How to use multi-select segmentation

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ActiveCampaign multi-select segmentation is a powerful tool for expressing exactly which contacts you want to meet your segment criteria. Multi-selects allow you to select combinations of a single data type in one segment condition, such as Tags, without having to express each item individually as its own segment condition.

Learn more about how to create segments in ActiveCampaign.

This article will help clarify how the multi-select segmentation operators work within ActiveCampaign.

Take note

Multi-select segmentation operators are currently only available for Tag conditions

Multi-select segmentation availability

Lists are available on Marketing Lite, Plus, Professional, and Enterprise.

Multi-select segmentation can be found in most of the segment builders in ActiveCampaign and can only be used within specific conditions that support multi-select functionality. Below is a list of segment conditions and segment builders that support multi-select conditions:

List of segment conditions that support multi-select functionality:

Data Type Supported Multi-Select Operators
Tags Matches all of
Matches any of
Matches none of

Contact List Status:

  • Is subscribed to list (active)
  • Is not subscribed to list (not active)
  • Is unsubscribed from list
  • Is unconfirmed in list
  • Is bounced (hard) from list
  • Has been added to list
  • Has not been added to list

Every list
At least one list
All of
At least one of

 

List of segment builders that support multi-select conditions:

Segment Builder Location Supports Multi-Select
Advanced Search Yes
Automations Yes
Campaigns Yes
Conditional Content No
Lists Yes
Scoring Yes

How to create a segment with multi-selects

To begin using multi-select segmentation:

  1. From a supported segment builder, select a supported multi-select segment condition.
  2. Once a selection is made, you will see a list of multi-select operators to choose from. Click on each operator you want to include in your segment. Selected operators will have a blue check mark to the left.
  3. Depending on your segment builder, click “Next” or “Search” to complete the segment.

    Example_multi-select_segment_with_three_tags_selected_with_blue_checkmarks.png
    Example

Multi-select operator definitions

Multi-Select Operator Definition
All of Contacts that match all of the selected options. Contacts must match every single selected option for this to evaluate to true. This is equivalent to an AND operator between multiple individual selections.
At least one of Contacts that match any of the selected options. Contacts only need to have one of the selected options in order for this to evaluate to true. This is equivalent to an OR operator between multiple individual selections.
None of Contacts that do not match all of the selected options. If a contact matches any of the selected options, this will not evaluate to true. It will only evaluate to true if the contact does not match all of them. This is equivalent to an AND operator between multiple “NOT” selections.
Every Contacts that match every available option. This is equivalent to an “all of” operator with every option selected. This will include any new options that are added since the condition is saved.
At least one Contacts that match one or more available options. It does not matter which options are matched so long as at least one of them matches. This will include any new options that are added since the condition is saved.

 

Examples using the multi-select operators

To help explain how "All of," "At least one of," and "None of" operators work in a segment, we are going to use the following example contacts and tags:

  • Jane Doe - Tags: engaged, champion, new
  • Martino Doe - Tags: engaged
  • Macy Doe - Tags: none

Below is a walkthrough of how each of these contacts would appear in an advanced search with each of these operators:

Multi-Select Operator Example
All of

Let’s segment for contacts that have all of the tags: engaged, champion, and new using the “Matches all of” multi-select operator. Instead of creating three separate conditions looking for each of these tags to exist, you can create one segment where the tag matches all of the above at once when selected from a checkbox list. In other words, the search would return a group of contacts where each unique contact has all of the tags: engaged and champion, and new on their contact profile. Think of this as a built-in AND statement which must include all selected criteria at once.

Example: Contact - Jane Doe appears as a search result. Jane has all of the tags engaged, champion, and new on her contact profile.

At least one of

Let’s segment for contacts that have any one of the tags: engaged, champion or new using the “Matches any of” multi-select operator. Instead of creating three separate conditions looking for each of these tags to exist, you can create one segment where the tag matches any one of the above when selected from a checkbox list. In other words, the search would return a group of contacts where each unique contact has any one of the tags: engaged or champion, or new on their contact profile. Think of this as a built-in OR statement which must include at least one of the selected criteria.

Example: Contact - Martino Doe appears as a search result. Martino has only the engaged tag on his contact profile. He still meets the search criteria even if all three were selected because he meets at least one.

None of

Let’s segment for contacts that have none of the tags: engaged, champion, and new using the “Matches none of” multi-select operator. Instead of creating three separate conditions looking for each of these tags to “not exist,” you can create one segment where the tag matches none of the above when selected from a checkbox list. In other words, the search would return a group of contacts where each unique contact does not have any of the selected tags: engaged and champion, and new on their contact profile. Think of this as a built-in AND statement which must not include all selected criteria at once.

Example: Contact - Macy Doe appears as a search result. Macy does not have any of the tags: engaged, champion, or new on her contact profile. Because she has none of the above on her contact profile, she will appear in this search.

To help explain how “every” and “at least one” operators work in a segment, we will use the following examples with contacts and lists.

Multi-Select Operator Example
Every list

Let’s segment for contacts that are in every list in your ActiveCampaign account. Instead of creating and updating separate conditions looking for individual lists to contact relationships, the "every list" operator ensures you are looking across all your lists, even if new lists are added or removed.

Example: You want to get an idea for all of your contacts that are not subscribed to any of your lists (not active), so you can evaluate for list cleanup. In this case, you would look for “Is not subscribed to list (not active)” and then “Every list.” The result would provide you with all contacts that are not subscribed to any list so you can further evaluate for list cleanup.

At least one list

Let’s segment for contacts that are in at least one of your lists in your ActiveCampaign account. Instead of creating and updating separate conditions looking for individual lists to contact relationships, using the "at least one list" operator will ensure you always look across all your lists, even if new lists are added or removed.

Example: You want to know how many contacts (& who) are actively subscribed to at least one of your lists and have Chicago as their location. Instead of breaking this down list by list, you can leverage the “At least one list" operator to easily get a more macro-level view of contact-to-list relationships. Here you would segment for “is subscribed to list (active)” then “at least one list,” AND location is Chicago.

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