How to Create a Segment

1. Introduction

• Purpose of this guide:
  Explains what Segments are and how to create them in ArtXCloud.
   
• Intended users:
  Gallery staff and Customer Support staff who use email campaigns and want to group recipients
   
• Prerequisites:
  Signed in to ArtXCloud
  Contact data has already been registered

2. Instructions

Create a Segment

Step 1: Open the Segment creation screen

1. In the left menu , click "Contacts", then "Segments" in the submenu.

   
    

2. Click "+ Add Segment" in the top right corner. 
    
3. On the "Add Segment" screen, configure the following:
   • Segment name
   • Segment type (Manual Selection / Automatic Extraction)
     

[About Segment types]

• Manual Selection: Manually select Contacts from the Contact list

• Automatic Extraction: Automatically select Contacts by Tag

  *Ranks and Tags must be configured in advance.

• For Tag setup, see How to create a Tag.

Step 2: Review the destination screen

• Manual Selection: You are taken to the "Segment List" page.

• Automatic Extraction: You are taken to the "Segment Details"page, where matching Contacts are listed.

3. Notes and frequently asked questions

• Use a clear Segment name, such as "VIP Contacts" or "Event Attendees"
• For Automatic Extraction, changing the conditions updates the matching Contacts in real time

4. Result

• The created group appears in "Segment List"
• You can select the Segment when configuring an email campaign

5. Contact and support

• If you have any questions about this process, contact us using the form below

  👉 ArtXCloud contact form