Add a list segment

  1. From Marketing and Communications, select Segments. The Segments page appears.

  2. Under Tasks, select Add a list segment. The Add list segment screen appears.

  3. In the Name and Description fields, enter a name and description to identify the segment in efforts and reporting.

  4. In the Site field, select the site to associate with the segment. Only users associated with the selected site can access the segment.

  5. In the Category field, select a category to group related records for comparison and reporting. For example, “0-3 Month Subscribers.”

  6. If your organization configures source code parts and layouts, a code field appears. To help track the effectiveness of the segment, select the code to identify the segment. The values available are those defined on the Source Code Parts tab of the Source Codes page. If you select the same code as another segment, you receive a warning that you will create duplicate segments. You can select Ignore to create the segment anyway.

  7. In the Order date field, enter the date you purchased the list.

  8. In the Expires on field, enter the date after which members of the list cannot be contacted.

  9. In the # of contacts field, enter the number of times you can contact each member of the list before the expiration date.

  10. In the List field, select an acquisition list or create a new one.

  11. To import the list, in the File field, select the .csv file with the list data. When you import a list, you can select an existing import layout or create a new one. The import processes when you select Save. For information about the Import list screen, see Import Lists. To remove the import file, Select Clear.

  12. For Rental and Exchange, you can enter information about the costs associated with rented and exchanged lists. The Total displays the sum of the Rental and Exchange columns. If you select an import file, the total must equal the quantity from the import file.

    1. In the Quantity column, enter the number of records included in the rented and/or exchanged lists. If the list is imported, the Rental field displays the number of records in the list.

    2. The Base cost column displays the baseline costs defined on the acquisition list to rent or exchange the list. Additional rental and exchange costs are tracked on the list segment.

    3. In the Cost adjustment column, enter any additional costs associated with the list and select whether the cost basis is per thousand records or a flat fee.

  13. To assign the segment to a group, select the Groups tab. When a segment is part of a group, you can add it and all the other segments in the group to an effort at one time. For more information about how to create segment groups, see Segment Groups.

  14. Select Save. You return to the Segments page.