Segments are the backbone of the Net-Results platform. I know you’ve heard us say this before but it’s true! Segments can be used for contact lists, customized reporting, campaign qualification, lead-scoring, and so much more!
Creating a segment is not only easy to do, but it’s easy to get to! You can create new segments a few different ways.
- Hover over the Segments tab at the top of your screen and select Create New
- Hover over the Create New tab and select Segment
- Many pages that utilize Segments provide shortcuts to create a new Segment or edit the currently applied Segment
Segment Name: This is the name you and your team will see. Remember that no two segments can share the same name!
Segment Description: Describe your segment here to give you and your team some information about it for future use.
Domain Group: If Net-Results is tracking multiple domains you’ll need to designate which domain group you’d like to use for with this segment. If you only have one domain then feel free to ignore this!
Timezone: Tell Net-Results which timezone you’ll be working in with this option. Please note that you do not have to select your local timezone here if you’re working with team members from a different location!
Store in Folder: Like to keep your segments organized? Designate a folder right here in the segment builder!
Role: Determine which users can see and use your segments. Need some help understanding roles before picking one? Click here to learn more!
Exclude Known ISP’s: Net-Results attempts to identify the names of the companies that visit your website. When a visitor uses a residential class internet connection such as dial-up, DSL or cable, Net-Results will normally show you the name of the ISP (Internet Service Provider) that is providing the connection. If you would like to suppress these unidentified visitors from being part of this segment, check this box.
Hide Anonymous Contacts: Net-Results will track website visitors to see what actions they’ve taken prior to giving you their information. These contacts will appear in your Net-Results instance with less information than normal and will not be available for mailing campaigns. Click this to remove these contacts from qualification in your segment.
GET Variables Determine Distinct Web Pages: GET variables are the seemingly random characters that follows the question mark in a website address or URL. If you rely on this information to distinguish one page from another on your website then check this box. If you’re unsure what these characters are then feel free to ignore this box. In most situations a member of Net-Results’ support staff will let you know if you need to check this box when creating Segments.
Make This My Default Segment: Your Default Segment will be applied automatically whenever you log in to Net-Results. You may apply a different Segment at any time while logged in. Check this box if you’d like this Segment to be your default Segment.
Account Attributes: The Accounts Attributes category will contain the standard and custom fields that you use to organize the data for your accounts.
Campaign Activity: The Campaign Activity category will contain any activity that has or will occur in your campaigns. These activities can include: qualifying for a campaign or branch within a specific campaign as well as email actions within a campaign or branch within a specific campaign.
Contact Attributes: The Contact Attributes category will contain the standard, custom, and CRM/Integration fields that you use to organize the data for your contacts.
Conversations: The Conversations category will allow you to segment based on the actions within a CRM Integrated email. This can include opens, clicks, visits, bounces, or the action of receiving an email.
GoToWebinar: The GoToWebinar category will allow you to segment based on the attendance/registration for webinars in the past or the future.
Landing Pages & Forms: The Landing Pages & Forms category will allow you to see who completed an Unbounce Form or one of your user-created Net-Results forms.
List Membership: The List Membership category will allow you to segment based on a contact’s membership in the lists within your Net-Results instance.
Lead Score Overlays: The Lead Score Overlays category allows you to use the scoring rules (listed below) from any of your Net-Results scoring overlays that will help qualify a specific group of contacts.
- Did or Did Not Qualify (meet the score criteria for a qualified lead) in a certain Lead Score Overlay
- Contact Score – Compares whether the Contact category score of a certain Lead Score Overlay is less than, equal to, or greater than a specified value
- Activity Score – Compares whether the Activity category score of a certain Lead Score Overlay is less than, equal to, or greater than a specified value
- Engagement Score – Compares whether the Engagement category score of a certain Lead Score Overlay is less than, equal to, or greater than a specified value
- Manual Score – Compares whether the Manual category score of a certain Lead Score Overlay is less than, equal to, or greater than a specified value
- Total Score – Compares whether the Total score of a certain Lead Score Overlay is less than, equal to, or greater than a specified value
Subscriptions: The Subscriptions category will allow you to segment based on a contact’s membership in the subscriptions within your Net-Results instance.
Traffic Source: The Traffic Source category will allows you to segment based on five topics: Adsense, Direct Access, Referrer, Search Engine, and Search Phrase. You can read about each below!
- Adsense – The location from which a visitor arrived via Google Adsense
- Direct Access – Whether or not the visitor arrived via Direct Access
- typed in the URL, used a bookmark, clicked a link in a PDF or other document, or clicked a link in an email not generated through Net-Results
- Referrer – The page that referred them to your website via a click-through
- Search Engine – Whether or not the visitor arrive via a search engine
- Altavista, AOL, Askjeeves, Bing, Google, MSN, Primosearch, Yahoo and whether that was an organic/natural or paid search (or either)
- Search Phrase – The search phrase a visitor used on a search engine when they clicked-through to visit your website
UTM Tags/Codes: The UTM Tags/Codes category will allow you to use UTM tags/codes to qualify a very specific group of contacts based on the following five topics:
Video: The Video category allows you to see who has either pressed play or watched a specific duration within any of your Net-Results videos.
Website Visit Activity: The Website Visit Activity category allows you to segment based on the actions of a contact in relation to your webpages. The following five topics can be used.
- Visit Duration – The amount of time a contact spent on the website
- Specific Page Viewed – The URL (or portion of a URL) a contact viewed during a visit, and optionally the duration of that view
- Number of Page Views – Total amount of pages a contact has viewed
- Number of Visits – Total number of distinct instances where a contact visited one or more pages on the website
- Last Visit: The recency of a Contact’s last visit
Web Form Mappings: The Web Form Mappings category allows you to segment based on submissions in your web forms that have been mapped to Net-Results.
Net-Results Segments employ Boolean Logic to ensure that our software always builds database queries that not only work, but will execute in a reasonable amount of time. When you create a Segment, behind the scenes Net-Results is building some pretty impressive queries to select only the Contacts that qualify for the conditions you’ve chosen. It sounds complicated but it basically comes down to a combination of ANDs and ORs. That said, there are a few situations where boolean logic can be counterintuitive.
Let’s say you want to build a Segment that selects all Contacts from List A, List B and List C. You may build a Segment that looks like this:
Do you see the problem? The Segment above will only select Contacts who are members of List A and List B and List C. A Contact has to be a member of all three lists in order to qualify. This is not usually what is intended as very few Contacts will qualify, if any. Below is the correct way to build this Segment:
By using ORs rather than ANDs we end up selecting Contacts who are members of List A or List B or List C. Every Contact who is on any of these three lists will qualify for this Segment.