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How can I manually add a contact into a segment?

  • February 9, 2023
  • 1 reply
  • 350 views

We run a campaign in Customer.io that is triggered when a customer signs up for our app.

We have a new type of user that we want to run a different campaign with, however.

As of now, we need to manually identify when this new type of user signs up.

My thinking is we can create a segment in customer.io for this new type of user so that we can exclude them from our main campaign. And add them to a new campaign.

Is that the best way to achieve this?

If so, how can I manually add an existing contact/user to a segment (so that they are excluded from campaign and added to another)?

Thanks!

Best answer by Kratai P.

Hello jeffpop,

 

Creating a new segment and a new campaign for this group of people is a good idea. However, currently, we cannot to manually add or remove people from segments within the UI.

A workaround would be to create a manual segment and add people to your segment by uploading CSV, from a SQL database, through a campaign workflow action, or using the API. The help document will also provide more details instructions on each method: https://customer.io/docs/manual-segments/.

 

Best,

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1 reply

Kratai P.
  • 13 replies
  • Answer
  • April 9, 2023

Hello jeffpop,

 

Creating a new segment and a new campaign for this group of people is a good idea. However, currently, we cannot to manually add or remove people from segments within the UI.

A workaround would be to create a manual segment and add people to your segment by uploading CSV, from a SQL database, through a campaign workflow action, or using the API. The help document will also provide more details instructions on each method: https://customer.io/docs/manual-segments/.

 

Best,


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