Segments are lists of Subscribers created based on different criteria, which give you the ability to target these lists across your communication channels. There are two types of Segments you can create inside your Instance: Manual and Dynamic.

A Manual Segment is a free-form list that gives you the ability to compile Subscribers into a group based on whatever criteria you want by importing a .CSV or by adding users from your Audience List.

You are able to update Manual Segments whenever you would like. These lists will persist as created until they are edited or deleted.

To learn how to create and update Manual Segments, check out these articles: Creating Manual Segments and How to Update a Manual Segment.

Dynamic Segments give you the ability to create rules that define a group of Subscribers that you want to communicate with based on their unique attributes.

Your Dynamic Segments will be updated automatically to add/remove Subscribers based on their Subscriber attribute data and the rules you created. This means you don't have to constantly scrub your lists and update your Dynamic Segments every time you want to use them.

To learn how to create a Dynamic Segment, please review: Creating Dynamic Segments

To see the Segments that have been created in your Instance, go to Audience > Segments.

The Segments Table is automatically divided into 4 Permission focused filters:

My Segments

Lists all Segments where you are the creator.

Shared With Me

Lists Restricted Segments where you are included as Shared With. Administrators will see all Restricted Segments in this filter by default.

Global

Lists Segments that are available for all Team Members with relevant permissions. These Team Members will be able to see, edit, and use these Segments.

All

Lists all of the above grouped together - this is a great way to view results when searching for a Segment, but you're not quite sure which Filter it might belong under.

For information about how to use these Permissions with Segments, please review Segment Access Permissions.

Within each of these filters, the following are included by default.

Beyond the above default columns, you can configure this table to include additional attributes from the Edit Table button at the top right of the table. Columns are added the same way that other audience tables are customizable.

The additional columns available for segments include:

To use the bulk selection function, click to "check" the box to the left of each row that you want to select, or check the box at the top of left of the table to select all Subscribers on the current page.

After at least 1 row is selected, the following bulk actions will appear at the top of the page:

Update Access Level

Change the Access Level to either Restricted or Global.

Delete

Selecting Delete will permanently delete the Segments for all users. Because this action cannot be undone, you will be prompted to confirm the deletion after selecting this option.

Deselect All

When you click Deselect All, all currently selected subscribers will be deselected.

For more in-depth information about using these Bulk Actions, please review Audience Bulk Actions - Segment Bulk Actions

If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.