Segments create lists of contacts to target with messaging or gain insight for reporting purposes.
Creating a New Segment
To create a new segment, navigate to Contacts > Segments > Create Segment. Fill in:
Name
Description (optional)
Adding Contacts
Once you have created your segment, you will have two options to populate your list:
Smart Rule Conditions
Manuel
CSV
Single Contact
Smart Rule Conditions
Smart rule conditions allow you to automatically build and maintain segments based on shared contact attributes. These rules help you target the right people without having to manually update your lists.
Smart rule conditions let you filter contacts based on data from:
Your booking software – for example, contacts who purchased a specific membership or class pack
Xplor Growth – like contacts who filled out a form or clicked a link in an email
A smart rule will run every time you save or every hour.
Once your segment is created, click Add a smart rule, then choose your condition. You can customize qualifiers like pricing options, class types, or locations.
Once you've selected and customized your condition, click Save. If you'd like to add more than one condition, click Add another condition.
Combining conditions will create AND scenarios, not OR. To create an OR scenario, you can create separate segments per condition and combine the segments.
Manual Add
To access the manual option, click Add in the segment.
Manually added contacts—individually or via CSV—stay on the list until you remove them, even if they no longer qualify.
Uploading a CSV
The CSV option is useful when you already have a contact list from a previous email platform or when certain data isn’t available through smart rule conditions. In those cases, you can pull a report from your booking software and upload it manually.
Make sure your file is formatted as a CSV before starting. To upload, click Add > Upload from a CSV > Upload CSV.
Adding Individual Contacts
You can also manually add individual contacts to your segment. This is great when you have a small list of contacts you're hoping to capture. Scroll to the Add a single contact option > enter the contact's information > Add Contact.
Using Segments
Segments can be used for several reasons! Please look at the relevant articles below depending on what you want to accomplish.
To gain visibility for reporting purposes
To target specific client groups in campaigns
Perfect segmentation is all about creating smaller groups for more targeted marketing
Segment Groups
Segment Groups organize your segments based on their type/intention. To create a new segment group, navigate to the Segments homepage and click Add Segment Group.
To add a new segment to a Segment Group, open the group and click Create Segment in the top-right.
To add an existing segment, open the segment > click Options > Move to Segment Group > choose the group from the drop-down.