By reusing segmentation jobs or copying and editing them, you can work efficiently. After a targeted list pull, you can save the job and refresh the list to run it again. As the campaign progresses, you can copy the job, rename it, and adjust the segments to be included.
Consider creating segmentation templates that can be copied and reused with minimal manipulation. If you build a template with the core of the segmentation requirements, the user can copy it and modify it at any time.
Tips for copying a segmentation job
■ All segments in a segmentation job are copied when the segmentation job is copied. However, any contacts or prospects contained in a segment are not copied. You must populate the segments in the copied segmentation job to generate contacts or prospects to fill the segments.
■ When you copy an existing segmentation job, for convenience the new segmentation job is named "Copy of OriginalJobName" (for example, "Copy of Contacts"). Rename the copied segmentation job and edit it as desired.
■ If any segment editor pages from the original job were open when the job was copied, these windows will still reference the original job. To edit the segments in the copied segmentation job, you must select the Segments tab after copying the segmentation job and open the segments individually.
To copy a segmentation job
1. From Marketing, select Segmentation.
2. Open an existing job. Click Save As and rename it.
3. Open the new job.
4. Edit, add, and/or remove segments.
5. Adjust query filters.
6. Click Populate Segments.