Brian Cliette

Finding and Utilizing Segments in ActiveCampaign for Successful Marketing Campaigns

Navigating through ActiveCampaign can be a bit tricky, especially if you’re new to it. But don’t worry, you’re not alone. Finding segments in ActiveCampaign is a common challenge faced by many.

Segments are a powerful tool in ActiveCampaign. They allow you to group your contacts based on shared characteristics, making your marketing campaigns more targeted and effective. But where exactly do you find these segments?

In the next few sections, we’ll walk you through the process of finding and using segments in ActiveCampaign. We’ll take the mystery out of this powerful feature so you can start leveraging it to improve your marketing efforts. So let’s dive right in, shall we?

Why segments are important in ActiveCampaign

Segments play a key role in your digital marketing strategy. Segments allow you to group contacts based on shared characteristics. This can significantly enhance the effectiveness of your marketing campaigns. Here’s why they are so crucial when it comes to using platforms like ActiveCampaign.

Better Targeting

You want to send messages that make sense to the recipient. That’s where segments come into play. By creating segments based on different criteria like geographic location, purchase history, or behavior on your site, you can target your messages more accurately. This leads to a higher click-through rate and, consequently, a better return on investment.

Improved Personalization

Segments are all about personalization. With a segmented database, you’re able to send tailored email campaigns, addressing the specific needs or wants of your contacts. Personalized email campaigns have been proven to perform better than their generic counterparts.

According to research, personalized email campaigns receive 29% higher email open rates and 41% higher click rates. Let’s take a close look at this data.

Email Open Rates Click Rates
Personalized Email Campaigns 29% higher 41% higher
Generic Email Campaigns

Knowing your subscribers well enough to create these personalized messages will undoubtedly lead to higher engagement.

Increased Revenue

Lastly, you shouldn’t overlook that segmented marketing campaigns also directly impact your bottom line. A targeted, personalized email is much more likely to convince a subscriber to make a purchase. Many businesses report seeing an increase in revenue after implementing segmentation in their marketing strategies.

Use these insights to improve the effectiveness of your own email marketing campaigns using ActiveCampaign. Continue reading on the next section as we’ll guide you on how to find, create, and effectively use segments within ActiveCampaign.

Starting your journey in ActiveCampaign, you’ll interact with a user-friendly interface. The main menu sits on the left, providing easy access to different aspects of the platform, including contacts, campaigns, automations, reports, and of course, segments.

Locating Segments on ActiveCampaign

Segments are nestled inside the ‘Contacts’ tab. Here’s the route you’ll take:

  1. Click ‘Contacts’ from the main menu
  2. Choose ‘Segments’ from the sub-menu that appears

Voilà! You’re in the segments area ready to dive deep into your contacts.

Creating and Using Segments

Creating a new segment is a breeze. Just click the ‘Add a Segment’ button, situate at the top right corner of the Segments page. Now you get to define your segment’s parameters. Remember, these should be shared characteristics among the contacts you’re targeting.

For example, if you’re aiming at repeat customers who’ve made a purchase in the past six months, you might set the parameters to ‘Total orders is greater than 1’ and ‘Last order date is after [specific date]’.

Next step? Name your new segment and apply it to the desired list(s). You’re all set from there. You can start creating personalized marketing campaigns that hit targets more accurately, giving you better engagement and, potentially, higher revenue.

Don’t forget: you can adjust segments over time. Marketing isn’t a static realm, so it’s vital to keep optimizing your segments to match shifts in your customer base and business goals.

Please note, your segments data underline the importance of clean, up-to-date contacts. Without accurate info, your segments may be less effective. Regularly updating your contact data, therefore, goes in hand with your segmented campaigns strategies.

Proceed to the next step in understanding the power of segmentation – applying segments to your campaigns. Once you’ve got that down, you’re well on your way in making full use of ActiveCampaign’s feature-rich landscape.

Accessing the Segments feature

Now that we’ve navigated our way to the ‘Contacts’ tab, it’s time to discover the ‘Segments’ feature. This powerful tool is at your disposal and can be accessed with a few straightforward steps.

