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Segmentation

Summary

What is Segmentation?

Let’s pretend you have contacts from all over the world and you want to promote a special event in Los Angeles. What do you do? You could send the campaign to your entire list, knowing the content is only relevant to a key group.

Or you could create a new contact list containing only Los Angeles contacts…. but do you want to create a contact list for every specific event, sale, or promotion? Maintaining several overlapping lists is difficult: any customer who unsubscribes from one of these new lists will still remain on your main contact list and maybe other lists. You would to need to manually manage the unsubscribes across all lists otherwise you run the risk of receiving spam and abuse complaints.

What you can do is use segmentation to filter your main contact list into sub-groups based on existing contact properties or by user activity. These filters - called segments - can be applied to your campaigns allowing you to send relevant content to the people who are most interested and most likely to open it.

Here are a few examples of how to use segments:

  • Create a re-engagment campaign to customers who have not opened your campaigns in the last 60 days
  • Send a campaign with a welcome promo code to new subscribers
  • Target customers by different demographics such as age, gender, city, country or income about promotional sales and events
  • Group subscribers by the topics they had selected when signing up for your newsletter

In this guide, you will learn how to build segments using multiple filters, and how to apply them to a campaign.

Please note: Segmentation is only available on Premium Plans.

Before You Start

Segments can use the existing contact properties you have defined. Please take a few minutes to review your contact properties. If you have not set up your contact properties or you are not sure what they are, please read our FAQ: How to create & manage contact properties.

And please ensure your open & click tracking is enabled on your account!

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Access Your Segments

To access your segments page, go to Contacts and then click ‘Segmentation’.

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If this is your first time using segmentation, the ‘My Segments’ page will be empty and the only option is to create a new segment. Otherwise any previously created segments will be shown on this page where you can create and manage them.

Click on the ‘Create a segment’ button to continue.

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Segment Types

A segment is composed of one or more filters (conditions) that are applied to your contact list.

Filters can be based on the contact properties you currently have (i.e name, city, gender) or based on your contact’s activity (clicks or opens) over a period of time. You can one or many conditions in your segment.

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Segments based on Subscriber Activity

Create segments that are based on your user’s open and click activity over a selected time frame to target your most activity recipients with special offers or promotions, or re-engage with your least active subscribers.

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Past Click Activity

Target your most engaging contacts (or least engaging ones) based on their click activity in the last days, weeks or months.

Example: Clicked in the last 14 days
Results: All contacts who clicked any link in any sent campaign in the last 14 days.

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Example: Not clicked in the last 1 year
Results: All contacts who have never clicked a link in any campaign you have sent in the last year

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Past Open Activity

Filter out contacts who have opened or not opened any of your campaigns for the given time frame.

Please remember that the Open Rate is tracked in HTML emails. If your recipient’s email client does not accept HTML or cannot download images, the open rate cannot be tracked.

Example: Opened in the last 5 days
Results: All contacts who have opened any of your campaigns sent in the last 5 days.

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Example: Not opened in the last 2 months
Results: All contacts who have opened any of your campaigns sent in the last 2 months.

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Segments based on Contact Properties

Create segments based on the values of any of your contact properties. Depending on the type of contact property you select, the list of operators will change.

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Let’s examine the list of operators per contact property type: String, Integer/Decimal, Date, Boolean

Operators for the string contact properties:

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  • Is
    Equals the contact property value. Is case sensitive.
    Example: City Is ‘New York’ will match only contacts with ‘New York’ and will not match ‘NEW YORK’, ‘New york’, etc.

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  • Is not
    Does not equal the value of the contact propery. Is case sensitive.
    Example: City Is not ‘new york’

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  • Is provided
    The contact property field has a value, and is not blank.

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  • Is not provided
    The contact property field is blank; no value has been entered.

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  • Starts with
    Checks the first characters of the contact property for a match. Is not case sensitive.
    Example: State Starts with ‘new’ will match ‘new’, ‘NEW’, ‘NeW’, etc.

