Creating Filtered Segments

Build Recipient Segments from attributes

Utilize select attributes from your directory or from a CSV upload to create dynamic segments 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
5. View recipients attributes and series/segments

1. Import Attributes

🛠️ How it works:

• Navigate to Audience > 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 an Entra ID (Azure) Application Registration 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 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 Entra ID (Azure) Application Registration connected, the nightly sync will bring in new data and refresh your segments.
• For customers without an Entra ID (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 Readers in the top right 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.

5. View recipients attributes and series/segments

🛠️ How it works:

• Navigate to Audience in your left side panel.
• Click on “Recipients.”
  • You can see what series and segments the recipients are a part of.
• Click on the “Columns” button in the top right corner of the page to populate the list of attributes.
• Select any of the attributes that appear in the dropdown. This will populate that attribute as a new column.
  • Data displayed is coming from a CSV upload or an existing directory sync or HRIS connection.
• Scroll horizontally to view added columns.