Segment List

OVERVIEW

Randomly select contacts from your list and split them into multiple lists, using tags.

INTEGRATIONS NEEDED FOR SEGMENT LIST

Ontraport

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Segment List Configuration Options

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In this section, you will find the options for building your Segment List tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

1

Select tags to apply to this segment

In the drop-down, select which tag you would like to apply to the contacts that get segmented into this segment.  
2

Select tags to apply to this segment

In the drop-down, select which tag you would like to apply to the contacts that get segmented into this segment.  
3

Add a Segment

If you would like to split your list into more than 2 segments, click this button to add more segments. Repeat step 1 for each additional segment you add. 
4

How would you like to divide your list?

By default, this is toggled to "evenly", however, if you would like to specify percentages per segment in order to split your list into weighted segments, toggle the switch over and enter the desired percentages. 

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Bulk Update Options

5

Which contacts should we run against?

By default this will be set to "Let Me Pick a Tag". You also have an option of toggling this over to "Entire Ontraport Database if you would like this run against the entire database.

6

Contacts with any of the following tag(s):

Select which tag(s) that you would like this PlusThis tool run against. This option only appears if in step 5 you kept the option "Let Me Pick a Tag".  

Scheduler

7

Enable Scheduling?

By default, this option is set to "Off" if you would like to enable the ability to run this tool on a schedule, switch this toggle to "On"
8

Date Options

Select if you would like to run this on a "daily", "weekly" or "monthly" basis. 
9

Time Options

Select the time at which you would like this tool to run and the minute interval at which you would like to run this tool. Then select which Time Zone you would like this run in. 

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10

Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers. 

FAQs / Tips

Implementation Types

Scheduling

Schedule your Segment list to run at fixed intervals.

1
You can schedule this tool to run against your entire database, or on a specific tag at fixed intervals.
2
Enable Bulk Update in the Bulk Update Options in the tool configuration.
3
Choose the entire database, or on which tag you’d like the tool to run against.
4
Enable Scheduling.
5
Choose how frequently you would like the tool to run.
6
IMPORTANT: This tool will only run as quickly as Ontraport allows. If you have a large contact list, and wish to run this tool frequently, it will slow your app down greatly.
7
Once you have set up scheduling, save the tool, the tool will run when it is set for.

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Manual Processing

Run your Segment List manually.

1
You can run this tool manually against your entire database, or against one, or several tags.
2
Enable Bulk Update in the Bulk Update Options in the tool configuration.
3
Choose the entire database, or on which tag you’d like the tool to run against.
4
Save the tool.
5
Click ‘Initiate Processing Now’ on the following page to begin running against the database, or tag(s) you chose.
6
IMPORTANT: This tool will only run as quickly as Ontraport allows. If you have a large contact list, and wish to run this tool frequently, it will slow your app down greatly.

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