Creating a Segment

Learn how to create a segment in the List & Segments feature in Retainful.

Follow the below steps to create a segment,

Step 1: Log in to your Retainful dashboard -> Audience.

Create Segment

Step 2: In the Audience section, click on the ‘Segment’ tab and click on ‘Create Segment’.

Name a segment

Step 3: Now, you will be redirected to the page where you can choose to create your segment using custom conditional filter rules or using our ready-made segments.

Creating a segment using readymade segments

To add contacts to the segment using a readymade segment, you can just click on the ‘Predefined Rules’ button that appears above your preferred segment.

Select any segment templates

In the next step, you can find the conditional filter rules determined for that segment with a list of available contacts.

Segment filter

You can edit the rules if you would like to make any changes to the segment.

Now, the contacts that match the filter rules will be added to the segment. Also, the contacts who match the rules in the future will be added to the segment automatically. If a contact no longer matches the rules, the contact will be removed from the list automatically.

For example, if you would like to create a list of contacts who have subscribed to receive emails, you can set up the filter rules like the one below,

Customer Segment

NOTE: You can also use multiple conditional filter rules to create a list. And, you can use the AND, OR conditions to combine filter rules within a filter group and between filter groups.

Once filter rules are added, you need to click on the ‘Save’ button to find the list of contacts that match the conditional filter rules.

That’s it. Your custom segment is created successfully.

Now, the contacts that match the filter rules will be added to the segment. Also, the contacts who match the rules in the future will be added to the segment automatically. If a contact no longer matches the rules, the contact will be removed from the list automatically.