What is segmento and how to Run campaign, send SMS and Email from segmento

Segmento is a contacts management system. Segmento helps in achieving the below actions: 

  • Store your data manually or sync it automatically 
  • Filter your data and create segments
  • Personalize marketing content and Run targeted campaigns on these segments. 
  • Filter out inactive customers 
  • Access only the needed data

Store your data

1. Login to the MSG91 panel and select Segmento.

2. It will direct you to the Default Phonebook of Segmento in your account. You can upload your data there or create a new phonebook. To create a new one, go back from the left sidebar and click on the Create phonebook button.

There are multiple ways of uploading the data in Segmento: 

1. Manually

a. Adding contacts individually by clicking on the Add contacts button.

It will show the default fields. Fill them in and click on the Add contact button to add the contact. Contact id is the unique field of every contact.

To add custom fields, click on the Add attribute button. Click on the Add attribute button again to give the field name and type and click on the Add button to add it.

b. Add multiple contacts via a CSV file. Click on the Import contacts button. Click on the Upload files button and select the CSV file that has the contacts. Select the header row and duplicate rows (if any).

Once the contacts in the file are uploaded, map the columns of the CSV file with the attributes in your phonebook with the Don't map dropdown. If required, create a new attribute from the Add new attribute option.

2. Automatically via API

You can use the API and sync your contacts from your website/app or a third-party platform automatically.

Filter your data and create segments

You can filter the data on the the basis of the attributes set & can send the communications to a specific set of audiences. Click on the Add filter button on the top.

Choose the attribute and give the condition on which you wish to filter with its value and click on the Apply button. Use the + icon to add more attribute conditions and cross icon to remove an attribute condition.

The data matching the condition will be visible. If you wish to save that segment for the future, click on the three dots beside the Apply button and select the Save filter option. Give it a name and click on the Save button.

If you also wish to run a campaign along with saving the segment, select the Save and Autorun option.

Run targeted campaigns on these segments

When you save a segment and autorun a campaign, you will see the Persistent time option. It means that if the contact falls back in this segment again in the near future within this timeframe after getting moved out, the campaign will not run for it. 

Select a campaign from the list of created campaigns in the MSG91 account and click on the Next button.

Note: To create/edit a campaign refer to this guide.

Once you select a campaign, map the contact details and variable values as per the campaign channel and templates and click on the Send button to send it.

If you do not wish to save the segment and just run a one-time campaign, click on the Run button as shown in the below image.

Once the segment is saved, you can open it from the left sidebar. Click on the Run button to run a campaign and table icon to add attribute. You can add the Persistent time referred earlier from the Triggers section in the segments.

It shows all the Persistent times added by you for that segment. To add new, click on the Add trigger button and follow the same steps as shown earlier in this guide to run a campaign as per it.

Communication Logs

You can see the phonebook campaign logs from the Logs option given beside the phonebook name in the left sidebar. You will be directed to the Communication Logs section.

You can also filter them by segment name, campaign date, and campaign status.

Import Logs

You can also see the logs of the contacts imported in the Import Logs. Here you can filter by import date and its status.