applied to the segmented group of contacts. If you do not already have a tag created, you can create one by typing the desired name of the tag and clicking “add tag..”
  3. If you would like your list broken into more than two segments, click the blue “add a segment” button to add another segment and select a tag to be applied to the segmented group of contacts.
  4. Under Additional Options, select how you would like your list divided. By default, the slider is toggled to “Evenly”. You can toggle the slider over to assign segment weight to each of the above segments.
  5. Name and save the Feature.
  6. When you save the feature, you will see a “Run This Feature Now” dropdown. Select which tag you’d like to segment, or select your entire database and click “Run Feature Now”.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520574231431-b6549da5-d43a”][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521152110745-6a6733f6-0a9b”][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

Implementation Guide

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To trigger the feature, hit the “Initiate Processing Now” button on the save page.

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To trigger the feature, hit the “Initiate Processing Now” button on the save page.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373334559-7f4ac2af-b68d”][vc_column_text]

To trigger the feature, hit the “Initiate Processing Now” button on the save page.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520574274506-6f501c6f-6cba”][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521152121329-f4cc31df-0751″][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

Feature Tip

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  • Segment Weights- If you would like your segments weighted in a unique way, toggle the slider under Additional Options and type the desired weighted percentages into the fields that appear under each segment.

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  • Segment Weights- If you would like your segments weighted in a unique way, toggle the slider under Additional Options and type the desired weighted percentages into the fields that appear under each segment.

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  • Segment Weights- If you would like your segments weighted in a unique way, toggle the slider under Additional Options and type the desired weighted percentages into the fields that appear under each segment.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520574294588-e2ae8ab5-34dd”][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521152132771-20a609ad-1d3f”][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

Feature Blueprint

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Feature FAQ

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When you save the feature, you will see a “Run This Feature Now” dropdown. Select which tag you’d like to segment, or select your entire database and click “Run Feature Now”.

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When you save the feature, you will see a “Run This Feature Now” dropdown. Select which tag you’d like to segment, or select your entire database and click “Run Feature Now”.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1496372023209-9f36b5e1-af4a”][vc_toggle title=”How do I run the feature?”]

When you save the feature, you will see a “Run This Feature Now” dropdown. Select which tag you’d like to segment, or select your entire database and click “Run Feature Now”.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520574406247-eb83f61d-ccf5″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521152144265-ea86cc90-2b22″][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

Helpful Downloads

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