How do I "test" the segment or category?
Delivra offers a helpful test feature that allows you to preview which contacts belong to a specific tag or segment. This is especially useful when validating your segmentation logic or confirming contact counts before launching a campaign.
What It Does
Using the Test function provides a real-time list of contacts currently matching your chosen tag or segment criteria. It's a quick way to confirm the health and accuracy of your targeting without needing to send a test email or run a full campaign.
How to Test a Category or Segment
-
Navigate to the Contacts dashboard.
-
In the left-hand menu, click Tags or Segments, depending on what you’d like to test.
-
Use the search bar to find the name of your desired tag or segment.
-
Hover over the listed item and click the drop arrow on the Edit button to the right.
-
Select Test from the dropdown menu.
This action will return a list of contacts that currently qualify for that category or segment.
Notes and Considerations
-
Segments are dynamic. That means their results can shift throughout the day based on changes in your contact data (e.g., new signups, unsubscribes, or updated field values).
-
Don’t be surprised if the number of contacts shown during one test differs slightly from another test conducted later—especially for segments tied to behavior or subscription status.
Best Practices
-
Use the test feature before sending any campaign tied to a complex segment to ensure your audience is being captured as intended.
-
Pair this tool with your email preview tools for an end-to-end check before launching high-impact sends.
-
Consider naming your segments descriptively (e.g., “Recent Purchasers - Last 30 Days”) to make testing and validation easier down the line.
Related Articles
Using the IN CATEGORY and NOT IN CATEGORY clauses
You can use our segment builder to create clauses to find contacts that are in or not in single or multiple categories. Navigate to the Contacts dashboard and select "Segments" from the left menu to get started building your new segment. Find ...What is the difference between segments and categories?
The difference between category and segment is that a category is a static list of email addresses, whereas a segment is dynamic and will adjust based on demographic field(s) data, behavior, and more. Segments and categories are created in the ...Why is my suppression list upload showing an error?
If you're trying to upload a file to suppress contacts from an upcoming campaign and see the message, "The file uploaded cannot be processed," there are a few common issues that may be causing the error. This article walks through how to set up your ...Finding Data Already Being Used in a Field for Segmentation
In the Segment builder, there is an option to Review my Data/Download my Data when creating segment clauses. Click open to review all data possibilities in the field used in the clause, making it easier to know what value(s) to use. When working with ...Removing Contacts from Categories
Sometimes contacts get assigned to the wrong tag, or preferences managed in your CRM need to be updated in bulk. This feature allows you to easily unsubscribe multiple contacts from one or more tags by importing a CSV file of email addresses. It’s a ...