Perform an Action

Updated on 18 Mar 2024

Perform an Action for Your Segment:

Now that you've got your segment, you have two options for performing an action to it.

Option 1:
  1. Select Contacts from your Simplero Dashboard.

  2. Select Segments from the dropdown menu.

  3. Create your segment or select your segment from the list.

  4. Select the Perform action... button from the top action menu.


  5. The Perform an action pop-up screen will open.


  6. Click the drop-down list in each field to select the action you want to perform for this segment, and then click the Go do it! button.

Option 2:
  1. Select Contacts from your Simplero Dashboard.

  2. Select Segments from the dropdown menu.

  3. Locate the segment from the list by clicking the box next to the segment name.

  4. Click the lightning bolt icon on the far right side of the segment name



Send a Broadcast to a Segment

You have two options for sending a broadcast to a segment from the segment screen.

Option 1:
  1. Select Contacts from your Simplero Dashboard.

  2. Select Segments from the dropdown menu

  3. Create your segment or select your segment from the list.

  4. Select the white Send broadcast button from the top action menu.


Option 2:

  1. Select Contacts from your Simplero Dashboard.

  2. Select Segments from the dropdown menu

  3. Locate the segment from the list by clicking the box next to the segment name.

  4. Then click the Envelope icon on the far right side of the segment name.


Note: When sending an email to a segment, the system doesn't recognize if someone has unsubscribed to a list. Therefore, you'll want to exclude people who've unsubscribed from the list or canceled their purchases for the groups you included.

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