Converting Legacy List Segments to the New Segments Experience

This article provides a detailed guide on converting legacy list segments to the new segments experience within the CRM, ensuring streamlined segment management and optimized marketing workflows.

As of September 30, 2024, a significant update has been made to the segment experience within the CRM. This change marks a shift from a list-based system to a more streamlined segment management approach. Users must convert their legacy list segments to comply with this new experience. Below is a detailed guide on how to effectively make this transition.

Segments include both recently created segments and converted legacy segments, are independent of lists, and are managed centrally through the Segments Overview Page for easier organization.

Best Practices for Segment Management

When updating your segments, it's advisable to reduce the number of segments you manage while increasing their frequency of use. This approach not only simplifies your workflow but also enhances the effectiveness of your marketing efforts.

Overview of the Updated Segment Experience

The updated segment experience allows for better management of segments directly from the Segments Overview page, eliminating the need for list dependency. Legacy list segments created prior to the update will need conversion to continue functioning under the new system.

Steps to Convert Legacy List Segments

To convert your legacy list segments, follow these steps:

1. Access Contacts: Click on Contacts in the left menu.
2. Navigate to Lists: Select Lists from the dropdown.
3. Select Segment: Click on the down caret next to any list and choose Segments.
4. Choose Segment for Conversion: Click on the specific segment you wish to convert.
5. Initiate Conversion: Click the Convert to Segment button in the List Segments window.
6. Fill Required Fields: In the Convert to Segment modal, complete all requested fields.
7. Finalize Conversion: Click the Convert button.

Upon completion, your segment will be saved in the Segments Overview page, ready for use in your campaigns.

Important: Converting does not delete the legacy list segment. It simply copies it into the new segment experience for more flexibility.

Archiving Unused Legacy List Segments

If you have old, unused legacy list segments that you do not wish to delete, you can hide them instead. This feature allows you to archive these segments without permanently removing them from your account. Here’s how:

1. Convert Desired Segments: First, convert any segments you want to keep using the steps outlined above.
2. Access Settings: Click onSettings, then select Advanced from the left menu.
3. Locate Legacy List Segments Section: Scroll down to find the “Legacy List Segments” section.
4. Toggle Visibility: Switch off the option labeled “Show/hide List segments.”  
5. Save Settings: Click Save Settings to apply these changes.

This action will also remove any notifications regarding your use of legacy list segments, providing a cleaner interface. Hiding legacy segments won’t affect campaigns or reports; it simply declutters your workspace.

Transitioning from legacy list segments to the new segments experience is essential for maintaining effective marketing strategies within the CRM. By following these steps and adhering to best practices, users can ensure a smooth conversion process and optimize their segment management moving forward.