Create A Segment Based On How Contacts Were Added To Your Account

About this task

The Contact Source criterion allows you to create segments based on how contacts were added to your account (sign up, import, API, etc).

To create a segment based on how contacts were added to your account:

Procedure

  1. Go to Contacts > Segments.
  2. To
    • Create a new segment, click Create New Segment.
    • Edit an existing segment, click the pencil icon Edit Segment in the row associated with the segment you want to edit.
  3. Click Add Rule.
    If you want to add this criterion to an existing rule, skip this step.
  4. Click Contacts.
  5. Click Contact Source.
  6. In the first pull-down menu, select one of the following:
    • Is
    • Is Not
  7. In the second pull-down menu, select one of the following:
    • Manually Added
    • From A Bulk Contact Import
    • From An API Session
    • From a Web Page Signup
    • From a Salesforce Report
  8. Click Add Criteria if you want to add another criteria.