This bad boy comes after the basic segmentation. You have to work on an already segmented module.
- Hover over or click on the segmented module.
- In the module menu, click Manage segmentation.
Segment group
The segment group consists of all the segments you add here. Including the first segmentation you did. Navigate the segments and their content from here.
- Click on the Segmentation button next to the existing segment to edit it. The module that you see and its settings will be visible only to the contacts in that segment.
- Click Add a new segment.
- There you can select or search a Main segment, load an already existing Smart segment or simply switch the toggle button to create a new Smart segment. If you've missed the article about Smart segments, now is your chance to read it.
- Click Save & Close when you're satisfied with what you have.
- An empty drop area appears with the name of the second segment. Drag & drop the same module and change its content and settings or just add a completely different module from the module library. Make sure you drop the module in the blue colored area.
Where did the other module go, you ask? Don't worry it's still here. You just need to click on its name from the segment group to see it.
- Move and prioritize the segments within the segment group.
- Click the Content for all others to edit the content for all other contacts not included in the segments above.
- Remove a segment by clicking the x button next to it.
Important notes:
- You can't use priority segmentation on a module that is not previously segmented.
- You can't add as many modules as you want, like in the emails and pages. Remember that this will be printed. Anything outside the borders of the document will be cut and won't show on paper.
- With priority segmentation, the size of the biggest module is taken into account. This is for you to know how much space you have left if you add other modules below it. When the document is sent for printing, each module goes one under the other one as they should.
- Contacts that are part of multiple segments won't receive the content from them all. They receive the one that is prioritized above all others.
- For example, let's say Ana is both in the first and the second segment. She'll receive the content from the first only.
- The priority goes in descending order, from top to bottom.
- A symbol and message 'this content is in a segment group' will appear next to the module with priority segmentation.
- You can also remove the segment 'content for all others' for that specific module and make the module available only for the priority segments above. Others won't see it.
Woah, these priority segments just sneak up on you, right? But they are cool, though.😎
This way in a single document you can have various segments and modules with different content for different segments. You don't create new campaigns. It's an all-in-one feature. You see... it's handy and cool at the same time.
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