Find the Create a Segment subtab under the Contact Lists tab


Create segments for the selected reward program and a specific contact list.


Contact Lists -> Create a Segment

Click on the image to begin video.


Segments are pre-created filters used to organize your member list. The creation process consists of three steps.


1) Select a Contact List(s)

To create a segment, select the contact list(s) to use as the basis for the segment rule(s).


NOTE - The contact list(s) determine which fields become available in step #3 (Segment Rules).


Click the Next button.


2) Segment Details

In the segment details section, fill in these fields:

  • Segment Name: Supply a memorable and descriptive segment name.
  • Match Type: Choose whether all rules/conditions must be met to validate the segment or any of the rules/conditions can be met.


3) Segment Rules

In segment rules section, select the field, conditions and requirement columns for the segment rules in the Filter Members Where field.

  1. Use the field drop down list to select a field. Built-in fields appear first, then custom fields.
  2. Use the condition drop-down list to choose from among the various choices. Each field type has different conditions.
  3. Fill in the requirements column to complete the rule.


To create more than one rule for the segment, press the PLUS icon. Press the SUBTRACT icon to remove a conditional rule. Create as many conditional rules as needed for the segment.


When all conditional rules for the segment are added, press the Save button.


To learn about broadcasting to segments, visit the Send an Email/SMS Campaign article and the Create a Trigger article.


Return to the Contact Lists Tab.