How-To: Mautic - Segments¶
A segment refers to a group of people that share specific characteristics or meet certain criteria. Think of it like a filter. These segments can be used for purposes such as sending targeted emails, triggering campaigns, or for analytical purposes.
Info
What are the segment types?
Mautic supports two types of segments: static and dynamic. Static segments are based on specific criteria and do not change unless contacts are manually added or removed. On the other hand, dynamic segments automatically update based on changing criteria, ensuring that contacts are dynamically added or removed based on the defined rules.
Usage¶
Segments play a crucial role in Mautic campaigns. Contacts can be added or removed from campaigns based on their segment membership. If a contact leaves a segment, they are immediately removed from all associated campaigns. However, if they re-qualify for the segment, they can be re-entered into the campaign, provided that the campaign settings allow for restarts.
Success
Why segments and not tags?
Segments are indicated for global structuring, while tags are more personal and contact-level focused. Tags cannot directly trigger campaigns, so a segment with a tag filter is necessary for such actions.
FAQ¶
Is there a way to pick “today” as the date during segment creation?
All we see so far is picking a specific date from the calendar which doesn’t work for our use cases. An example would be “segment a member who signed up today.”
Yes, you can type "today" in the date field to use it. Your filter would become something like "Event Date | equals | today".
Here you can find more information: https://kb.mautic.org/article/how-to-create-a-date-based-segment-in-mautic.html
What fields are available for configuring Segments?
Mautic offers a variety of fields for configuring Segments, including contact fields, company fields, and behavioral actions such as emails sent or read. You can use filters like 'starts with', 'ends with', 'contains', 'like', and 'regexp' to match parts of a string. Additionally, dynamic Segments can be created using date filters.