Segments

OptiMonk has multiple targeting rules you can choose from to customize your campaign audience. With Segments, now you can create and manage these rules easier than ever, as OptiMonk gives you the opportunity to:

  • choose from Predefined Segments recommended specifically for your campaign goal
  • or create, save and re-use your own custom Saved Segment for your future campaigns.

💡 A segment is a collection of all targeting rules for a given campaign.

In this article, we’ll give you an overview of how to:

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❗ Please, note that

  • Segments for Shopify & Non-Shopify users may be different.
  • If you copy a Segment from a Shopify campaign to a Non-Shopify domain, Shopify-specific targeting rules will not be added.

How to set up a recommended Predefined Segment

💡 When you create a new campaign, a predefined segment is recommended automatically based on the selected template, making sure that your campaign audience suits your campaign goal best.

1. Log in to your OptiMonk account at https://app.optimonk.com/

2. Select Campaigns on the navbar.

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3. Select the Campaign you wish to edit or create a new one.

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4. Click on Edit settings on the right-hand side.

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5. Click on Select Who should see the popup, and click on Load segment.

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6. Here you have all the Predefined segments you can choose from. Select the option you would like to use then click on Next.

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7. On the next page, you will see the Segment summary. When you click on Next again, the targeting rules of your campaign will be updated to the new Predefined segment you selected.

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8. As a final step, don't forget to save your settings by clicking on Next in the top right corner! :)

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How to save a specific collection of targeting rules as a Saved Segment and re-use it

💡  If you happen to use the same targeting rules in several campaigns, this feature will save you a ton of time.

💡 You can access and manage all your Saved Segments within Leads, by selecting the Segments tab. (*Please note that within Leads you won’t be able to create new segments!)

1. Log in to your OptiMonk account at https://app.optimonk.com/

2. Select Campaigns on the navbar.

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3. Select the Campaign of which targeting rules you want to save as a custom segment.

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4. Click on Edit settings on the right-hand side.

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5. Click on Select Who should see the popup, and click on Save as a segment.

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6. Give a name to your custom segment and click on Save.

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7. Go back to Campaigns on the navbar and select the campaign where you would like to re-use your custom segment.

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8. On the next page, click on Edit settings on the right-hand side.

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9. Go to the Select Who should see the popup section and click on Load segment.

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10. Under Saved segments, you will see all your saved custom segments. Select the one you wish to use and click on Next

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11. On the next page, review your targeting rules.

12. When you click on Next again, the targeting rules of your campaign will be updated to the saved segment you selected.

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12. Click on Next in the top right corner to save your settings! :)

 

How to load a set of targeting settings from any previous campaign

💡 Segments do not have to be saved as a custom segment in order to re-use them in a new campaign.

1. Log in to your OptiMonk account at https://app.optimonk.com/

2. Select Campaigns on the navbar.

Segment18.png

3. Select the Campaign you wish to edit or create a new one.

Segment19.png

4. Click on Edit settings on the right-hand side.

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5. Click on Select Who should see the popup, and click on Load segment.

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6. Under Copy from previous campaign, you will see all the campaigns you have created previously. Select the one you wish to use and click on Next.

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7. On the next page, you can review the targeting rules of your previous campaign.

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8. When you click on Next, the targeting rules of your campaign will be updated to the segment you copied from your previous campaign.

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9. Lastly, click on Next in the top right corner to save your settings! And you’re done! :)

 

If you need any further help or have any questions, please let us know at support@optimonk.com, and we would be happy to assist you :)

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