When building campaigns and taking action on various groups of people, combining your list and segments to create one large list could be very helpful. Let’s say you have two segments that are based on different criteria and you now would like to send the same email to them or call all of them. You can easily combine two segments or lists and proceed to take your action.
Begin by clicking ‘Take Action’ within the segment you’d like to work with. Then click ‘Add to List.’
Next, you can select the list you'd like to work with and select the segment you'd like to add to it.
You will see a percentage ticker at the top of your screen which will tell you the number of profiles being added to your list.
Once your segment has been added to your list, you have the ability to add and remove profiles. Here you can add additional segments or individual profiles.
You can also click on a folder to select a segment to add to a list from this screen.