Segmenting your database is one of the most practical things you can do to improve campaign relevance. Here is how to create a basic segment in TouchBasePro.
Create a segment in 6 steps
- Log in to your TouchBasePro account and click Send an email campaign.
- Under Add new subscribers, click the hyperlinked text Segments.
- Click the green Create a new segment button.
- Define the rule for your segment. Rules are based on data already in your database, such as a custom field.
- Complete your rule by selecting the relevant options from the drop-down fields. For example, to segment by gender, select the custom field Gender, choose Matches exactly, and type
female. - Name your segment and click Save and preview.
That's it. Once saved, your segment is available to select whenever you build a campaign.
Frequently asked questions
- What data can I use to build a segment in TouchBasePro?
- You can base segments on any data stored in your database, including custom fields such as gender, location, or any other subscriber attribute you collect.
- Where do I find the Segments option in TouchBasePro?
- Go to Send an email campaign, then look under Add new subscribers. Click the hyperlinked word 'Segments' to open the segments tool.
- Can I preview a segment before using it in a campaign?
- Yes. After naming your segment, click 'Save and preview' to see which subscribers match the rule you have defined.