Segmentation

Segmentation is the process of dividing the contact database into segments based on specific conditions, such as gender, date of birth, order value, region, interests, etc.

Effective segmentation allows for more precise adaptation of marketing strategies, messages, and offers for each segment of contacts. It can also enhance the efficiency of campaigns and improve interaction with the audience.

Segments Types

There are two types of segments in Yespo:

• Lists: static segments, that are updated manually, via workflows, or by transferring data via API. For example, when importing contacts, exporting them from reports or dynamic segments.

• Dynamic: dynamic segments that are regularly updated according to specified conditions. As soon as a contact matches the specified conditions, it’s automatically added to the segment. If the contact ceases to meet the conditions, it automatically leaves the segment.

Creating Segments

1. Go to Contacts → Segments and click Add segment.

2. Select the type and click Create.

Learn more about how to create dynamic segments >

Segment Management Options

To access management options, press the three dots icon in the segment field.

Available options:

• Contacts export

Any dynamic segment can be transformed into a regular contact list. For example, it is necessary to save contacts in a permanent list, as contacts in dynamic segments are constantly updated depending on conditions.

• Copy segment

Only for the Dynamic segment type.

• Split segment

Used for A/B testing. Splitting can be done manually or automatically by activating the Distribute evenly switch.

• Empty segment

Only for the List segment type.

• Delete segment

If you choose the Delete contacts also option, recovering contacts will be impossible.

Searching for Segments

For a quick segment search, use the search field for:

• Name

• Tag

• ID