Creating Filtered Segments

Build Recipient Segments from attributes

Axios HQ offers you a few different ways to create recipient segments:

• bring in your existing recipient groups with a directory integration,
• Upload a CSV file with assigned segments,
• or utilize attribute filters to create recipient groups directly in HQ. 

Table of contents:

1. Import attributes
2. Build from a filter
3. View Filtered Segments
4. Pull Filtered Segments into a Series

1. Import Attributes

🛠️ How it works:

• Navigate to Audience > All recipients, then select “Add recipients”
• Select to download a template CSV with the available attributes or upload a CSV with attributes in additional columns. 
• Yes, but: Orgs with in-house Azure that have opted in for attributes to sync will not have to complete Step 1.

2. Build from a filter

🛠️ How it works:

• On the All recipients page, select “Create a segment” and the “Build from filter” option.
• The “Filter” panel will open on this page, and you can choose the attributes to filter on.
• When you’re done building the filters, you can name and save the segment at the bottom of the panel. 

3. View Filtered Segments

🛠️ How it works:

• Navigate to Audience > Segments, then search for your Filtered Segment. 
• This Filtered Segment is considered "Active," meaning it will automatically refresh and update as new data becomes available.
• For customers who have an Azure Application Registration connected, the nightly sync will bring in new data and refresh your segments.
• For customers without an Azure connection, new data is provided through additional CSV uploads.
• Individual recipients cannot be manually removed from a Filtered Segment. Recipients will update when new data becomes available. 

4. Pull Filtered Segments into a Series

🛠️ How it works:

• Navigate to your Series, select the Megaphone icon in the top right corner of your Series page, then click "Manage recipients" and select "Import segments."
• Search for the name of the Filtered Segment or sort the Source column by “Active Segments.”
• Any changes to a Filtered Segment will also impact the Series Audience.