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The Segment feature is included in both free and premium Benchmark accounts.
Before creating segments, you should have contacts in your account. To learn how to import your contacts, click here.
Segments are created based on the information in your contact list fields. If the fields are empty, it will add no contacts to the segment.
How to create a segment
Segments are generated based on your contacts’ information such as State, Business Name, or even something custom, like a special tracking code for a group of people.
To create a segment:
Log in to your Benchmark account. Select Contacts from the dashboard, and then click on Segments.
Click on the Create New Segment option.
Select a contact list to segment.
Give your segment a name and an optional description.
Click Save & Next.
Click on the dropdown, select a contact field, and click on the Add Criteria option.
Select a condition from the dropdown.
Equals
Doesn’t Equal
Contains
Starts with
Doesn’t start with
Doesn’t end with
Then, add the information that should match the criteria in the blank field.
Your segment’s criteria can be based on any data field or combination of fields, such as signup date, zip code, or email address. If a contact matches your criteria, they are added to the segment.
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. As a tip, you can create codes for specific contacts in a list (this could be product codes). You can then later use those codes to create a segment. If you don’t have much information about your contacts, utilizing Surveys and Polls can be one way of collecting this information.
Important
Contacts will enter a segment in real-time as they meet the criteria for that segment; the segment count may not reflect immediately.
Log in to your Benchmark account, select Contacts from the dashboard, and click on Segments.
Select the Segment you wish to edit.
Click on the Edit option located on the top-right of the page.
You can edit the segment name, description, and criteria.
When done, click Save and Refresh Count.
The segment will not update unless you click Save and Refresh Count. Depending on your new criteria, the number should be higher or lower. If your count becomes zero, review the criteria.
Segmenting provides a great way to organize your contacts and target specific people on your list.
Segmenting can also help keep the number of contact lists down and organize your contact lists. Although creating another might be easier, you could end up with hundreds of lists, making it harder to manage your contact lists.
Why are there no contacts in my segment?
Make sure the criteria is accurate. Check the spelling; if it is not spelled or added correctly, our system will not match it.
Check to see if the information is in the correct contact list field; there are 26 contact list fields that can store information.
Keep it simple; for example, if you have a contact list dedicated to sports lovers, one contact field could contain the type of sport they prefer, such as “baseball.” Having this information would permit you to create a segment with all contacts who have “baseball” in a particular field. Additionally, you can exclude segments from receiving emails.
Segments 
