How do I create a segment using contact engagement?

DESCRIPTION

Use Delivra's Lifetime Engagement scoring to create Segments.


HOW-TO

Example 1: To find contacts that are not engaged, follow the below steps:

Go to Contacts dashboard to begin

1. Choose Segments from the left-hand navigation
2. Click the Create Regular Segment button in the top-left of the page
3. Give your segment a name and a description.
4. Select a storage folder (optional)
5. Open the Select Field drop-down and search for Lifetime Engagement. Select.
6. Select "less than or equal to" from "Contact engagement is" drop down menu
7. Enter 0 as value.
8. Click "OK" to insert.
9. Click Save or Save & Test

Example 2: To find contacts that are engaged, follow the below steps:

Go to Contacts dashboard to begin

1. Choose Segments from the left-hand navigation
2. Click the Create Regular Segment button in the top-left of the page
3. Give your segment a name and a description.
4. Select a storage folder (optional)
5. Open the Select Field drop-down and search for Lifetime Engagement. Select.
6. Select "greater than" from "Contact engagement is" drop down menu
7. Enter 0 as value.
8. Click "OK" to insert.
9. Click Save or Save & Test

Advanced Engagement Scoring

If you are on the Enterprise license with Advanced Engagement Scoring enabled, follow the same processes as above with modification in Step 6 (Choose Advanced Engagement instead of Lifetime Engagement) and modify numbers as applicable.

NOTES

**Engagement is not subject to data purge settings:
If you wish to cap the clause with a date, for example, has not engaged since join date, you can add a date clause to the engagement clause.  You can choose whatever date you like, but it's nice to give contacts 3-12 months to show interest depending on how frequently you send. 

**Some of your subscribers may have their tracking preferences set to "Not Allowed". In these instances, we are not tracking key behaviors like opens and clicks. You may consider suppressing those whose tracking is set to "Not Allowed" for the most accurate segment. 

How-to: Create the clause above first, then add another clause for Date Joined.  Set "Find contacts that match" to "all".