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Step 1 — Find the entrance to create a new segment

You can find the entry for creating a new segment through the following path: Log in to your YCloud account > navigate to Contact > Click “Add filter”.
Add filter in the full Contact list.

Open Contact and select Add filter.

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Step 2 — Set filter conditions

Add the appropriate filter criteria based on your segmentation needs.
For example, group contacts whose country is the United States, you need to follow the steps below.

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1.Select filter type

Select Country.
Country option in the Add filter menu.

Select Country from the available contact attributes.

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2.Edit filter

Select United States.
Country filter set to United States within the Contact list.

Select the country and choose Done to apply the filter.

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3.Save Segment

Select Done to display the matching contacts.
Contact list filtered by Country is United States, with Save segment visible.

Review the matching contacts, then select Save segment.

Select Save segment, enter a name, and select Save. The saved segment appears in the contact list on the left.
Save segment dialog with a descriptive example name and the filtered list behind it.

Enter a descriptive segment name, then select Save.

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Advanced usage

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Combine filters with AND and OR

A segment can contain multiple filter conditions. Use the relationship selector between two conditions to switch between AND and OR:
  • AND: A contact must match every connected condition to be included.
  • OR: A contact is included when it matches at least one of the connected conditions.
For example:
  • Country is India AND Create time is more than 3 days ago includes only contacts that satisfy both conditions.
  • Country is India OR Tag is VIP includes contacts that satisfy either condition.
To configure the relationship:
  1. Add two or more filters.
  2. Click the and or or connector displayed between the filter conditions.
  3. Select the relationship you want to use.
  4. Continue adding filters and setting their relationships as needed.
  5. Review the resulting contact list, then click Save Segment.
Choose AND when you need a narrower, more precise audience. Choose OR when contacts can qualify through different criteria.

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Use a segment in Campaign

After saving a segment, you can reference it when configuring a Campaign audience. This lets you send a campaign to contacts who match the segment’s filter conditions without selecting recipients individually. When creating or editing a campaign:
  1. Go to Campaign and configure the campaign content.
  2. In the audience or recipient settings, choose Contact segment.
  3. Select the saved segment you want to use.
  4. Review the audience before sending or scheduling the campaign.
Give segments clear names that describe their criteria, especially when your account contains multiple campaign audiences.