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
- Go to Admin.
- Select Settings > Segments.
- Enter a Segment title into the box "Add User Segment".
- Click Add.
- 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
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.
Click here to learn more about Segment CSV troubleshooting.
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.