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 An image of the Audience icon. menu.

To add a shared filter to a segment:

  1. Navigate to Audience An image of the Audience icon., then click Segments.

  2. Open an existing segment, or create a new one.
  3. Click An image of the Add icon on the left pane, then click Shared FilterAn image of the Shared Filter icon..

  4. Click the filter you want in the Shared Filter Chooser, then click Choose.

    An image of a red arrow pointing to a filter. Choose is highlighted by a red box.

  5. 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.

  6. 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.

  7. Click Save.

Click the An image of the Add button. 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:

  1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil., then click Segments.
  2. Open an existing segment, or create a new one.
  3. Click An image of the Add icon on the left pane, then click Shared ListAn image of the Shared List icon..

  4. Click the desired filter in the Shared List Chooser, then click Choose.
  5. 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.

  6. 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.

  7. Click Save.

Click the An image of the Add button. icon in the left pane to add more contacts using filter criteria, an upload file, or by choosing individual contacts.

Learn more

Creating segments

Segments