How do I create segments for Direct Mail or Telemarketing plans?

Overview 

Segmentation allows you to divide your audience into strategic groups for more targeted messaging and tracking. 

Step 1: Add your first segment 

1. In the Segments step, click "+ Add Segment" 

2. Select a saved search or list for this segment 

3. Give the segment a specific name (helpful for reporting purposes) 

4. Click "Save" to create the segment 

Step 2: Add sub-segments or packages 

1. After saving a segment, you can create sub-divisions within it: 

   1. For Telemarketing plans: Add Sub-Segments 

   2. For Direct Mail plans: Add Packages 

2. Click "+ Add Sub-Segment" or "+ Add Package" as appropriate 

3. For Telemarketing sub-segments, you can assign: 

   1. Script 

   2. Source Code 

   3. Sub-Segment Cost 

4. For Direct Mail packages, define your targeting criteria and package details 

Step 3: Special considerations for different plan types 

1. For Direct Mail - Acquisition plans: 

   1. Select external lists to segment 

   2. Build segments manually or import from an external spreadsheet 

2. For Direct Mail - Housefile plans: 

   1. Use saved searches to further segment your audience 

   2. Add packages within each segment 

Step 4: Confirm and continue 

1. Check the checkbox on the right to confirm each sub-segment or package 

2. Continue adding additional segments using "+ Add Segment" as needed 

3. Add more sub-segments or packages within each segment as appropriate 

Step 5: Manage audience distribution 

1. Use "Update Counts" to calculate how contacts are distributed across segments 

2. Choose how to divide your audience: 

   1. "Proportionally Divided": Automatically split across segments 

   2. "Input Quantities": Manually specify counts for each segment 

3. Review the "Remaining Audience" segment (automatically generated) 

4. Add a name and source code if you want to include this catch-all segment 

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