# Importing And Managing Contacts

> **Source**: [SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w)
>
> <p>Import contacts from CSV files or other platforms, organize them into lists and segments, manage tags, clean your lists, and keep your subscriber data organized in SendX.</p>

## Browse Collection

1. [How to add a new contact to a list or tag](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w.md) (Video)
2. [Creating and Managing Custom Fields and Contacts in Audience Settings](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q.md) (Video)
3. [Creating and Updating Contact Segments with Custom Conditions and Fields](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA.md) (Video)
4. [Managing Subscription Status in Contact Profile](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/2kHG7DfMmsM8cm75M3krxw.md) (Video)
5. [Deleting a List and Associated Contacts in Audience Management.](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/1KuInkOhejAgCdOLCRmCmg.md) (Video)
6. [Export Contacts from a List in SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/kanu3TUqYoq97MygCxH9Pg.md) (Video)
7. [Marking contacts as unsubscribed using bulk actions](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/FBCyjmMnCLh4MwV3xoWlbw.md) (Video)
8. [Enabling the "List Cleaning" Addon in Settings.](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/vg72nlGoLObl1XlJm1xDTw.md) (Video)
9. [Purchase Threat Checks/ List Hygiene](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/pAuPyP4sV7CImAqL2ALLKw.md) (Video)
10. [How to create a list of unsubscribers in SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/eonZtCkzJRrzgkwP8d0hJA.md) (Video)
11. [Creating a New Segment with Email Unsubscription Condition in Audience Management](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/FCjlR1Agm7P5A9qJ4EjANA.md) (Video)
12. [Import and Map Contacts from CSV to Audience List/Tag](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/uClxwZ9kOwGO1Ji5vvV5ZQ.md) (Video)
13. [How to Associate Multiple Tags to a contact while Importing](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/OZas7ZJzeG8wj4E4Wkhfbw.md) (Video)

---

# VIDEO: Creating and Updating Contact Segments with Custom Conditions and Fields

## METADATA

- id: ZD7XpTInaW9xnIuQs4ZbAA
- type: video
- source: SendX
- content_url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA

- collection_url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w

## TRANSCRIPT

- time: 00:00
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=0
  text: Segments are smart,

- time: 00:01
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=1
  text: dynamic groups of contacts that automatically update

- time: 00:04
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=4
  text: based on conditions you define.

- time: 00:07
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=7
  text: Unlike lists,

- time: 00:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=8
  text: which you manually add contacts to,

- time: 00:10
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=10
  text: or tags

- time: 00:11
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=11
  text: which mark specific attributes,

- time: 00:13
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=13
  text: segments filter your entire contact database

- time: 00:16
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=16
  text: in real time to find contacts matching specific criteria.

- time: 00:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=20
  text: Let's see how to create and manage segment conditions

- time: 00:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=22
  text: using various dropdown selections

- time: 00:24
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=24
  text: and logical operators.

- time: 00:26
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=26
  text: Click on the "Audience" dropdown in the navigation bar.

- time: 00:30
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=30
  text: Select "Segments" from the dropdown menu.

- time: 00:36
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=36
  text: Click the "Create Segment" button on the Segments page.

- time: 00:45
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=45
  text: Enter a segment name in the provided text field.

- time: 00:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=50
  text: Let us create a segment of contacts that are in a few lists as well as tags.

- time: 00:55
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=55
  text: Click on "New group" to add a group condition.

- time: 00:58
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=58
  text: In the form,

- time: 00:59
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=59
  text: click "Add condition" to specify a condition.

- time: 01:03
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=63
  text: Select choose an entity

- time: 01:05
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=65
  text: from the drop down menu.

- time: 01:07
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=67
  text: Choose contacts from the list of entities.

- time: 01:11
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=71
  text: In the form,

- time: 01:12
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=72
  text: click on "Choose an action"

- time: 01:13
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=73
  text: to open the dropdown menu.

- time: 01:16
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=76
  text: Select "Lists" from the dropdown options.

- time: 01:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=80
  text: Choose "Any of" from the next dropdown menu.

- time: 01:24
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=84
  text: Confirm the selection of any of in the dropdown.

- time: 01:28
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=88
  text: Click on "Select from available lists" to proceed.

- time: 01:32
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=92
  text: In the form,

- time: 01:33
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=93
  text: select the required list from the available options.

- time: 01:37
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=97
  text: Click the "Save" button to save the segment.

- time: 01:42
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=102
  text: Click on "Add condition"

- time: 01:44
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=104
  text: in the form to start creating a new condition.

- time: 01:48
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=108
  text: Select Choose an entity

- time: 01:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=110
  text: from the drop down menu under the conditions section.

- time: 01:53
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=113
  text: From the drop down,

- time: 01:55
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=115
  text: click on Contacts to specify the entity.

- time: 01:58
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=118
  text: In the conditions section,

- time: 02:00
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=120
  text: click on "Choose an action" to proceed.

