Create a Segment

Paul Tucker
Paul Tucker
  • Updated

Create a user Segment to select an audience. Segments can be built by creating rules around user departments and locations, groups, or by uploaded a csv of email addresses. This article will show you the process to create a Segment in a Workspace. 

🔹 This is available on the Teams and Enterprise plans.

🔸 This feature is accessible to Admin.

Create a user Segment

  1. Go to Admin.
  2. Select Settings > Segments.
  3. Enter a Segment title into the box "Add User Segment".
  4. Click Add.
  5. Click the new Segment's Edit ✏️ icon.

Customize the Segment

Segments behave as an inclusive OR type logic parameter as in: [in DEPT A OR in DEPT B] OR [in LOC A OR in LOC B]

Example - Anyone who is in Client Success OR in Atlanta, GA will be part of the Client Success segment. You could then send targeted communications and lookup data reports for specific segments.

Segments can also be used to create a list of external partners or others you may want to send newsletter communications and/or manual email notifications.

Upload a CSV

Use a CSV to create a Segment. CSVs can be 1 column of email addresses, with no further information. Row 1 is titled "email" and all rows below that should be the email addresses.

Segment CSV Example.png
Email addresses of current users are recognized and treated as such when the Segment is used as a source for Content Emails.
Once uploaded, click Done. 

FAQ

Why can't I upload a CSV to EveryoneSocial?
CSVs must be formatted correctly to be accepted for Segment use. First, ensure the CSV is a single column of email addresses, with no further information. Row 1 is titled "email" and all rows below that should be the email addresses. Second, CSV file names can not include any special characters. Retitle the CSV if you have any hyphens, underscores, et cetera. A file name such as ActiveUsers_4.28.22 will not work and needs to be retitled. 
Click here to learn more about Segment CSV troubleshooting.
How can I tell if a CSV was uploaded to a Segment?
Segments have a column titled Emails that displays the uploaded CSV email totals for non-user emails. Segments with Emails valued at 1 or more will have an uploaded CSV attached.

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Click here to learn more about Segment CSV troubleshooting.

How can I make changes to a Segment's CSV or remove a CSV?

Segments can have a single CSV uploaded. CSVs can not be removed once they are uploaded. The only way to change information and remove a CSV, is to upload a new CSV with the information you'd like to have on it. 

To delete a CSV, this means you'll upload a blank CSV.

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