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:

    The search window shows Standard, Details and Keyword filter options and the list view the Contacts within the Address Book or Distribution List:

  4. In the Search window:
    1. Define search criteria as described in Searching Contacts.
    2. Click the Search button. The list view shows Contacts filtered according to the search criteria.
    3. Click the Save button.
  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.

What to do next

Copying or moving Segments