How to Create Segments in ActiveCampaign?

Around 4.1 billion users use email daily! So, if you are looking to convert your contacts into high-paying customers, email marketing is the key.

ActiveCampaign is a SaaS platform you can rely on for your email marketing strategy. It automates your email marketing, sales, and customer relationship management.

With ActiveCampaign’s segmentation features, you can reach your customers with the messages they care about the most.

The best part: You can integrate ActiveCampaign with Glance and run winning email campaigns.

This blog post will discuss segmentation types in ActiveCampaign and show you two easy ways to create segments.

Types of Segmentation in ActiveCampaign

Your email subscriber can belong to a particular list, have a specific tag, and have multiple custom field values. ActiveCampaign segments your contacts through these features. But what are lists, tags, and custom fields? Let’s find out.

Lists

A list is a group of contacts that share a common attribute. For example, it could be customers who have subscribed to your paid newsletter. Or, customers who have registered for a free trial of your services.

Lists function at a broader level. Look at the list as a folder where you store all files (or, in this case, group members) that share a common attribute.

You can automate shifting members of one list to another list if their attribute changes. For example, if a free trial customer upgrades to a paid plan of your services, they can be automatically shifted to the list of paid customers.

You can populate a list using leads from your website or landing page by integrating a form from ActiveCampaign. When a customer submits this form, they are automatically added to a list you select.

You can also manually add a list to ActiveCampaign.

Tags

Tags put a label on your contact’s distinctive features. For example, you can create tags for your list of paid customers to identify their conversion source. You might use tags like “source: landing page,” “source: website CTA,” or “source: email CTA”.

Use tags to segment your lists or automate a trigger. You can also personalize your email based on your contact’s tag.

Tags are also used to create conditions and send parts of the text to a specific contact.

You can automate tag assignments by setting triggers when a specific event occurs. For example, when new customers are added to your paid customers list (event), you can automatically assign them the “new customer” tag. This tag will identify your new customers and automate a specific process like sending a welcome email.

You can also automate removing the “new customer” tag to ensure your new customer gets the welcome email only once. For example, if your customer receives a welcome template (condition), remove the “new customer” tag (action).

Custom Fields

Custom fields can be any information you have about your contacts, including the data they provide. For example, you can create a custom field for the customer’s date of birth.

Custom fields are stored on your contact’s profile. The custom field values allow you to send personalized emails and build engagement with your contacts.

You can also create if-else actions and split actions based on the custom field values.

An if-else action will segment your customers into specific groups based on the custom field. For instance, “if” the contact’s date of birth falls below the year 2000, send them X email. “Else” send them Y email.

Keep in mind, that it’s better to keep the number of lists to a minimum. Use tags and custom fields to segment your contacts at a micro level.

How to Create Segments in ActiveCampaign?

Segments are subgroups within your list of contacts. There are two ways to create segments in ActiveCampaign:

i) Through lists

ii) Through tags & custom fields.

During Campaign Creation – Based on your lists

Step One: Go to the ActiveCampaign dashboard and click on the “lists” option from the top menu. All your lists appear.

Step Two: On the list of your choice, select the drop-down under “import contacts.” Then click on “segments.” A little menu appears below the list name. This menu shows you your existing segments and an option to create a new segment.

Step Three: Click on “new segment.” Add a name to your segment. And click “save.”

Your segment creation is successful.

Note: If you want to add a condition to this segment, use a tag. To do so, add a tag, [condition], and the tag name. Then, click on the “save” button at the top right.

When you create a new campaign, select a list. Then, choose your segment under that list.

Using Advanced Search – Based on your tags and custom fields

Step One: On your ActiveCampaign dashboard, go to “contacts.”

Step Two: Go to the “search contacts” field at the top right. Then click on “advanced search.” The segment builder appears.

Step Three: Choose from different categories of conditions, including custom fields, contacts, and actions. You can also choose the AND / OR operator to target specific segments.

Step Four: Click on the search option.

ActiveCampaign displays all the contacts that fall under your selected search conditions.

You can save this search result as a segment. To do so:

1.  Click on the “condition set” field at the top of the search results.
2. Click on the “save as segment” option.
3. Name your segment and save.

 

To access this segment:

1. Go to the “lists” option.
2. Navigate to a particular list.
3. Select the drop-down under “import contacts” and select “segments.”

A little menu appears below the list name. This menu shows you your existing segments. Click on the segment name you want to view.

How to Integrate Glance with Activecampaign for Your SaaS Business?

While ActiveCampaign is a great email marketing automation tool, integrating it with Glance helps you target the right hyper-segments of your SaaS context. Use these quick steps to integrate ActiveCampaign with Glance:

Step One: Sign up for a free trial of Glance.

Step Two: Select Active Campaign as your email marketing platform. Also, add supporting channels, if any.

Step Three: Add your API access URL and API access key. Click Next.

Step Four: Select your SaaS business type and your Ideal Customer Profile. Click Next. Based on your inputs, your SaaS goals appear.

Step Five: Match your lists imported from ActiveCampaign to their corresponding SaaS goals. Click Next.

For each SaaS goal, Glance creates hyper-segments for your business. You can use these hyper-segments to send your email campaigns.

Glance also simultaneously creates custom objects on ActiveCampaign. To access this:

1. Go to the ActiveCampaign dashboard. Select Contacts.
2. Select a particular contact and scroll down until you find your custom object. In our case, it is Glance’s hyper-segments.

When Glance automatically creates SaaS hyper-segments, they show up in ActiveCampaign. This event triggers an action in ActiveCampaign, like sending an email.

The Bottom Line

Sit back and relax with segments ready for your next email campaign. Integrate Glance with Active Campaign to make connecting with your customers quick, easy, and more effective than ever.