- time: 02:03
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=123
  text: Select "Tags" from the dropdown list to define the action.

- time: 02:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=128
  text: In the form,

- time: 02:09
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=129
  text: click the dropdown to select from available tags.

- time: 02:13
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=133
  text: Choose the "Purchase list" tag

- time: 02:15
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=135
  text: from the dropdown menu.

- time: 02:17
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=137
  text: After all required tags are selected,

- time: 02:19
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=139
  text: press the "Save".

- time: 02:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=142
  text: Click the "Update contacts" button in the contacts preview area.

- time: 02:29
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=149
  text: Click the bin icon to delete the condition in the form section.

- time: 02:33
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=153
  text: Click the "+ New group" button to add a new group in the form section.

- time: 02:38
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=158
  text: Within each group,

- time: 02:39
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=159
  text: you can add multiple conditions

- time: 02:40
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=160
  text: and choose how they relate.

- time: 02:43
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=163
  text: And logic,

- time: 02:44
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=164
  text: all of,

- time: 02:45
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=165
  text: if they meet all conditions in the group.

- time: 02:49
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=169
  text: Or logic,

- time: 02:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=170
  text: any of,

- time: 02:51
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=171
  text: contact matches if they meet any condition in the group.

- time: 02:54
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=174
  text: Choose an entity from the dropdown menu

- time: 02:56
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=176
  text: under condition.

- time: 02:59
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=179
  text: Select contacts from the dropdown list.

- time: 03:02
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=182
  text: Choose an action from the dropdown menu

- time: 03:04
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=184
  text: under condition.

- time: 03:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=188
  text: In the form,

- time: 03:09
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=189
  text: select tags from the dropdown menu

- time: 03:11
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=191
  text: under Choose an action.

- time: 03:14
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=194
  text: In the form,

- time: 03:14
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=194
  text: click on select from available tags.

- time: 03:18
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=198
  text: In the form,

- time: 03:19
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=199
  text: choose from the list of tags.

- time: 03:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=202
  text: Click the save button in the modal to confirm the conditions.

- time: 03:27
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=207
  text: Click "Update contacts" in the contacts preview section.

- time: 03:33
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=213
  text: We see the contacts with an OR condition have been updated.

- time: 03:36
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=216
  text: Let us try a few more segments.

- time: 03:42
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=222
  text: Select contact updated within

- time: 03:44
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=224
  text: in days

- time: 03:45
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=225
  text: from the dropdown menu in the conditions section.

- time: 03:51
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=231
  text: Choose total number of email opens from the dropdown list.

- time: 03:56
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=236
  text: Set the condition to equal

- time: 03:57
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=237
  text: and enter the desired value.

- time: 04:02
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=242
  text: Click the save button to apply the changes.

- time: 04:06
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=246
  text: Click on "Update contacts" in the contacts preview section.

- time: 04:13
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=253
  text: Let us now look for the contacts added via file import.

- time: 04:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=260
  text: Choose Contact Added via source

- time: 04:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=262
  text: from the dropdown menu

- time: 04:24
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=264
  text: in the conditions section.

- time: 04:27
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=267
  text: Enter the value in the input field for the condition.

- time: 04:32
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=272
  text: Click the save button in the condition form.

- time: 04:36
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=276
  text: Click the "Update contacts" button in the contacts preview section.

- time: 04:41
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=281
  text: Find contacts based on when they were created.

- time: 04:47
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=287
  text: Contact created within,

- time: 04:49
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=289
  text: in days,

- time: 04:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=290
  text: from the drop-down menu in the condition form.

- time: 04:53
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=293
  text: In the condition form,

- time: 04:54
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=294
  text: select the drop down to choose a value.

- time: 05:00
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=300
  text: Enter 30 in the input field and click the save button.

- time: 05:04
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=304
  text: Click the update contacts button to refresh the contact list.

- time: 05:11
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=311
  text: Find contacts using custom fields.

- time: 05:15
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=315
  text: In the condition panel,

- time: 05:17
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=317
  text: choose custom fields from the dropdown menu.

- time: 05:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=320
  text: In the condition panel,

- time: 05:21
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=321
  text: click on Choose an action

- time: 05:23
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=323
  text: from the dropdown menu.

- time: 05:26
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=326
  text: In the condition panel,

- time: 05:27
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=327
  text: select birthday from the options.

- time: 05:30
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=330
  text: In the form,

- time: 05:31
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=331
  text: click the drop-down menu labelled contains

- time: 05:34
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=334
  text: under the conditions section.

- time: 05:37
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=337
  text: Select contains

- time: 05:41
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=341
  text: Enter a value in the highlighted field

- time: 05:43
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=343
  text: under the conditions section of the form.

- time: 05:46
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=346
  text: Click the save button in the form to save the condition.

- time: 05:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=350
  text: In the contacts preview section,

- time: 05:51
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=351
  text: click the "Update contacts" button.

- time: 05:57
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=357
  text: All contacts with birthdays on 24th will be populated.

