How can I add contacts to a segment?

Contacts can be added to a segment in Aivie in four different ways:

  1. Add a contact manually:
    • Go to Contacts in the main menu.
    • Select the desired contact.
    • Click on the context menu at the top right and select Properties.
    • Add the desired segment
    • Save the changes.
  2. Add multiple contacts manually:
    • Go to Contacts in the main menu.
    • Select the desired contacts using the checkboxes.
    • Click on the Actions drop-down menu.
    • Select the “Add to segment” option.
    • Select the desired segment in the dialog box.
    • Click on Add to assign the contacts to the segment.
    • Details: How do I manually assign (several) contacts to a segment?
  3. Add multiple contacts via an import:
  4. Via a segment filter:
  5. Automatically via campaigns:
    • Create a new campaign under Campaigns.
    • Define a trigger, e.g. a form completion or a specific contact status.
    • Add the Add to segment action to dynamically assign the contacts to a segment.
    • Details: How do I use the campaign builder?

These methods enable flexible and efficient management of your segments in Aivie.

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