Segments & Lists

Segments and Lists help you organize and activate audiences in the Zeta Marketing Platform.

Segments are rule-based groups of individuals that are built using audience attributes, behaviors, and other filter criteria. They update automatically as individuals begin to meet, or no longer meet, the defined criteria, making them useful for ongoing targeting, personalization, and reporting.

Lists are static groups of individuals. Unlike segments, they do not update automatically based on rules; users must be added to or removed from a list manually. Lists are commonly used for purposes such as control groups, seed lists, and other fixed campaign audiences.

Use segments when your audience should change dynamically based on defined conditions. Use lists when you need to maintain a fixed set of individuals.

Management

Segment and List management is done from the Segments & Lists Summary screen. To start, click on the segment or list that needs to be changed in some way. A slider with additional options will appear on the right side of the screen.

• Here, the segment name and description can be modified, along with options to enable tracking for segments and to set messaging frequency restrictions.

• The Connect Audience tab displays options for setting up an automated export of the segment or list, specifically options to push to the available outbound connectors.

Split a Segment or List for Test Strategies

Users of the platform also have the ability to perform a random split of any customer Segment or List in ZMP by up to 10 parts in a single step.

Generating smaller lists from an audience Segment or List is an important step in designing campaign test strategies and ensuring that the test audience shares characteristics similar to the parent audience.

Click on the action menu (…) against a customer segment and select Generate Lists from the dropdown.