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How Do I Create a Segment?

Contact Lists Segments Updated on August 27, 2021

Segments are a different part of your list that you have specially created.  Segments are generated based on information on your contacts such as State, Business Name, or even something custom, like a special tracking code for a group of people. By creating a Segment, you’ll be able to email to these people, separately from the rest of your list, or even exclude them from an email. To create a segment:

  1. Log in to your Benchmark account.
  2. On the Dashboard menu, click on Contacts.
  3. Now click on Segments.
  4. Click on the Create New Segment button.
  5. Select the list you wish to create a Segment of.
  6.  Give your Segment a name and optional description.
  7. Click Save & Next.
  8. Now create your criteria for your segment.
    • Criteria is based on the information you provide of your contacts
    • You can add comprehensive criteria, include or exclude the other information
  9. Click Save and Refresh Count to save your segment criteria and segment.

The more information you have of your clients, the more thorough your segment will be.  Also as a tip, you can create codes for certain contacts in a list (this could be product codes or tracking codes).  You can then later use those codes to segment them in Benchmark.  If you don’t have much information about your contacts, utilizing Surveys and Polls can be one way of collecting this information.


Contacts will enter a segment in real-time as they meet the criteria for that segment; the segment count may not reflect immediately.

If you have additional questions, please feel free to contact our support team via Email, LiveChat or Phone.


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