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Hi,

I wanted to create an email campaign directly from the Gainsight platform.

The “segments” functionality seemed to me perfect for targeting the right audience at first. When I started to filter down the users, I came across of a lack of flexibility to make it right:

  • filters only allow to choose one OR another filtering criteria , f.e. if I want to have a country field specific and empty ones in one view- it is not possible.
  • you cannot remove manually users from the segment list; it is fully controlled by filtering options, which are limited (see above).

Does anyone of you have any workaround how to create a segment only for your specific target?

Hi ​@Sylwia Ganiec 👋,

I believe the best workaround here is to create a custom role for this specific campaign. You can then filter on a specific country, then add the custom role, then filter on country fields that are empty and then add the custom role and so on, so that you can get more specific with who you are targeting.

You can then of course ‘manually remove’ users you do not want in this segment by removing the custom role.

Agree that it would be good to have OR logic when creating filters! Keen to hear if anyone else has come up with other workarounds...

Hi ​@olimarrio ,

I will try out the provided workaround and let you know how it worked for me. 

Thanks a lot! 

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