🎯 Segment your contacts with Custom Objects

Custom Objects significantly expand your targeting capabilities in Webmecanik Automation. As soon as you create a Custom Object and its various fields, they immediately become available as segmentation criteria.

A contact is included in the segment only if a Custom Item directly linked to their record meets the specified condition.

🔍 Build your segment filters

To target contacts based on your business objects:

1. Go to the Segments menu, then create or edit a segment.

2. Click the Filters tab.

3. In the data source selector to the left of the filter, select the table dedicated to Custom Objects.

4. In the adjacent drop-down menu, choose the desired field from the automatically generated list. For each object, you will find its native field (e.g., Products Name) as well as all of its specific fields (e.g., Products: SKU, Products: Order Date, Products: Billing Email).

5. Set the operator and expected value based on the nature of your data.

💡 Save time with the AI Assistant: You can also describe your needs in natural language directly in the right-hand sidebar to automatically generate your targeting rules. To learn more, see our guide:

👉 How to use the Segment Assistant

⚙️ Adjust operators to the field type

Filtering conditions intelligently adjust according to the format of your custom field:

• Selection fields / checkboxes: Include or exclude one or more values from the closed list (equals, does not equal, contains).

• Date fields: Compare against a calendar or a dynamic date (more recent than, older than, equals).

• Text fields: Filter by exact or partial matches (contains, starts with, is empty).

• Numeric fields: Compare volume or amount thresholds (greater than, less than or equal to).

🌐 Advanced use case: The "Within custom objects" operator (Within custom objects)

A specific operator is available to easily filter contacts whose email address belongs to a large list of domains (internet service providers, institutional, or professional domains), without overloading your filters with dozens of "OR" conditions.

Step-by-step setup:

1. Create the structure object: Create a Custom Object named "Domains" without adding any additional custom fields (the default Name field is sufficient).

2. Import your data: Import your CSV file containing all target domain names (e.g., gmail.com, yahoo.fr, company.com) into this object.

3. Configure the segment: In your segment, add the native contact field Email domain. Select the special operator Within custom objects (Within custom objects), then choose the "Domains" object from the list.

4. Calculate the segment: After your segment is automatically rebuilt, all contacts with a domain name matching one of the items in your object will be instantly included in it.