Reach your audience with monday segments

3 min read

Who can use this feature

Available on monday marketing

Available on Pro plan and Enterprise plan

Note: monday campaigns is currently in Beta testing and is only available to a limited number of users.

Overview

With Segments, you can create a list of contacts based on your custom parameters. This article will walk you through setting up a Segment to target specific audiences with your campaign.

Create a segment

Open Segments from the left side of your home screen:

Segments 1.png

Click + New segment to begin setting up a new segment:

Segments 2.png

Begin by naming your segment. Choose a name that is informative and simple so that the rest of your team can understand the segment or locate it at a glance:

Segments 3.png

Define the Segment rules on the left. This is where you choose which contacts will be included in the segment. This is dynamic. As new contacts are added, they will be added to the segments where they fit the criteria.

Segments 4.png

On the right, you'll see the estimated size of your segment based on your chosen rules:

Segments 5.png

You can add additional factors to filter select contacts from the first defined rule, or you can add an additional group to pull contacts from.

When you're done, click Save segment to finish creating your segment.

Edit a segment

To edit a segment, click on the three-dot menu to the right of a segment in your list and select Edit segment:

Segments 6.png

Make adjustments as necessary and then click Save segment to update the segment with your changes:

Segments 7.png

Delete a segment

To delete a segment, click on the three-dot menu to the right of a segment in your list and select Delete segment:

Segments 8.png

To confirm that you wish to delete the segment, click Yes, delete it:

Campaigns 14.png

Warning: You can't undo this action.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.