First off, you’ll notice a sidebar menu on the left side of the ‘Contacts’ tab. Your eye should catch an option that reads ‘Segments.’ Simply put your cursor on this option and give it a click. Voila! You’ve entered the world of Segments.

Why would you need to access the Segments feature you ask? Well, segments are all about grouping your contacts based on shared characteristics. As you might guess, this comes in handy for all sorts of engagement strategies. Got a product update that’s only relevant for users from a particular industry? Segment your contacts accordingly. Want to target customers who’ve made a purchase in the past 6 months? Segments are your friend.

Creating a new segment is as straightforward as you’d hope. On the ‘Segments’ page, there’s a blue button that reads ‘Add a Segment.’ Hitting that button will open a screen where you can define the parameters for your segment. Maybe it’s ‘Contacts from the Tech Industry’ or ‘Customers Who Have Made a Purchase.’

To guide your segment creation, ActiveCampaign provides you with a range of filters. These include options for demographic data, purchase history, website activity, and much more. You’re free to combine multiple filters to get hyper-specific with your segmentation.

But that’s not all, folks. ActiveCampaign allows you to tweak your segments over time. After all, your business goals aren’t static, and neither should be your contact segments. Adjusting segments over time to match shifts in your customer base and business goals can really pay dividends for your marketing efforts.

So that’s how you access the Segments feature in ActiveCampaign. Now it’s time to go play and discover how segmentation can revolutionize your engagement strategies. Bear in mind, of course, the importance of maintaining clean and up-to-date contact data for effective segmentation. Knowledge is power, and in this instance, it’s also the key to effective customer engagement.

Creating new segments

ActiveCampaign allows you to create new segments effectively. Here’s how you can do it:

  1. Log into your ActiveCampaign account.
  2. Navigate to Contacts->Segments
  3. Click on New Segment.

Upon clicking, you’re prompted to set the conditions for your segment. Remember the goal here—grouping contacts with shared characteristics. For instance, you might create a segment for contacts who have purchased in the last 30 days. Such segmentation allows targeted engagement enhancing your marketing strategies.

ActiveCampaign offers a plethora of Conditions that you can use to define your segments. This includes email activity (such as opens or clicks), deal stage, contact fields, and more. You’re not limited to a single condition—combine as many as you need to finely tune your target group.

Consider this scenario: you want to reach customers in California who purchased in the last month and opened your fall promotion email. You’d set these conditions:

  • From the Contact Fields condition block, pick geographical location -> state -> is -> California
  • From Contact Actions, choose has been sent any campaign -> in the past -> 30 days
  • From Email Activity, select has opened -> specific campaign -> Fall Promotion email.

Finally, save your segment. ActiveCampaign will automatically populate it with contacts who meet the defined conditions. Note that your segments are dynamic. As contacts’ behavior changes, they’ll move between segments as per your set conditions.

Remember to revisit these segments periodically. Business goals change over time—a segment serving your purpose today might not be as effective tomorrow. Adjust and tweak as needed keeping your contact data clean & up-to-date always for effective segmentation. By applying these techniques, you’re well on your way to leveraging the power of segmentation to its full potential within ActiveCampaign.

Remember, the goal is to strategically harness the power of segmentation to create individualized paths for your customers and prospects. Crafting effective segments requires time, attention to data, and creativity. Let ActiveCampaign do the heavy lifting for you. Efficient utilization of segmentation allows for a more personalized communication experience—developing deeper connections with your audience.

Modifying existing segments

While ActiveCampaign expertly ensures the shaping of your contact list into meaningful segments happens with convenience, you’ll also find it’s quite effortless to modify these existing segments as required. Adaption to your varying business objectives is a critical aspect of any successful marketing strategy.

Let’s say you’ve created a segment for your contacts who’ve shown interest in a particular service you’re providing. Over time, if your service offerings change or expand, you’ll need to tweak your segment criteria accordingly. How, you might wonder? Follow these easy steps!

Browse to the ‘Contacts’ option in the ActiveCampaign panel. Herein, you’ll spot the Segments area. It’s within this space you may locate the segment you’ve set your mind on changing and select it. The conditions that originally went into creating that segment would be displayed right there.

