Create dynamic segments
Group contacts by fields, website behaviour, marketing consent and mailing lists; members update by themselves.
For: Marketing and sales managersSteps
- Go to MetriReach → Segments and select New segment.
- Add rules to a group: a contact field (for example email domain or tag), website behaviour (for example visited /pricing at least 2 times in the last 7 days), marketing consent per channel, or a mailing list.
- Choose whether a contact must match all or any rules in the group. Add more groups and choose how groups combine.
- Watch the live count and sample contacts on the right while you edit, then select Create segment.
- Open the segment to see its members and the history of who joined or left, and when.
Good to know
- Segments update as soon as something happens to a contact (a change, a form submission or a website visit) and are fully checked every hour. Select Check again now to run it immediately.
- Pause a segment to freeze its members.
- Marketing from MetriReach only goes to members who opted in on that channel, whatever the segment's rules.
Still need help? Contact support