What Are Segments?

Updated on: October 13, 2015 Category: Basics, Contacts, FAQ, Segmentation

Segmenting from RoblyTV on Vimeo.

Segments are tools for, well…segmenting.

Segmenting is splitting up your list into smaller parts, based on the interests or characteristics of your subscribers. That way you can send more targeted mail, which will lead to greater engagement.

You can create segments based upon existing information in our database — like zip code, state, industry, gender, demographics, income level, or any other piece of data you might group people by. You can also filter by behavior, like clicks and opens.

Create a New Segment

To create a new segment, go to  Contacts –> Segmentation –> Create A New Segment.

 Create segments

Name the segment. Try to make it as descriptive as possible, as you’ll select the segment from a drop-down menu when you build your campaign. You’ll want to remember what it’s for.

Select the criteria for each segment based on your needs:

Create and Save Your Segment

Create the filter parameters, click Save New Option after each.

Keep in mind that you cannot edit the ALL or ANY parameters once they’ve been created. But if you want to change those, simply delete the segment and create a new one. Enter all of your parameters, then when you go to build a campaign, that segment will be in the List drop down of the campaign builder List page, ready to go.

Apply a Segment

When you’re ready to use the segment you’ve created, go to Campaigns and click EDIT under your campaign. Click NEXT Step to get to the List step of the campaign builder:

Create a Segment

Add Segmented Contacts to a List

Once you have created a segment, you can add those contacts to a new or existing list by clicking on Add to List:

Add Segment to a List

You will then be prompted to add the segment to a new or existing contact list:

List Popup

 

Here’s a guide to segmenting terms:

is: equals or is an exact match.

is not: does not equal or match.

is empty: this field is empty or contains no data

is not empty: will only look for whether or not the field has data

contains: The value exists anywhere in the field. For example, First Name > Contains > At would include results like Kate and Patrick.

does not contain: Excludes results like above example.

starts with: Value starts with a certain phrase or character.

ends with: Value ends with a certain phrase or character.

includes: Use this to include a list of items, such as states, separated by commas. For example: State > Includes > TX, CO, AR, MO, NY

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