SugarCRM SupportProduct GuidesSugar MarketSugar Market User GuideEmail CampaignsWorking With Segments
Sugar Market was formerly known as Salesfusion.

Working With Segments

Overview

Segments are defined contact record groupings used to target dynamic email content in Email Builder 2.0. This guide will cover creating, defining, and managing segments in Sugar Market. 

Prerequisites

  • Users must have the "Marketing Admin - Segment Creation/Editing" permission enabled to create and edit segments.

Creating Segments

Segments can be created from the Segments page or directly in Email Builder 2.0. Segments can be composed of a single grouping or multiple groupings.

From the Segments page: Segments can be created by navigating to Manage > Segments. Once on the Segments page click, the Create button.

From the setup stage in Email Builder 2.0: For more information on creating segments in the setup stage in Email Builder 2.0, refer to the Using Dynamic Email Options section of the Creating Email Campaigns user guide.

From the build stage in Email Builder 2.0: For more information on creating segments in the build stage in Email Builder 2.0, refer to the Dynamic Elements section of the Designing Emails user guide.

Defining Segments

Once you have created a new segment, you will then define the conditions that control which contact records are included in the segment.

Follow these steps to define a segment:

  1. Fill in the name of the segment using the Name field.
  2. Within a grouping, use the Record Type dropdown field to select the record type for that grouping.
    Note: Segments are made up of only contact records. When selecting another record type and condition in a grouping, associated contacts to any valid records will be included in the segment.
  3. Select the field you wish to filter the selected record type by.
    feildfield
  4. Select an operator and input a value to apply to the selected filter field.
    segfilter
  5. To add additional filtering conditions within the grouping click either the "+ And" or "+ Or" button.
    segfilterplus
  6. To create an additional grouping with independent filtering conditions click either the "+ And" or "+ Or" button below the existing grouping or groupings.
    segnetnew
  7. Once your grouping or groupings are defined you can use the Description field to fill in a description for the segment.
  8. Click the Save button to save your segment. 

Managing Segments

All of your created segments can be managed on the Segments page. You can get to the Segments page by navigating to Manage > Segments.

segnav1

On the Segments page, you can use the Search field to search for a specific segment. Additionally, you can click the filter icon to filter out specific segments based on a set condition.
segpsearchfilter

After searching and or filtering for the needed segment or segments you can sort the displayed segments using the sort icon. Additionally, you can click any column header to sort the displayed segments by that column.

sortseg

By clicking on the line item for a segment you can see more details for the segment as well as edit the description.

segselectdeets

When a segment is selected you can click the pencil icon to edit the segment's name, grouping definitions, and description. 

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You can also archive a selected segment by clicking the archive icon. 
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Note: Click the view archive icon to view all archived segments.
segviewark

Last modified: 2022-04-27 20:25:35