Contacts can be added to a segment in Aivie in four different ways:
- 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.
- 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?
- Add multiple contacts via an import:
- When importing contacts via a CSV file, you can select a segment to which all imported contacts should be assigned.
- Details: How do I import contacts into Mautic or Aivie?
- Via a segment filter:
- Go to Segments and create a new segment or edit an existing one.
- Add filters, e.g. based on tags, fields or actions of the contacts.
- Aivie automatically adds all contacts that match the filter criteria.
- Details: How can I add contacts to a segment based on their properties?
- 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.