Onboarding: Segments

This document describes what a Segment is within Mautic and how to set one up.

Think of your segments as lists, or groups of contacts. You’ll use segments to send emails, trigger campaigns, or simply for analysis. You can add and remove contacts from a segment multiple ways, and into multiple segment types: Static and Dynamic.

Once any segment is created, click the “View Contacts” button on the right side of the Segments page for a list of contacts in that segment. You can also see lists of contacts in a segment by searching “segment:{segment-alias}” on the Contacts page.

Static Segments

Static segments are not filter-based. Adding contacts to a segment must be done in one of three ways:

  • Manually moving contacts
  • Using an Action in a Campaign, Form Submit Action, or Point Trigger Event
  • Uploading contacts via CSV file directly into a Segment

Manually Moving Contacts

Segments - Batch Modify

If you need to move a contact quickly into a static segment, you two options to do this manually.

  1. For batch updating contacts:
    • Use search filters in the contacts section of Mautic to find the contacts you want to modify
    • Check the boxes next to those contacts
    • Click on the green drop-down arrow that appears at the top of the column
    • Select “Change Segments” from the list
    • Choose the segment(s) you’d like to add the contacts to and/or remove contacts from
    • Click Save
  2. For individual contacts:
    • Navigate to the contact record you want to change
    • Click the drop-down arrow in the top right, next to Edit/Send Email/Close
    • Select Preferences
    • Click on the Segments tab
    • Choose the segment(s) you’d like to add the contacts to and/or remove contacts from
    • Click Save

Campaign Action

Segments - Campaign Action

Inside a campaign, you can add contacts to or remove contacts from segments using the “Modify contact’s segment” action. In order to add contacts to a segment, you must have already created the segment and set it to Public Segment = Yes.

  1. Within the campaign builder, click on a connector
  2. Select “Action”
  3. From the drop-down list of actions, select “Modify contact’s segment”
  4. Choose from the list of existing segments that you want to add/remove your contact from
  5. Save and close

Form Submit Action

Segments - Modify in Form

“Modifying contact’s segments” is available as a submit action on Standalone forms. With a Campaign form, you’d create a campaign with a “Modify contact’s segment” action.

  1. Click on the “Actions” tab
  2. From the”Add new submit action” drop-down list, “Add new submit action” select “Modify contact’s segments”
  3. Title the submit action and add a description (optional)
  4. Select the segment(s) you’d like to add/remove the contact from
  5. Click Add

Points Trigger

Segments - Points Trigger

Once a contact has accrued an assigned number of points, you’re able to automatically add them to a segment. You may want this to be a segment for your most engaged contacts who become eligible for special offers, or a segment that your sales team reviews regularly to find potentially hot prospects.

  1. In the Points section of the platform, select Manage Triggers
  2. Click +New
  3. Give your Trigger a name and description
  4. Enter the number of points as the minimum for a contact to be added to your segment
  5. Determine if you’d like to add all contacts with at least that number of points to the segment
    • If you only want to add new contacts who reach that threshold to this segment, leave switch set to “No”
    • To add all existing contacts with at least a certain number of points to the segment, switch to “Yes”
  6. In the Events tab, click the drop-down for “Add an event” and select “Modify contact’s segments”
  7. Title the event and add a description (optional)
  8. Select the segment(s) you’d like to add/remove the contact from
  9. Click Add, then Save & Close

This accomplishes the same thing as creating a Dynamic segment with a filter for Points, operator greater than (or equal to), and the minimum number of points. The only difference is that if you only want to add contacts to a segment who reach the point value after creating this trigger to a segment, you have that option.

CSV Upload

If you have a list outside of Mautic, for example in an Excel, Google, or Numbers sheet, you can upload that list directly into a Mautic segment.

Note: You’ll need to create your segment first

  1. Click into the Contact section of the platform
  2. Click on the drop-down arrow in the upper-right hand corner and select, “Import”
  3. Make sure your file is in a UTF-8 CSV format. Select your file then click “Upload”
  4. At the top of the next screen, you can select the segment you want to add the contacts into
  5. Map the appropriate fields from the file (Remember to always map the unique identifier, so you don’t create duplicates)
  6. Click Import

If your file is larger than 1,000 rows than the system will change screens and inform you once the file has uploaded.

Once the contacts have been uploaded, click over to the Segments section of the platform and see your contacts added.

Dynamic Segments

Contacts move into and out of dynamic segments automatically based on the filters applied to the segment. As updates happen to the data associated with the contact, including company associations and behaviors, Mautic updates segment membership accordingly.

Filtering

Mautic Segments - Filters

Mautic will dynamically move your contacts to/from segments based on filters. You can filter on contact fields, company fields and even actions, such as emails sent or read.

  1. Create a new segment by clicking on the +New button
  2. Add a name and description to your segment in the Details tab
  3. Click on the Filters tab to add filters
  4. Click on the “Choose one…” dropdown and search for the field you’d like to segment by. Fields are broken up into three (3) sections:
    • Contact fields
    • Contact behavior and actions
    • Primary company fields
      • Fields must be set to Available for Segments = Yes in your Custom Field manager to appear here
      • Contacts may be associated with multiple companies, but Mautic will add them to segments based on fields for the primary company
  5. Add more filters, using and/or operator, if you’d like
    • An “Or” operator creates a new group of filters that can include “And” operators
  6. Save and close

Segment Options

For both static and dynamic segments, you’ll see a few additional options on the right side of the segment page.

Public Segment: This option determines if the segment is available for all users to see and use, or only the user who created the segment.

Available in Preference Center: If set to Yes, contacts will be able to see and opt into or out of the segment on a Preference Center page. The segments will only appear if the Preference Center contains the Segment List slot type.

Published: If set to no, the segment will not be available for use in filters for other segments, as a contact source in campaigns, modify segment actions, etc. While you’ll still see the segment in your segment list, it essentially won’t exist anywhere else in Mautic.