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Your Friendly Automate looks a bit different? Click here for the older tutorial:
Create simple segments (Mautic 4)
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Segments are one of the central hubs in Marketing Automation. They are the link between your contacts and the emails you send them.
Using segments, you can classify your contacts into groups with certain characteristics. Then you can send personalized emails to these groups according to their specific needs.
Later you can also use segments to launch campaigns tailored to this group. In this tutorial, we’ll focus on your first steps with segments: Create segments and send emails to your segments.
In Friendly Automate, you have known and unknown contacts. Unknown contacts are website visitors from whom you have not yet received any personal data. They are only identified by their IP addresses.
Known contacts are visitors from whom you have received a name and email address. Of course, you can only send emails to these contacts. The first segment we create is therefore: Contacts with email addresses.
To do this, in Friendly Automate click on Segments on the left and then on “New” in the upper right corner.
You can now enter a name for your segment, for example “Contacts with email addresses”. If you think the name is not self-explanatory, you can briefly explain what this segment contains under “Description”. You can save your progress at any time using the button at the top right.
The “Alias” and “Public name” fields are automatically filled in when you save if you leave them empty. You can ignore the settings on the right for your first segments.
Now click on the next tab ”Filter“. Here you can set up one or more filters for your segment.
