A Step By Step Guide To Creating A Segment Using Various Custom Fields In SendX.
SendX allows you to create your own segments using custom fields, which makes hyper targeting and segmenting of your contacts a breeze. This step-by-step guide will help you effortlessly accomplish the same. We will be covering:
Introduction to Custom Fields and How To Create Them
Create a Custom Field of Type Date
Creating A Segment Using Various Custom Fields
Introduction to Custom Fields and How To Create Them
SendX allows you to create your own fields, within which you can enter your own values to create segments, and even use those fields to ask more details from your prospects in your pop-ups, forms and landing pages.
To create a new Custom Field:
Go to theContactsmenu from the Top side pane of Dashboard and scroll down the page.
Click on theNew Custom Fieldbutton at the top.
Type theNameyou want to give to the field. For ex: Designation.
Choose theTypeof field from the menu below. The following are the types of values you can accept in SendX:
String: A string is simply a sequence of characters (could be letters, numbers, symbols etc.). Ex: Designation.
Number: As the name suggests, this is simply a sequence of numbers. Ex: Contact Number
Date (YYYY-MM-DD):This field is used for accepting dates. Ex: DOB.
Boolean:A boolean value is one with two choices. Essentially meaning true or false. Ex: Paid User
ClickSubmitto create the Custom Field!
Note: If you want to add a custom field to an existing contact,edit your contact infoand add the field under it.
Creating A Segment Using Various Custom Fields
You can create your own segments using the custom fields you have created in SendX. This helps you to laser target your marketing campaigns and engage with your leads on a more personal level.
Create a new segment by going to theContacts+ Segmentsmenu on the left side pane of SendX. Click onNew Segments.
Choose a suitableNamefor your segments.
Choose your desired condition betweenANDandOR. If you selectAND, the contact will have to meet all the conditions to be considered under that particular segment. If you selectOR, the contact will have to meet any of the conditions to be considered under that particular segment.
Open the drop drown menu and click on your desired custom field. Ex: DOB
Add the value in the field below. When that value is met, the contact will be added to that particular segment. For ex: In the segment above, the users who opened a mail and did it 7 days before the date set (DOB) will be segmented.
ClickSubmitto save that segment.
And that's it! That's all you need to do to start creating your own segments using your custom fields in SendX.