Creating, viewing and saving segments

Your contact database can be segmented by any standard or custom field or their combination. To learn more about fields, visit Setting up Standard and Custom Field.

On the Contacts page, click the Segments button. A drop down menu will appear with: 

• Folder Categories
  
• +Create Segment
• View All Segments 

Click the + Create Segment 

To get started, make sure Any or All from the drop-down menu is selected correctly 

• All is intersection
  
• Any is union

Then, click the Select Field drop-down menu on the left-hand side of the platform. Select any of the Field criteria you want to segment. Here is where all of the standard and custom field categories you created will live

After you’ve selected a Field, Select a condition from the drop down menu. These options will change depending on the type of field you select. For text fields, for example, the options are:

• Does Not Contain
• Is Exactly 
• Is Different To 
• Contains 
• Starts With 
• Ends With 
• Is Blank 
• Is Not Blank

Then write in the condition you want to include in the empty search box to the right. You can have as little as 1 or as many conditions as you like in this section. Click + Add Condition to include more options for the Segments you want to create.Then Click view to see the data populate for the Segment Criteria you’ve created below. 

The Green button will show the Total Contacts that contain the Segment Criteria you created for the conditions

After you’ve viewed the Total click the Save button on the top right hand corner. There are no limitations to how many Segments you can create.

Any segments your create on the contacts dashboard can be used in all other parts of Oomiji.