You can combine multiple segments and data attributes to target your contacts more accurately. By combining segments, you can create multi-layered, complex segments which are much more efficient than using many segments side by side.
All the combined segments you have already created are displayed on the Combined Segments overview page. On this page, you can also create new combined segments including contact lists and segments.
Creating a combined segment
You can create a combined segment as follows:
1. Choose one from the following options to create a combined segment:
2. Select the editor you would like to use:
- To use the new editor, click Use new editor in the pop-up and follow the instructions in Using the new editor.
Combined segments created with the new editor cannot be edited by using the legacy editor.
- To use the legacy editor, click Switch back in the pop-up and follow the instructions in Using the legacy editor.
Using the new editor
With the new editor, you can easily:
- build complex combined segments in a flexible way,
- combine segments and contact lists by using both the Match all (AND) and Match any (OR) operators within a single group,
- create nested subgroups within groups,
- view and negate selected segments and contact lists.
Before you start adding segments, you can still switch back to the legacy editor by clicking Switch back to the legacy editor at top of the page.
1. Give your segment a name.
2. You can add a description to your segment by clicking Add description.
3. Specify your target audience.
Important:
- A combined segment can contain a maximum of 2 groups.
- You can add a maximum of 25 subgroups to each group or subgroup.
- Subgroups can be nested up to 2 levels.
The following options are available:
a. You can link subgroups, segments and contact lists and define their relationship within a group or subgroup by using the Match all (AND) or Match any (OR) operator.
b. Add segment - You can add a segment by clicking this button.
The selected segment’s type is displayed next to its name.
Here you can:
Be careful with the selected operator when negating segments. The following examples show you how the operators can change the segment results when using negated segments.
Suppose that your contacts live in New York, Berlin and Budapest:
- If your group contains the segments Continent is Europe OR NOT City is Budapest, then your combined segment will include contacts living in Berlin and New York.
- If your group contains the segments Continent is Europe AND NOT City is Budapest, then your combined segment will only include contacts living in Berlin.
You can see the second example in the following image:
c. Add contact list - You can add contact lists within a group or subgroup.
Here you can:
- Negate a contact list by clicking the + NOT icon. You can exclude contacts in a contact list from your combined segment by negating the selected contact list.
Be careful with the selected operator when negating contact lists. For more information, see Negating segments.
d. Add subgroup - You can add subgroups within a group or subgroup.
Notes:
- Subgroups can be nested up to 2 levels.
- You can create complex groups by using different operators (Match all (AND) or Match any (OR)) on different levels.
Here you can:
e. Add group - You can add another group to your combined segment by clicking this button. Groups can be linked by using the AND, AND NOT or OR operators.
4. When you are ready, click Save.
Empty groups and subgroups will be deleted.
You can display all the contacts within your combined segment by clicking View contacts.
Example
In the following example, you can see a combined segment targeting contacts who:
- Are millennials
AND
- Opened the veganuary campaign OR have affinity for the eco-friendly product line OR purchased a product that belongs to the sustainable category
AND
- Did NOT open the app within the last week OR are NOT club members OR did NOT purchase an item in the last 10 days.
This combined segment looks like as follows:
Instead of using the negate option for each segment in subgroup AB, you can add another group to your combined segment and set the operator to AND NOT. This is how this approach looks like:
This approach reflects the logic used by the legacy editor: group A is an Included segment and group B is an Excluded segment.
