Learn about Contact Segments

Contact Segments are super powerful. This means that initially, they may feel a bit tricky. Shoot us a message if you'd like some extra help with understanding and using Segments. 💪 

What is a Contact Segment? What are Segments?

Contact Segments allow you to group people together based on a specific condition or quality. We create these groups - or Segments as we call them at Membership.io - to control which content someone can access inside a Hub.

This article will walk you through the basics of how to create a Segment.

Step 1 - Create a new Segment

Head to the Contacts tab inside your Membership.io account. Click on the Funnel icon to open the filter and segment menu.

Segments have several conditions to choose from to organize your Contacts. They include: Personal details, Billing details, Billing status, Hubs, Hub Activity, and Contact Tags.

• Personal details - Allows you to segment your Contacts by name, email, or date joined, including custom dates. This could be through an invite or via the Native Registration.
• Billing details - Allows you to segment your Contacts by the products and plans they've purchased through Membership.io Payments
• Billing status - Allows you to segment your Contacts by their billing status if they've purchased access to a Hub with Membership.io Payments.
• Hubs - Segment your Contacts by the Hub(s) they have access to.
• Hub Members - Segment your Contacts based on Hub Registration Date, Content Consumption, and Number of Searches.
• Contact Tag - Segment your Contacts by the Tags applied to their profile.
  

There is no limit to the conditions you can select, but you need at least ONE condition for the Segment to function.

Step 3 - Select Operators

Once you choose a condition to Segment your Contacts, select the Operator for that condition before filling in the next field. This allows us to sort your contacts using criteria such as the presence or absence of a Contact Tag.

Step 4 - Finalize your Segment

Once you've set the conditions for grouping your Contacts, click Apply Filters to preview your Segment and confirm that it's working right.

After clicking Apply Filters, you will see the changes reflected in your Contacts list. You can save your new Segment by clicking Save as segment.

Step 5 - Making changes to your Segment

If you find that the previewed users aren't the ones you want, simply make your adjustments and then click Save Segment when you're finished.

You're essentially building out a logic statement. 🤓 This statement, along with others in the same filter group, AND/OR other filter groups, will determine if a contact fits into that particular Segment.

Step 6 - Building on your Segment

To create more complex segments, click the Add New Group button below the initial filter group.

You may add new filters to the current group and swap between the AND/OR conditions. With AND, all conditions must be met, but with OR, only one condition needs to be met for a contact to appear in the segment. Don't forget to hit 💾 Save!

Step 7 - Review the AND/OR Logic Statements

Ensuring your segments are accurate is key to getting the right content in front of the right contact. If you notice that your segment isn't working as expected, it's important to revisit and double-check the AND/OR logic you've used.

You should also check the operators being used, like Is, Is Not, Contains, and so on, as outlined in Step 3. The correct use of these Operators can often resolve segment functionality issues. 

If you run into a snag, just give our friendly Support team a shout at help@membership.io. 🙂