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 to your audience. You can use the advanced filter feature to segment the contacts.

dynamic segment 1

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. Using the Last Email Open, the email activities will be filtered that were opened before the assigned number of days. You can also keep it blank to disable the filter. In the Last Email Link Clicked option, the emails will be filtered according to the number of days when the last email link was clicked.

Filter By Email Activities

As in this example, we created segments from the new subscribers from the USA that were added within 30 days, we will avoid the Last Email Link Clicked filter. Based on your segment type you can enable or disable the “Filter By Email Activities” feature.

Then carefully check whether the conditions match or not. You can choose to filter by both activities(Match Both Open and Click Condition), where the conditions will match when the last emails are opened & also clicked. Otherwise, select the Match Any One Condition option.

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

Looking for more ways to segment your audience?

20 Comments

  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

  2. The “Filter by Email Activity” subheader should be revised / rewritten. The rest of this support article is pretty straightforward and well-written; however, I’ve read this last section several times and I’m still having difficulty understanding the author here. Needs to be broken down in clearer detail.

    1. Hi Chris, you can trigger automation based on lists and tags and then use the contact property condition to segment based on the custom contact field.

  3. Hi Nazir. I’m having a hard time learning how to manage my contacts. Here are three cases:

    1. I’ve imported a bunch of contacts from my Mailchimp. I want to perform a search on all my contacts, and find only those that segment that I imported. Then I want to tag all of these with “Mailchimp”.

    2. I want to create a list with all of my WordPress contacts. I know there is a segment “WordPress Users”, but I can’t *do* anything with this — I can’t add tags to it, add all those contacts to a list, etc.

    3. Under “All Contacts”, I can check individual contacts to add them to lists. But I want to do a search on my entire database, and find all contacts who have not filled in their names, then create a list out of these.

    How do I do these? Thanks.

    1. Hi Wilaya,

      1. When you imported contacts, you needed to add the tag. or else you can look into the list you applied for the contacts and then bulk select them and apply the tag.
      2. Select contact import> WordPress Users and then apply your list and tags.
      3. I’m not sure if you can do that.

  4. Thanks for the quick response and answers, Nazir. Please count #3 as a feature request. The need to search through one’s entries and manipulate the results is something that happens quite frequently with databases/CRMs.

  5. Hola ¿como puedo hacer segmentación dinámica basada en la base de contactos de Fluent? solo me permite hacerlo desde WordPress o Woocommerce

    1. Hola Alejandro, solo crea un segmento personalizado y define tus condiciones. El segmento dinámico capturará todos los contactos con la misma condición (espero que no le importe una respuesta traducida)

  6. Hi,

    Can I create dynamic segments by the number of orders or by the total amount of purchases in Woocommerce?

    Thanks

  7. Hi Nazir,
    I created one tag when I set up my account initially.
    Then I created a few tags after I got the account setup.

    I create a new automation, that is supposed to trigger when a tag is added.
    The only tag that is available in the drop down is the original tag. The new tags I created are not available.

    Is there something else that needs to be done in order for automations to have access to those tags?

  8. I would like to ask whether the Custom Segment described above is a one-off manual process or an automatic process after it is created.

    Using your example above, after creation of the Custom Segment “User from USA (Joined within 30 days)”, when a new user sign up and country is US, will this new user be automatically added to this Custom Segment?

    Further, does such automatic addition of a new user to the Custom Segment qualify as a “List Applied” trigger for Automation Funnel?

    Thank you.

    1. 1. Yes, the list gets updated automatically.
      2. No, you can’t combine dynamic segments with an automation funnel yet.

  9. Thank you for your reply.

    For Dynamic Segments, is it possible to create a Custom Segment for a specific user role?

    Thank you.

    1. Unfortunately, that’s not possible. You can create an automation based on a specific WordPress user role.

  10. Given the Dynamic Segments function does not connect with Automation Funnel yet, I would like to explore if there is a way to do it manually.

    Suppose I have a large group of contacts automatically filtered out with the Dynamic Segments function, is it possible for me to add this group of contacts to a List in bulk manually(e.g. ‘select all’ then click an ‘add to List’ button) so as to trigger an Automation Funnel?

    Thank you.

    1. This isn’t available at the moment but I can tell you it’s on the list of features we want to develop. Hopefully, it will be available in the next version.

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