Creating a new dynamic segment

1. Go to the Contacts -> Dynamic segments tab.

2. Click the + New dynamic segment button in the upper right corner.

1. Basic Information:

• Group name: Enter a unique and easily identifiable name for your segment (required field).

• Description: Add an optional description to clarify the segment's purpose.

1. Condition Configuration:

• Logic within a condition group: Within a single group (e.g., "Segment 1"), decide whether contacts must meet all of the defined conditions or any of them.

• Defining a single condition:

  • Data type: Choose the data source for the condition. (Check How dynamic segments work: data sources).

  • Operator: Select a logical operator (e.g., Equals, Contains, Before). The available operators depend on the selected data type.

  • Value: Enter the value to compare against.

• Adding more condition groups: You can add more independent condition groups (e.g., subsegment or "Segment 2") and connect them to the first group using and / or logic.

1. After configuring all conditions, click Create to save the dynamic segment definition.

Using Dynamic Segments

• For panel campaigns only: Defined dynamic segments can only be used as target groups for campaigns (email, SMS, push) created and sent from the MessageFlow panel.

• On-the-fly generation: The actual list of contacts meeting the segment's criteria is dynamically generated the moment you select the segment as the target for a campaign and initiate the send.

• No API access: It is not possible to retrieve the list of contacts belonging to a dynamic segment via the API to target campaigns initiated from external systems.

Detailed Segmentation Operators

Below is a list of available operators for each data type.

• Custom Fields (contact attributes):

  • Text: equals, is not equal to, starts with, ends with, contains, doesn't contain, has no value.

  • Number: =, >, <, between, has no value.

  • Date: equals, not equals, is not equal to, before, after, between,has no value.

  • Boolean (true/false): is true, is false, has no value.

• Website Visits: (Note: Please confirm the specific criteria with our support team).

• System Events:

  • Event occurred: PushClick, MailClick, SmsClick, MailOpen.

  • Event did not occur: PushClick, MailClick, SmsClick, MailOpen.

• Custom Events (API): (Note: The available criteria depend on the events and their attributes you send. Please confirm the details with our support team).