EngageMessage lets you filter and segment important groups of users, so you can send them precise messages which results in more sales. For example, you can create a segment of loyal customers and send them special promotions, or you can create a segment of VIP customers, shopping mums, or whatever you like.

In this article, we will cover some basic information on segments.


What is a segment?

A segment is a group of contacts.

You can set rules to select a group of contacts and call this group of contacts a segment.

When you add new contacts to your EngageMessage contacts list, if the new contacts match the rules you set for the segment, the new contact will be automatically added to the segment.

You can create as many segments as you need in EngageMessage.

There are several predefined segments on EngageMessage: Active, New, Slipping Away, etc. Those predefined segments have predefined rules, but you can change the rules anytime you want or create new segments.


How to create a segment?

First, we need to use filters to select a group of users.

  1. Open EngageMessage app

  2. Go to the Contacts page

  3. Tap All Contacts

  4. Tap Add Filter

  5. Add filters to select a group of contacts. You can add as many filters as you want.

  6. Set the logic between filters. “and” means the contact needs to match all the rules; “or” means the contact needs to match either one of the rules.

  7. Tap Save Segment and name your new segment

  8. Done!

Your new segment will appear on your contacts page. Any new contacts that match the rules you set for this segment will be automatically added to this segment.


How to edit a segment?

To edit a segment, you just need to tap the segment, tap the rules on the top and make your changes. Don't forget to save the changes by tapping the Save Segment button on the bottom.


How to delete or rename a segment?

You can only change the name of the segments you create, but not the predefined segments.

  1. On the Contacts page, tap any segment and hold for a second

  2. Tap the More button - the three-dot icon - on the top right corner

  3. Tap Rename Segment or Delete Segment


Predefined segments

EngageMessage comes with several predefined segments. You can find these segments at the top of your Contacts page. Here are the rules we set for the predefined segments. Feel free to change it according to your needs.

  • Active: Contacts who have been active in the last 30 days.

  • New: Contacts who have been active in the last 24 hours.

  • Slipping Away: Contacts who haven't been active for 30 days or more.


How to manage your segment lists?

You can create as many segments as you need. To manage the list of your segments, simply tap any segment on the Contacts page and hold for a second.

  • To show a segment, toggle the switch to "ON".

  • To hide a segment, toggle the switch to "OFF"

  • To re-arrange the segments, tap the reorder icon - the three horizontal lines - and hold it until the segment pops out, drag it up or down, and place it in the desired spot

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