Contact Management
Save Search Settings for Audience Segmentation
Want to improve your contact segmentation? KlickTipp’s save search settings feature makes it easy. You can create dynamic audiences that update automatically based on your filters. This ensures you always reach the right contacts.
These audiences stay up-to-date. They reflect the latest contacts matching your saved criteria. You can rename or adjust them anytime to fit your evolving campaign needs.
Plus, selecting an audience for your newsletter is quick and simple. This guide will show you how to save search settings and use them for effective audience segmentation. Let’s dive in!
Step-by-Step Instructions
Search for Contacts and Save Them as an Audience
- Click on → Contacts → Manage Contacts.
- Select a condition, a desired tag (filter) and click → Search.
- Save the result as an audience. Scroll all the way down to → Actions.
- Click on → Save Audience. This will open a new window.
- Name your audience there and click → Save Audience again.
- The new audience now appears at the top of the page under the → Audience tab.
Rename or Delete the Audience
- Click on the audience you want to edit and select → Edit.
- A new window will appear where you can rename it.
- Click on → Save to confirm your changes.
- You can also dele an audience. This will remove only the saved filter settings - your contacts will of course be retained.
Updating the Audience with Customized Search Settings
- To update an existing audience, first call it up. To do this, select the relevant audience from the drop-down menu.
- Select additional or completely different tags, for example. You can also add fields or other information. Then click on → Search.
- Click on → Save Audience.
- Select the audience you want to update with the new filter settings. Click on → Save.
Select an Audience for a New Newsletter
- In the menu, select → Campaigns → Newsletter → New Email Newsletter.
- Select the drag & drop editor and click on → Continue.
- Enter a name and select the desired audience under the → Audience tab.
- The newsletter is sent to all contacts in the selected audience. Additional tag conditions in the newsletter dialog are not needed. However, any changes made to the audience will directly affect the newsletter recipients.
- Click on → Create Newsletter.
Using save search settings in KlickTipp streamlines your audience segmentation process.
Create dynamic audiences that stay up-to-date automatically and make targeting easier than ever. Start saving your search settings today and take your contact management to the next level.