Segment Your Audience

You can segment your audience or contacts with multiple lists, tags, and/or dynamic segments. Having segments of the contacts are very useful to categorize audiences for better-targeted email campaigns. In this article, we will take a deeper look into the segmentation of contacts with FluentCRM. You can access the segment settings by hovering over the contacts tab and clicking on the segments.

Lists #

List are the categories of your contacts. You can add lists and assign any contacts to your list for better segmentation. You can also create multiple lists based on your use cases. To add a list click on the “Create List” button located on the near top right corner.

A popup will appear where you need to give the list a name and the list slug will be added automatically based on the list name. Click confirm and the list will be created instantly.

Tags #

Tags are used to classify your Fluent CRM audience in a more meaningful way. Tags are like Lists but more ways to filter your contacts inside a list. A list can have multiple tags, also multiple tags can be assigned to a particular contact. To create a tag click into the “Create Tag” button and a pop will appear where you will need to give a name of your Tag.

Dynamic Segments #

FluentCRM audience has a lot of data about the contacts, for example when their signup date, how they are added where they are from, their signup source, and how they are interacting with your emails. Create dynamic segments using this data and send targeted marketing campaigns. Dynamic Segments is very handy to filter and divide similar contacts for a meaningful purpose.

To create Dynamic Segments hover over Contacts and select Segments, Now from the left sidebar choose Dynamic Segments and click into “Create Custom Segment”

Give a descriptive title to the Custom Segment. It is shown on internal pages only. Now you’ll need to set conditions to filter contacts based on the information available in your audience. If you want to create a segment of new subscribers from USA, create a two-condition as user who are from USA, signed up in the last 30 days as shown in the screenshot below. All other conditions are self explanatory and we recommend to take a look into all possible conditions.

The match type defines whether the task performed if all conditions match or for any conditions match. In the above example we want to add users to the segment if they are new and from the USA so I selected all conditions match.

Filter By Email Activities #

Filter By Email Activities is the last step when creating Dynamic Segments. You can filter your segment based on email activities. There are two possibilities available here. You can check whether if the user received an email campaign before or within a specific number of days and if yes whether they clicked into the email.

Filter By Email Activities

As in our example, we are creating segments from the new subscribers from the USA and added within 30 days, we will just avoid last activity filter. Based on your segment type you can enable or disable the “Filter By Email Activities” feature.

Carefully check the conditions match also. If you want to filter by both activities that if any email campaign within or before the specified number of days received by the user and also if the user clicked to the link inside the email.

Finally click into the “Create Custom Segment” and save the form.

One Comment

  1. Hi,
    2 pre-sale questions:

    -Can I add custom fields to the contacts?
    – If yes, is it possible to filter the audience “on-the-fly” using URL parameters?
    Something like “https://mydomain.com/?country=uk&gender=male&age=25-35&maxprice=200000&bedrooms=3”
    Thanks. Best

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