How to create a new segment

Creating a new segment in Mautic is essential for organizing your contacts based on specific criteria, which allows for targeted marketing campaigns.

For example, you can create a segment for contacts interested in a particular product line, ensuring they receive relevant updates and promotions.

Success

Utilize dynamic segments to automatically include contacts based on real-time data, such as recent interactions or updated contact properties.

Steps

1. Log in to your Mautic account.
2. Navigate to the Segments page from the left navigation bar.
3. Click "New" in the top right-hand corner to create a new segment.
4. Enter a name for your segment in the details menu.

Note

The "Public name" for a Segment is a name set by users that is visible to Contacts in the Preference Center options. It can be different from the internal name used within Mautic.

1. Optionally, enter an alias (Mautic will generate one automatically if not specified) and a description for the segment.
2. Determine the visibility of your segment by setting it as public or private, and choose whether it should be published.

Note

When you make a Segment visible to other users, it becomes usable by all users, not just the user who created it.

1. Click on Filters tab to start building your segment criteria. Adding filters to segments
2. Open the dropdown menu to add the first filter. For example, you can select "Tags" and choose a specific tag to include in the segment.
3. Add additional filters as needed, such as email presence or other contact properties.
4. Save the segment by clicking the 'Save' button at the top of the page.

Results

Segment is created and appears in the Segments list.

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