How to create a segment in the campaign wizard

Learn how to create a new segment while creating a campaign. Use AI with natural language inputs to generate a segment that you can edit without leaving the campaign wizard.

Before you begin

This guide only covers how to quickly build a segment within the campaign wizard. For in-depth information about creating and editing segments, see the guides below:

• Getting started with segments
• How to define segments with AI

Generate a new segment in the campaign wizard

The option to create a new segment will appear in the Recipients step of the campaign wizard.

1. Navigate to the Campaigns tab.
2. Click Create campaign.
3. Enter a campaign name and select Single channel. Choose a date and channel, add any optional tags, then click Continue.
4. On the Recipients step, click the text box in either the Send to or Don't send to field. If the exclusion field is collapsed, click Don't send to to expand it first.
5. Instead of choosing an existing list or segment, type out a sentence or phrase describing your desired segment.
   

6. Click Create new segment for "[your description]" at the bottom of the dropdown.
   • It may take a moment for the segment definition and profile count to load. Generating this preview does not save the segment.
7. Review the generated conditions to make sure they describe the audience you want. Then choose from these 3 options:

• Click the trash icon to delete the generation and start over.
• Click Edit to manually modify the definition in the segment editor. Review the segment name, then click Create to save the segment and add it to your campaign.
• Click Create to use the definition as shown. In Name this segment, enter or review the name, then click Next to save the segment and add it to your campaign.

If you choose to create the segment, it appears in the Send to or Don't send to field for use in your campaign. You can continue to generate more segments or choose existing lists and segments to add.

Segments you create through the campaign wizard remain in your account and can be used in future campaigns.

1. Click Next to save your recipient selections, then continue through the campaign wizard to schedule and send your campaign. Follow these guides for more information:
   • How to create and send an email campaign
   • How to create and send an SMS campaign

Segment AI input examples

• Engaged profiles last 30 days
• Unengaged profiles last 365 days
• Someone who has viewed a product and not made a purchase in the last 60 days
• Someone who has started checkout or viewed a product but never placed an order
• Everyone who lives within 100 miles of Boston, MA

Additional resources