Step-by-step tutorial
Accessing Segments in Bronto
Open Bronto and navigate to the left-hand navigation menu where you can find the "Contacts" section.
Click on the "+" button located next to "Contacts."
Naming the New Segment
After clicking the "+" button, a window will appear where you can name your new segment.
Enter a descriptive name for your dynamic segment, e.g., "CEOs."
Choosing Dynamic Segment Type
In the same window, you'll see an option to choose between "Static" and "Dynamic" segments.
Select "Dynamic" since we want this segment to update automatically based on specific criteria.
Click "Create" to proceed.
Defining the Segment Criteria
The next step involves setting up the criteria for your dynamic segment.
By default, the segment will include all the contacts in your network.
To narrow down the segment to only include CEOs, we need to add a filter.
Adding a Filter
Click on the "Add Filter" button to specify the criteria for CEOs.
You'll have the option to choose various fields from the contact data, such as first name, last name, company description, location, etc.
Since we want to filter based on the "Description" field, select "Description" from the available fields.
Setting Filter Conditions
After choosing the "Description" field, you can now define the filter condition.
Select "Contains" to ensure that the description contains the term "CEO."
Enter "CEO" in the text box next to "Contains" to specify the filter condition.
Applying the Filter
Once you've set the filter conditions, the dynamic segment will automatically update to include contacts that meet this criterion.
You'll see the segment size reducing to reflect the number of contacts who have "CEO" in their description.
Finalizing the Dynamic Segment
Review the dynamic segment settings to ensure they match your requirements.
If everything looks good, click "Create" to finalize the dynamic segment.
Utilizing the Dynamic Segment
Congratulations! You've successfully created a dynamic segment named "CEOs" that will automatically include contacts with "CEO" in their description.
As you add new contacts to your personal network, if they have "CEO" in their description, they will be added automatically to this segment.
Similarly, if contacts change their description and no longer match the filter criteria, they will be removed from the segment.
That's it! You've learned how to create a dynamic segment in Bronto and set up criteria to organize contacts based on specific conditions. Dynamic segments are a valuable tool for efficiently managing and curating subgroups within your network.