Create A Segment Based On Data Stored In Fields

About this task

The Fields criterion allows you to create segments based on data stored in fields in your account.

To create a segment based on data stored in fields:

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 Contacts.
  4. Click Fields.
  5. Click Add a Field.
  6. Click a field from the list.
    Tip: Make note of the value in the Type column. The Type set for the field determines which steps you should take below.
  7. Click Select.
  8. Based on the Type set for the field, select one of the following from the first pull-down menu:
    • If the field has a type of Text, select one of the following:
      • Starts With
      • Does Not Start With
      • Ends With
      • Does Not End With
      • Contains
      • Does Not Contain
      • Is
      • Is Not
      • Is Empty
      • Is Not Empty
    • If the field has a type of Number, select one of the following:
      • Equals
      • Is Not Equal To
      • Is Less Than
      • Is Less Than Or Equal To
      • Is Greater Than
      • Is Greater Than Or Equal To
    • If the field has a type of Date, select one of the following:
      • Is The Same Day As
      • Is Not The Same Day As
      • Is Between
      • Is Not Between
      • Is Within The Last
      • Is Not Within The Last
      • Is Within The Next
      • Is Not Within The Next
      • Is Before
      • Is Before Or The Same Day As
      • Is After
      • Is After Or The Same Day AS
      • Is In Time Frame
      • Is Not In Time Frame
      • Is The Same Month As
      • Is Not The Same Month As
      • Is The Same Year As
      • Is Not The Same Year As
      • Is Empty
      • Is Not Empty
    • If the field has a type of checkbox, select one of the following:
      • Is Checked
      • Is Unchecked
      Note: At this point, you are finished.
    • If the field has a type of Pull-down Menu or Radio Button, select one of the following from the first pull-down menu:
      • Is
      • Is Not
      • Is Empty
      • Is Not Empty
  9. Based on the Type set for the field:
    • If the field has a type of Text, enter a text value in the input.
      Tip: Click Add to add another text value.
    • If the field has a type of Number, enter a numerical value in the input.
      Tip: Click Add to add another numerical value.
    • If the field has a type of Date, do one of the following based on what you selected in previous step:
      • Last Month
      • Last Quarter
      • Last Week (S-S)
      • Last Week (M-F)
      • Last Year
      • Next Month
      • Next Quarter
      • Next Week (S-S)
      • Next Week (M-F)
      • Next Year
      • This Month
      • This Quarter
      • This Week (S-S)
      • This Week (M-F)
      • This Year
      • Today
      • Tomorrow
      • Yesterday
    • If the field has a type of Pulldown Menu or Radio Button, select a value from the second pull-down menu. The contents of this pull-down menu will be populated with either the options you added when creating a custom field, or the default values for that predefined field type (For example, the Salutation, State (Two-Letter Abbreviation), and Country (pick from list) predefined fields)
      Tip: Click Add to select additional values.
      Tip: For more information on adding options to custom fields with a type of Pulldown Menu or Radio Button, see Add Options To Contact Fields Menus and Buttons.
  10. If you selected Is Within The Last, Is Not Within The Last, Is Within The Next, or Is Not Within The Next, select one of the following from the last pull-down menu:
    • Days
    • Weeks
    • Months
      Note: When you select a month-based option, Bronto uses the current date in the month and the same date in either the previous month or the next month to create a range. For example, you select Is Within The Next Month. On June 4th, the next month will be June 4th–July 4th. On June 5th, the next month will be June 5th–July 5th, and so on. However, not all months have equal days. When this happens Bronto continues to use the last day of the next or previous month, which can sometimes lead to a contact staying on a segment longer than intended. For example, you select Is Within The Last Month. From March 28th to March 31st February 28th will be used as part of segment because (most years) there is no February 29th-31st. This means a contact could stay on this segment for 4 days past what was intended. If you're using this segment with a workflow you can use contact throttling to prevent sending these contacts excessive messages.
    • Years
  11. Optional: Check the Ignore Year box if you want the segment to ignore the year as it evaluates the date for matches.
  12. Click Add Criteria if you want to add another criteria.