Goal
Transfer contacts who match your segment criteria into an existing group. This helps validate complex segment logic, refresh an audience, or prepare groups for campaigns and automation.
Background Information
You can use this process to confirm whether a segment returns the contacts you expect. For example, if you have created a segment with several behavioral and profile-based conditions, you can transfer the matching contacts to a temporary group and review individual profiles.
Procedure
There are two ways to transfer contacts. The best option depends on where you start:
Segmentation Builder – Ideal when you want to validate or refine a segment you are currently working on.
Contact Management – Ideal when you want to update an existing group and review its context before transferring contacts.
Option 1: From Segmentation Builder
Go to Audience > Segmentation > Segmentation Builder.
Click the segment plan you want to add to a group once. A bar with the options More and Edit appears at the top.
Click More and then click Transfer. The Transfer Segment window opens to the Update Existing Group tab.
In the Transfer Segment window:
.png)
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).
Click Transfer.
Option 2: From Contact Management
Go to Audience > Contact Management > Group Members.
From the Group drop-down list, select a group.
Click the Add Segment button.
Configure the transfer
Select All, Percentage, or Number of matching contacts.
Select Add, Replace, or Remove.
Enter a Notification Address if a system user should receive a message when the transfer is complete.
Click Transfer.
Mapp Engage transfers the contacts who match the segment criteria into the group.