Documentation Center

Creating a Segment from search

A Contacts search allows you to define search criteria to filter a list of Contacts. When you perform a search on the (All Contacts) node, you can save the filter (used to filter these Contacts) as a Segment.

Before you begin

To create or update a Segment, you need Segmentation Management rights and Write permissions for the parent Folder.

You can only create a Segment from search from the (All Contacts) node in a Publication (not within System Administration).

About this task

Procedure

  1. Open the Content Manager Explorer.
  2. Navigate to the Publication > Audience Manager > Address Books node.
  3. Select the (All Contacts) node.
  4. In the Search window:
    1. Define search criteria—for more information, see Searching Contacts.
    2. Click the Search button. The list view shows Contacts filtered according to the search criteria.
    3. Click the Save button.
    A dialog appears in which you can add the Contacts in the filtered list to an existing Static Distribution List, or create a new a Dynamic Distribution List or Static Distribution List.
  5. Create a Segment as follows:
    1. In Step 1, Choose the type of item to save by selecting New Segment from the drop-down menu.
    2. In Step 2, Enter title and description.
    3. In Step 3, Select a Folder where you want to save the Segment then click OK to save the Segment.

Results

The Segment is created in the specified Folder.