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  • Ends with
    Checks the last characters of the contact property for a match. Is not case sensitive.
    Example: City Ends with ‘ville’ will match 'ville', 'VILLE', etc.

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  • Contains
    Checks if the value provided is found anywhere in the contact property. Is not case sensitive.
    Example: Plan Contains ‘Premium’
    Results: All contacts with a Premium membership type (Silver Premium, Premium Plus, etc.)

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  • Does not contain
    Checks that the value is not contained anywhere in the contact property. Is not case sensitive.
    Example: Plan Does not contain ‘Basic’

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Operators for the Integer or Decimal contact properties:

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  • Equals
    Example: Age Equals 30

  • Does not equal
    Example: Age Does not equal 40

  • Is less than
    Example: Age Is less than 25

  • Is less than or equal to
    Example: Age Is less than or equal to 25

  • Is greater than
    Example: Age Is greater than 50

  • Is greater than or equal to
    Example: Age Is greater than or equal to 50

  • Is between
    Example: Age Is betwen 23 and 28
    (In other words, the value is greater than 23 and less than 28).

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  • Is provided
    The contact property contains an integer or decimal value, and is not empty.

  • Is not provided
    The contact property field is blank; no integer/decimal has been entered.

Operators for the Date contact properties:

  • Is before
    Example: Join_date Is before 07-20-2017

  • Is after
    Example: Join_date Is after 08-25-2017

  • Is
    Example: Join_date Is 2017-09-30

  • Is not
    Example: Join_date Is not 2017-09-30

  • Is today
    Example: Join_date Is today

  • Is between
    Example: Join_date Is between 2017-01-01 and 2017-01-31
    Results: Return dates of Jan 2nd, Jan 3rd, … all the way to Jan 30th.

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  • Is in the next [Days/Weeks/Months]
    Enter a number to check if the date is coming in the next days, weeks or months.
    Example: Birthday Is in the next 3 weeks

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  • Is in the last [Days/Weeks/Months]
    Enter a number to check if the date happened in the past days, weeks or months
    Example: Join_Date Is in the last 12 days

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  • Has anniversary on
    Checks the day and month of the contact property date but not the year
    Example: Join_Date Has anniversary on 03-13
    Results: Returns any contacts with a Join_Date on March 13th regardless of the year

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Operators for the Boolean contact properties:

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  • Is true
    Example: VIP Is true

  • Is false
    Example: VIP Is false

Create a Segment

In the following sections, we will step through how to create a:

  • Simple One Filter Segment using a contact property
  • Simple One Filter Segment based on user behaviour
  • Multi-Filter Segments (using the AND and OR operators)

Simple Segment Example (Contact Property)

For this first example, we will create a segment to list all female customers.

First step - enter a name for your new segment. We will use: All female customers

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Next step - creating the filter to select all customers who are of female gender:

  • From the ‘Select property or behaviour’ drop down list, select ‘gender’

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  • Select ‘is’ from the drop down list.

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  • Enter the value of ‘female’

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    Please note: The ‘is’ operation is case sensitive - meaning only contacts with the value ‘female’ will be a match. Contacts with different case values (‘FEMALE’, ‘Female’, etc) are not a match. You may want to review the exact values used in your contact properties before creating your segments.

Now you can test your segment by applying it to any contact list. From the ‘Test Segment’ section, select a contact list and click ‘Calculate’.

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And you will see the number of contacts who are female.

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Note: if there is no value in the contact property field, that contact will not be returned in the resulting set. For this example, if the ‘gender’ field is blank (empty) for a contact, that contact will not be included in the list segmentation.

Once you have tested your segment, just click ’Save’.

Congratulations on creating your first segment!

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To learn how to use this segment with your campaign, please jump to: Apply a Segment to your Campaign.

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Simple Segment Example (User Behaviour)

Filters can also be based on user ‘open’ and ‘click’ behaviour. This allows you to send promotions & specials to your most engaged customers (i.e. opened your campaign in the last 5 days), or send send re-engagement campaigns to your inactive customers (i.e. have not clicked or re-clicked links in your campaigns in the last 60 days).

