How to Create and Manage Segments in Fivegrid

How to Create and Manage Automated Segments

Fivegrid is a user-friendly SaaS tool designed to simplify contact management. In this guide, we'll walk you through the easy steps to create and manage segments efficiently.

Step 1: Creating a New Segment

  1. Log in to your Fivegrid dashboard.

  2. Click on "Create New" in the main menu.

  3. Select "Segment" from the dropdown options.
    Fivegrid Segment Creation

  4. Choose the type of segment you want to create:

    • List Segment

    • Rule Segment

Step 2: Creating a Rule Segment

  1. Choose "Rule" as the source type.
    Fivegrid Segment Creation

  2. Enter a name for your segment.
    Fivegrid Segment Creation

  3. Define your conditions:

    • Add or remove rules based on your needs.

    • Use logical operators like "AND" / "OR" to combine conditions effectively.
      Fivegrid Segment Creation

  4. Once conditions are configured correctly, the "Create" button will become active.

  5. Click "Create", and you'll see the confirmation message: "Segment created successfully."
    Fivegrid Segment Creation

Step 3: Segment Execution

  • Fivegrid automatically checks for new or updated contacts every 15 minutes.

  • The system evaluates contacts against the rules you've set.

  • The member count updates automatically based on the matching contacts.

Best Practices for Effective Segmentation

  • Regular Updates: Frequently review and adjust segments based on evolving business needs.

  • Accurate Data: Ensure imported data is clean and consistent for optimal segmentation.

  • Test Segments: Before launching campaigns, test segments to confirm they meet your targeting criteria.

By following these simple steps, you can efficiently create and manage segments in Fivegrid, helping you keep your contact lists organized and up-to-date.


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