Create a new RightAsk segment group
If you have not created a segment before, click the ‘Create a new segment’ button when prompted in the RightAsk set up process.
This will redirect you to the ‘Segment’ editing screen to create a new segment group for your RightAsk question.
Select the type of segment your new segment group will be used for.
For the segment type selected, complete the additional fields required (you will be able to edit this information once the segment group has been created).
Click the yellow ‘Create Segment Group’ button once the fields have been completed.
The new segment group will be saved and automatically appear in the left sidebar.
How to change the segment group name
Once the segment group has been created, you can edit the segment group name.
To change the name of the segment group, click on the segment group name in the main segment editing screen.
Edit the existing name or add a new name in the field provided.
Click the yellow ‘save’ button to save the new name.
Once you have saved the new segment group name, make sure to click ‘Publish’ in the top right of the screen to save the new changes.
How to add a segment to the segment group
Your segment group will form the question that you will ask your visitors, within your segment groups you can add, edit and delete individual segments that will form the answers to the question.
Click the ‘+ Add a new segment’ button on the right side of the main segment creation area to add a new segment to the segment group selected.
A new segment box will appear in the main segment editing area.
Add a name for the segment in the field provided and click the yellow ‘save’ button.
Use the drop down in the segment box to add one or more conditions for the new segment. Fill out the required field(s) for the condition chosen.
To sync the RightAsk data to your ESP, select the ‘Custom Field’ option for your ESP from the conditions list.
To make sure your new segment is saved, click the ‘Publish’ button in the top right corner of the screen.
Activate the ‘Sync’ feature for a segment
To sync the custom field and it’s value to the subscribers profile, you will need to activate the sync feature.
At the top of the segment editing area, select your email marketing service from the sync drop down.
A green dot beside the segment name will indicate if any custom field(s) are being synced in that specific segment.
The custom field condition must use the ‘equals’ operator in order for the sync function to activate.
To make sure the sync feature is activated, and to save your new custom field condition, click the ‘Publish’ button in the top right corner of the screen.