Adding contacts who enter an automation to a segment makes it easier to filter for those users and target them later with focused campaigns.
Add contacts to a segment when creating an automation
Go to the Automations page and click + New automation.
Select Build your own automation.
Enter an internal title for your automation (this is only visible in your dashboard).
Choose the trigger that starts the automation, such as:
Purchases a ticket
Signs up through a capture tool
Add any rules to specify who enters and continues in the automation.
Need a refresher? Check out our article on how automations work.Add your action:
Click the + icon and select Add to segment.
In the sidebar, choose a static segment.
If the segment doesn’t exist, type in a name and click Create new segment.
Finish setting up your automation
After adding the segment action, complete your automation by:
Customizing the time delay between the trigger and actions
Choosing a template or building the SMS
Adding any additional delays and campaigns you’d like to send