Moving a single contact to a static segment manually

This process walks you through manually adding a contact to a specific static segment.

While campaigns are great for moving contacts in bulk, sometimes you just need to quickly add a single person to a list for a specific reason, like testing or a one-off communication. This method gives you direct control over segment membership without the need to set up complex rules, making it perfect for those ad-hoc adjustments.

Requirements

• Access to the Mautic instance.
• The name of the contact you want to move.
• The name of the destination static segment.

Step-by-step guide

1. Navigate to the Contacts page in the left-hand menu.
2. Search for the contact you need and click on their name to open their profile.
3. Click the dropdown menu in the upper-right corner of the contact's page and select Preferences.
4. In the window that appears, click on the Segments tab.
5. In the My segments field, select the segment you want to add the contact to. You can also remove the contact from other segments by clicking the x on the segment name.
6. Click Save & Close.

How do I know if I executed this process correctly?

• When you view the contact's profile, the new segment will be listed under their Segments.
• The contact will now appear in the member list of the target static segment.

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