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Campaign segmentation
Contact data segmentation is useful if you want to segment your leads in a campaign based on contact data such as geography, prefix, lead score, etc.
For general information about building segments, read this article or the segment management article. This article will cover how to build contact data segments.
How to create Contact data segments
1. Go to Settings on the left-hand menu and select Campaigns.
2. Click on the campaign for which you want to build segments.
3. At the top on the left, click on the Segments field.
4. From the dropdown options, choose Segment Builder.
5. You should be presented with 5 types of segments.
6. Click on the Contact Data segment type.
Contact Data Segments
Contact Data Segments let you segment leads based on the criteria set for each segment. Let's walk through building contact data segments and creating different criteria.
1. To build a first segment, click + Add match.
2. Insert the desired name for the segment in the Name field.
3. Set the desired criteria for the leads that will be assigned to this segment.
4. From the dropdown options, select the dialer field for which the criteria should be applied.
5. Enter the criteria value in the field.
Criteria
You can add several criteria to one segment. The "OR" option lets you add multiple requirement options; then the lead matching any of the criteria will be added to the segment.
Lead criteria can vary and include different values, using a variety of operators, as shown in the picture below.
> Greater than
> - indicates that only the leads with a value higher than the entered criteria value will be added to this segment.
For example, if you wanted to segment your leads by quality, you could set the criteria to quality score. In that case, the criteria would be Score > 3,5 for the high-quality leads segment.
≥ Greater than or equal to
≥- indicates that only the leads with a value higher than or equal to the entered criteria value will be added to this segment.
For example, if you wanted to segment your leads based on quality, you could set the criteria to quality score. In that case, the criteria would be Score ≥ 3,5 for the high-quality leads segment.
< Less than
<- indicates that only the leads with a value lower than the entered criteria will be added to this segment.
Using the same lead quality score example, the criteria could be Score < 2 for low-quality leads.
≤ Less than or equal to
≤- indicates that only the leads with a value lower than or equal to the entered criteria will be added to this segment.
Using the same example of lead quality score, the criteria could be Score ≤ 2, for the low-quality leads.
= Equal to
=- indicates that only the leads with a value equal to the entered criteria will be added to this segment.
For example, if you wanted to segment your campaign by postal code, you could set the criteria Postal code = 8000. Accordingly, only the leads with this postal code will be included in the segment.
≠ Not equal to
≠- indicates that only the leads with a value not equal to this criterion will be added to this segment.
For example, if you wanted to create a segment with all the leads outside the 8000 postal code, you could build the criteria Postal code ≠ 8000; this way, leads with the 8000 postal code will be excluded from this segment.
[ ] In
[ ]- indicates that only the leads with the values included in this criteria will be added to this segment.
Using the same example of segmenting leads by postal code, you could add all the city postal codes to the criteria to cover the whole city. Then, Postal [ ] 8000, 8200, 8300 ..., adds all leads with the indicated postal codes to this segment.
X Not in
X indicates that all the leads without the values included in this criteria will be added to this segment.
For example, if you wanted to include all leads except those located in a certain area, you could create a segment with all leads, then add Postal code X 8000 to exclude leads with postal code 8000.
<-> Between
<-> - indicates that all the leads between the given interval should be included in this segment.
Using the same postal code example, if you know a certain area covers all postal codes from 8000 to 9000, you can build the segment accordingly. Then, Postal code <-> 8000-9000 would create a segment with all leads in that area.
% Contains
%- is fairly self-explanatory, as it means that if the lead contains the value provided in the criteria as part of the data in the field, it will be added to this segment.
For example, if you wanted to include all leads from the EU into one segment, you could build the criteria Country % Austria, Belgium, Bulgaria ... (+ all other countries within the EU), which would result in a segment with all the leads located in the EU.
Eksempel:
Hvis du vil finde alle emner fra en bestemt vej i et segment kan du angive kriteriet: Adresse % Stationsvej, uanset hvilket nummer på vejen et emne har vil de kommer med i dette segment.
A... Starts with
A... - indicates that only the leads that start with the entered value will be included in this segment.
For example, if you wanted to segment your leads based on the phone country code, you could add criteria Phone A... +45; in such cases, only the leads with phone numbers starting with +45 will be included in this segment.
OBS! If the lead does not match any created segments, it will automatically be added to "None-segment".
Priority
The same lead can match several segment criteria; therefore, you can prioritize segments. If the lead matches several segments' criteria, it will be assigned to the highest-priority segment.
The top segment has the highest priority, and the bottom segment has the lowest. You can change the segment order by dragging them up or down.
The priority order is also shown on the left side of the Build segments page.