Hit the Edit button. You’ll see a list of conditions that currently define this segment. Feel free to tweak these as required, with options to remove, alter or add new conditions.

You’re not committed to these changes just as yet. The beauty of ActiveCampaign lies in the flexibility it provides with its Preview Panel. It’s – as the name suggest – your first look at how the altered segment reflects now.

Okay, so you’ve made alterations, and their impact looks positive in the preview. What next? Just save your changes! Keep in mind that it’s a dynamic platform. As your contact data evolves, your audience interests shift, and business plans alter, returning to modify segments from time to time is beneficial.

It’s essential to remember, ActiveCampaign is an intuitive tool. When it comes to modifying existing segments, the platform guides you through the process, making room for continuous improvement. Enjoy the freedom to evolve with your business and audience needs, leveraging this crucial feature of the tool.

Using segments in your marketing campaigns

One of the key benefits of using segments in ActiveCampaign is their application in your marketing strategies. Segments play a potent role in targeted campaigns, since they help categorize your customer base depending on a variety of factors, such as their browsing behavior or purchase history.

When you understand and apply the potential of segments in your marketing campaigns, you can tailor your messages to resonate with each customer group. You know your audience and what they want. You’re not just sending out generic messages but curating content that speaks directly to the group’s preferences.

It’s quite simple to use segments in your campaigns. When creating a new campaign, you’ll see an option to select a list to mail. Next, you’ll see an option to choose a segment. All you need to do is select the appropriate segment for the campaign. The beauty is, if you decide to change your mind halfway through, you can easily swap out the segment without having to start over.

You shouldn’t underestimate the power of audience segmentation in achieving remarkable results for your campaign. For instance, an Adobe 2018 Digital Trends report showed that 51% of companies using audience segmentation saw a significant increase in conversion rates.

Statistic Value
Companies using audience segmentation 51%
Significant increase in conversion rates Yes

This truly illustrates the power of targeted marketing and how you can leverage ActiveCampaign’s segmentation feature to achieve similar results.

Remember, segments are fluid. They’re not set in stone. As you gather more customer data, your segments should change and adapt. Keep analyzing your results. Make the necessary adjustments to continually improve your marketing campaigns. Using segments is an ongoing process that involves reviewing, tweaking, and refining.

There you have it. You now possess the knowledge to maximize the use of segments in your campaigns with ActiveCampaign. But don’t stop here. Keep exploring and learning.


So, you’ve learned how segments in ActiveCampaign can elevate your marketing campaigns. They’re not just tools for organization; they’re powerful assets that let you craft personalized messages for your audience. Remember, it’s not about using segments just for the sake of it. It’s about leveraging them to understand your customers better and engage them with tailored content. The ease of use and flexibility of ActiveCampaign’s segments make them a must-try. But don’t stop there. Keep refining, keep analyzing. Your marketing strategy will only grow stronger. Go ahead, tap into the power of segmentation with ActiveCampaign. Your audience awaits.

Frequently Asked Questions

What are the benefits of using segments in ActiveCampaign?

Using segments in ActiveCampaign allows you to categorize your customer base effectively. This makes it easier for you to tailor your messages differently for each group, enhancing the chances of your messages resonating with the customers.

Is it difficult to use segments in active campaigns?

Not at all. The simplicity and flexibility of using segments in ActiveCampaign makes it easy to efficiently manage your marketing campaigns. You can easily swap out segments in your campaign at any time.

How does audience segmentation result in better marketing results?

Audience segmentation helps you send more personalized and relevant messages to your customer groups. This leads to higher engagement rates, improved customer satisfaction, and ultimately, higher conversion rates.

Is it necessary to continuously refine segments in ActiveCampaign?

Yes. Continually refining your segments allows you to keep up with changing customer behaviors and preferences. This helps you maintain high levels of relevance and engagement with your customer base.

Is there more to learn about using segments in ActiveCampaign?

Absolutely. The field is ever-evolving, and there’s always something new to learn about using segments in ActiveCampaign. Keep exploring and learning to take full advantage of the power of segmentation.

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About me

My name is Brian Cliette; I help brands and entrepreneurs find sustainable paths to sales growth on the social internet.

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