MyConnect: Creating a Segment

Audience

Faculty & Staff

Task

Create a new Segment in MyConnect using filters or by modifying an existing segment.

Prerequisites

  • Access to the MyConnect platform.
  • Familiarity with Contacts and People sections in MyConnect.
  • Basic understanding of filters and segments.

Instructions

Option 1: Add Filters to Create a New Segment

  1. Go to Contacts > People in the main navigation menu.
  2. Click Add Filter to begin creating a new segment.
  3. Choose a property from the list or search using the Find Filter bar.
  4. Optionally, narrow your selection by choosing a Type from the drop-down menu.
  5. Add any number of filters that match your criteria and click the Apply button.
  6. Once you’ve configured your filters, click Save as New Segment to save your segment.
  7. Manage your saved segments under People > Segments.

Option 2: Modify an Existing Segment

  1. Go to Contacts > People in the main navigation menu.
  2. Click on the Segment box below "People."
  3. Search for and select an existing segment that you want to modify.
  4. Modify the filters as needed to adjust the segment.
  5. Once you’ve made your changes, click Save as New Segment to save the modified segment under a new name, or close without saving if you prefer not to keep the changes.

Outcome

After following these steps, you will be able to create a new segment or modify an existing one by using filters. The new segment will be saved for future use, and you can manage all saved segments under People > Segments.

Further Reading

Filters

Creating a Segment 

Apply a Label to a Segment

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