Adding shared filters and shared lists to segments
You can also add contacts to your segments using Shared Filters and Shared Lists, this allows you to pick from a list of saved common resources. You can view the available shared filters and lists by selecting Tools from the Audience menu.
To add a shared filter to a segment:
-
Navigate to Audience
, then click Segments.
- Open an existing segment, or create a new one.
-
Click
on the left pane, then click Shared Filter
.
-
Click the filter you want in the Shared Filter Chooser, then click Choose.
-
Select either Make a Local Copy or Add Shared Filter.
Note: If you chose to create a local copy you can make changes to the filter without impacting the shared resource.
-
If you made a local copy, to give the filter or list a descriptive name or brief description, in the left pane, double-click the filter name or description. This will help you easily identify the segment's criteria.
- Click Save.
Click the icon in the left pane to add more contacts using filter criteria, an upload file, or by choosing individual contacts.
To add a shared list to a segment:
- Navigate to Assets
, then click Segments.
- Open an existing segment, or create a new one.
-
Click
on the left pane, then click Shared List
.
- Click the desired filter in the Shared List Chooser, then click Choose.
-
Select either Make a Local Copy or Add Shared List.
Note: If you chose to create a local copy you can make changes to the filter without impacted the shared resource.
-
If you made a local copy, to give the filter a descriptive name or brief description, in the left pane, double-click the filter name or description.
- Click Save.
Click the icon in the left pane to add more contacts using filter criteria, an upload file, or by choosing individual contacts.