Creating a freestyle segment

Creating your a segment from your own fields

We've tried to think of every type of segmentation you are going to need.  

However, through the API or through integrations it's very likely that you will add lots of new fields.  

And it's likely that you will want to use the content of those fields to segment your customers or audience.  

So we've added the ability for you to create your own segmentation criteria, and called this a Freestyle Segment.


Creating a Freestyle Segment

Select Segment from the Menu

Hit the [+ new segment] button in the top right corner of the screen.

Select Freestyle from the dropdown segment type list

Click the 'Create Segment' button and that will bring you into the Freestyle Segment screen.  

You are then presented with the following options.

1. GIVE YOUR SEGMENT A NAME

Firstly, give your new shiny segment a name.   Use a name that makes it easy for other users in your organisation to understand the contents of the segment you are about to create. 

2. DEFINE YOUR SEGMENT

Select your data set from your subscriber information, your transactional information or your marketing events.

The data options for your selected data set will then appear as a dropdown box.  

Depending upon the field you select you'll then be given the appropriate option to select the data you need to define your segment. 

3. HIT THE CREATE BUTTON. 

Boom!  That's your audience managed in your own way.

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