- time: 06:01
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=361
  text: In the custom field section,

- time: 06:03
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=363
  text: the birthday is set to December 24, 1990.

- time: 06:05
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=365
  text: 1990.

- time: 06:09
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=369
  text: We can create a section for workflows,

- time: 06:11
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=371
  text: automation,

- time: 06:12
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=372
  text: enrollment and completion.

- time: 06:15
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=375
  text: In the form,

- time: 06:16
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=376
  text: click on "Add condition" under Group 1.

- time: 06:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=380
  text: Select choose an entity

- time: 06:21
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=381
  text: from the dropdown menu in the form.

- time: 06:24
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=384
  text: From the dropdown list, select "Workflows."

- time: 06:28
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=388
  text: In the form,

- time: 06:28
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=388
  text: click on the "Choose an action" dropdown under the "Condition" section.

- time: 06:34
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=394
  text: Was sent,

- time: 06:34
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=394
  text: was not sent campaign,

- time: 06:36
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=396
  text: opened,

- time: 06:37
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=397
  text: did not open campaign,

- time: 06:38
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=398
  text: click link,

- time: 06:39
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=399
  text: did not click in campaign.

- time: 06:41
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=401
  text: Remember to save changes after editing

- time: 06:43
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=403
  text: by clicking on "Create Segment."

- time: 06:46
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=406
  text: Any campaigns or automations using this segment

- time: 06:49
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA?start_time=409
  text: will automatically use the updated criteria.

## SUMMARY

# Creating and Managing Segments

Segments are smart, dynamic groups of contacts that automatically update based on conditions you define. Unlike lists, which you manually add contacts to, or tags, which mark specific attributes, segments filter your entire contact database in real time to find contacts matching specific criteria. Below is a step-by-step guide on how to create and manage segment conditions using various drop-down selections and logical operators.

## Steps to Create a Segment

1. Click on the audience drop-down in the navigation bar.
2. Select "Segments" from the drop-down menu.
3. Click the "Create Segment" button on the segments page.
4. Enter a segment name in the provided text field.

## Creating a Segment with Lists and Tags

1. Click on "New Group" to add a group condition.
2. In the form, click "Add Condition" to specify a condition.
3. Select "Choose an Entity" from the drop-down menu and choose "Contacts" from the list of entities.
4. Click on "Choose an Action" to open the drop-down menu and select "Lists" from the options.
5. Choose "Any of" from the next drop-down menu and confirm the selection.
6. Click on "Select from Available Lists" to proceed and select the required list from the options.
7. Click the "Save" button to save the segment.
8. Click on "Add Condition" in the form to start creating a new condition.
9. Select "Choose an Entity" from the drop-down menu under the condition section and choose "Contacts".
10. In the condition section, click on "Choose an Action" and select "Tags" from the drop-down list.
11. Click the drop-down to select from available tags and choose the "Purchase List" tag.
12. After all required tags are selected, press "Save".
13. Click the "Update Contacts" button in the contacts preview area.

## Managing Conditions

- Click the bin icon to delete a condition in the form section.
- Click the "Plus New Group" button to add a new group in the form section.
- Within each group, you can add multiple conditions and choose how they relate using "And" logic (all conditions must be met) or "Or" logic (any condition can be met).

## Advanced Segment Conditions

1. Select "Contact Updated Within in Days" from the drop-down menu in the condition section.
2. Choose "Total Number of Email Opens" from the drop-down list.
3. Set the condition to "Equal" and enter the desired value.
4. Click the "Save" button to apply the changes.
5. Click on "Update Contacts" in the contacts preview section.

## Finding Contacts Based on Source and Creation Date

1. Choose "Contact Added via Source" from the drop-down menu in the condition section.
2. Enter the value in the input field for the condition and click "Save".
3. Click the "Update Contacts" button in the contacts preview section.
4. Find contacts based on when they were created by selecting "Contact Created Within in Days" from the drop-down menu in the condition form.
5. Enter "30" in the input field and click "Save".
6. Click the "Update Contacts" button to refresh the contact list.

## Using Custom Fields

1. In the condition panel, choose "Custom Fields" from the drop-down menu.
2. Select "Birthday" from the options and choose "Contains" from the drop-down menu.
3. Enter a value in the highlighted field and click "Save".
4. In the contacts preview section, click the "Update Contacts" button.
5. All contacts with birthdays on December 24th, 1990, will be populated.

## Workflows and Automation

1. In the form, click on "Add Condition" under Group 1.
2. Select "Choose an Entity" from the drop-down menu and choose "Workflows".
3. Click on the "Choose an Action" drop-down under the condition section and select actions like "Was Sent", "Was Not Sent Campaign", "Opened", "Did Not Open Campaign", "Click Link", or "Did Not Click in Campaign".
4. Remember to save changes after editing by clicking on "Create Segment".
5. Any campaigns or automations using this segment will automatically use the updated criteria.