How do I create and manage a segment?

A segment creates an audience using rules instead of requiring you to select every contact manually.

Start by choosing the information you want to filter by, such as a contact's location, custom fields, mailing history, or important dates. You can then add one or more conditions to define who should be included.

Combining segment rules

Use AND when a contact must meet every condition. For example:

• Lives in Scottsdale.
• Has not been mailed in the last 90 days.

Use OR when a contact can meet either condition. For example:

• Is a past client.
• Is part of your sphere.

How segments stay up to date

Segments are dynamic. Every time a segment is used, Wise Pelican checks your database again. New contacts who match the rules are included, and contacts who no longer match are left out.

If you need an audience that stays fixed for a specific campaign, create a static list and use filter rules to add the matching contacts once. The list won't change afterward, and you can run it again later with different filters.