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      Add a Segment to a Group
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      Add a Segment to a Group

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      Article summary

      You can transfer all or some of the contacts who match your segment criteria into an existing group. The transfer function can also be used to remove or replace addresses from a group or to validate complex segment conditions.

      Example

      You have a complex set of criteria, and you want to make sure that you have created the correct logic.

      Solution:

      1. Transfer the members of the segment into a temporary group.

      2. Check the individual details of the selected contacts to verify that they meet the defined set of conditions.

      Procedures

      You can perform the contact transfer in two ways:

      Option 1 - Segmentation Builder

      1. Go to Audience > Segmentation > Segmentation Builder.

      2. Click the segment plan you want to add to a group once. A bar with the options More and Edit appears at the top.

      3. Click More and then click Transfer. The Transfer Segment window opens to the Update Existing Group tab.

      4. In the Transfer Segment window:

        • Select transfer mode:

          • Add – Add contacts not yet in the group.

          • Replace – Replace all current members with matching segment contacts.

          • Remove – Remove matching contacts from the group.

          • Choose a group.

          • Choose the amount to transfer:

            • All, Percentage, or Number (selected randomly by ID).

      5. Click Transfer.

      Option 2 - Contact Management

      1. Go to Audience​ >​ Contact Management > Group Members.

      2. From the ​Group drop-down list, select a group.

      3. Click the ​Add Segment button.

      4. Configure the transfer of contacts:

        • Select whether you want to transfer all contacts that match the segment, or only a portion:

          • All, Percentage, or Number (selected randomly by ID).

          • Select transfer mode.

            • Add – Add contacts not yet in the group.

            • Replace – Replace all current members with matching segment contacts.

            • Remove – Remove matching contacts from the group.

        • In the ​Notification Address field, enter the email address of a system user. This system user receives a system message with information about the contact transfer.

        • Click ​Transfer to begin the transfer process.
          Mapp Engage transfers the contacts who match the segment criteria into the group.

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