Managing Segments
Learn how to manage your saved segments in DirectIQ, including viewing and editing segment details, renaming, duplicating, and deleting segments. This guide ensures you can efficiently organize and customize your contact segments for better campaign targeting.
DirectIQ allows you to view/edit, rename, duplicate, and delete your segments. Go to Contacts -> Segments and select the second tab Saved Segments. Here is a list of all segments. You can manage any segment by clicking on its name.
View / Edit
Click View / Edit in the drop-down menu to see segment detail information. A new tab with a segment name will open. In this tab, there are all segment conditions and a list of all contacts included in the segment.
You also can edit or delete segment conditions and create a new one. Click Save Segment to save all changes you made. Then a dialog box for entering segment name will open. You can enter a new name or leave the old one.
Rename
Click Rename in the drop-down menu to change the segment name. In the dialog box enter a new name and click Save. Then the segment will be renamed.
Duplicate
If you want to create the same segment as already exists click Duplicate in the drop-down menu. The dialog box for creating a segment name will open. The default name is "Copy of - the name of the segment you want to duplicate", but you can change this name. Click Save after filling in the name and a new segment will be created.
Delete
You can remove a segment by clicking Delete in the drop-down menu. Then click Sure in the confirmation dialog, which will appear.
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