The Lists and Segments landing page will house both Lists and Segments. Lists are uploaded files containing email addresses in addition to other data values. Segments are saved Data Viewer queries that have been marked to be an Email Segment.
Only Super Admins will have access to this area by default. The Email List and Segment Manager admin right can be assigned to anyone who needs access to this functionality.
*NOTE - At this time, only Segments can be worked with. Lists are on track for November 2018.
From the Email menu, choose Lists and Segments from the far right column/panel.
The grid will display all of the Segments and Lists (Fall 2018) that exist and identify them in the Type column.
There is a search option available to easily narrow down the list.
The green gear icon provides additional options.
For a Segment, the options are:
Edit in Data Viewer will move you back to the Data Viewer area to add, edit, or remove fields and set values.
Delete will delete the segment from the grid; however, the saved query will still exist in Encompass.
The Name will be the name of the saved query.
Description will be the description of the saved query.
Creator will be the name of the admin who marked the box to create the Email Segment.
The "In Use" column will show an indicator light if the item being used for a message.
Audience Size will show the estimated number of recipients. If needed, click Refresh to get an updated value.
- Click Add Segment.
- You will be moved to Data Viewer. You will follow the normal query building steps.
- When you reach the screen to save the query, a new checkbox for Create Email Segment will be available. You need to check the box if you want this query to be available as a Segment.
- Once a name is provided and the Create Email Segment box is checked, click Go.
- The query will be saved. It will be placed in the Lists and Segments grid.