How to Assign Contacts to a Segment

Assigning Contacts to Segment is important for tailoring your communication with each customer type and track effectiveness of the correspondences.

Navigate to your contact listing page by clicking on the Contacts tab from the Main Dashboard.

There are two ways to assign contacts to a Segment – Groups or Lists.

Assigning one or more contacts to segments

Under the All contacts tab, select all the contacts you want to assign to a segment by ticking the checkbox located on the far left of the Contact’s record.
After selecting a contact from the list, click on the ‘More Options’ button on top right of the screen then select ‘Assign to Segment’
A pop-up window will appear with the list of Segments that you currently have, choose the Group(s) and then choose the list(s) that you want to assign the contact to
Then click on the Submit button to finish assigning your contact to that Segment.

The second option is to click on the ‘More Options’ button under the action tab of the contact list and select ‘View Contact Details’.
You will then be redirected to your Contacts Details page where you can click on the ‘Assign to Segments’ button.
A pop-up window will appear with the list of Segments that you currently have, choose the Segment that you want to assign the contact to and click on the Submit button to finish assigning your contact to that Segment.

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