Let’s create a segment that is based on user activity to list all contacts who have opened one of your campaigns in the last 30 days.

From the ‘My Segments’ page, click on ‘Create new segment’.

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We will enter a segment name of: Opened in last 30 days

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From the Property or Behavior drop down list, select ‘Opened in the last’

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From the second drop down list, select ‘30 days’.

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You can test your filter against a contact list. Simply select a contact list from the ‘Test Segment’ section and click ‘Calculate’.

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You will see how many contacts from the contact list have opened a campaign in the last 30 days.

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Please note: The ‘user behaviour’ filters are dynamic so the results you see here may be different when you apply the segment to your campaign. The ‘open’ stats are continuously changing, and the ‘30 day’ time frame is applied on the day you send your campaign.

And the last step is to save your new segment!

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To learn how to use this segment with your campaign, please jump to: Apply a Segment to your Campaign.

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Using the AND and OR operators for Multi-filter Segments

To create segments with two filters, you will need to connect the filters using the AND or OR operators.

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The AND operator

If you want to group your contacts who match all the filter conditions use the AND operator.

Example: You want to group all men not living in Los Angeles. There are two conditions for this segment: male customers AND not living in Los Angeles.

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The OR operator

If you want to group your contacts who match any of the filter conditions use the OR operator.

Example: You want to group all customers living in New York and Miami. There are two conditions for this segment: customers who live in New York OR customers who live in Miami.

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The format for multi-filter segments is:

(Filter A OR Filter B) AND (Filter C) AND (Filter D OR Filter E) AND ….

Or in very general terms:

(one or more filters joined by OR) AND (one or more filters joined by OR) AND ….

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You can create as many filters as you want using both the AND and OR operators.

Please note: For multi-filter segments that have both the AND and OR operators, the AND operator is executed first.

In this example, we will build a segment to target all customers aged 25-40 who live in Paris and London.

There are four conditions for this segment:

(age is greater than 25) AND (age is less than 40) AND (living in Paris OR living in London)

Step one - create the first age filter (greater than or equal to 25).

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Click the AND operator...

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and create the second age filter (less than or equal to 40).

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The first part of the segment is complete: filtering all customers between the ages of 25 and 40.

Click the AND operator and create the first city filter (living in Paris).

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As we want to include any customers living in Paris or London, we will need to use the OR operator to join the second city filter (living in London).

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Your segment is complete and ready to test!

Select a contact list from the ’Test Segment’ section and click ’Calculate’.

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You will be shown how many contacts match your conditions of living in Paris or London and are of age 25 to 40.

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Please note: if there is no value in the contact property field (age or city), that contact will not be returned in the resulting set.

And the last step - save your new segment!

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Test Your Segment

You can test your segment against a contact list at any time.

Go to the ’My Segments’ page, select ’Edit’ from the Manage drop down menu for a segment.

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From the ‘Test Segment’ section, select a contact list and click ‘Calculate’.

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The resulting list shows the number of contacts who match the criteria of your segment filter(s).

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Please note: if your filter is based on a contact property and there is no value in that contact property field (i.e. it is empty), that contact will not be returned in the resulting set.

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Apply a Segment to your Campaign

Now that you've created a segment, let’s apply it to a campaign.

From the Campaigns page, create a campaign.

Once you select your contact list, you will have the option to send the campaign or to apply a segment. Click the 'Only send to a segment' radio button.

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Then click on the drop down list.

You can choose an existing segment, or create a new one by selecting ‘Create a new segment’.

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If you select ‘Create a new segment’, the screen will expand allowing you to create a segment and test it by applying it to the selected contact list.

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For this example, we will select an existing segment.

Click the ‘Calculate number of contacts’ link to apply the segment to your contact list to see how many contacts will be matched.

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Once you are happy with your segment, continue with your campaign design and send your campaign as usual.

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My Segments Page

To access and manage your segments, go to Contacts and then click ‘Segmentation’.

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The ‘My Segments’ page will show all current segments along with the last used activity details.

From here you can create, modify, duplicate and delete your segments.

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Edit your Segment

Click on the Manage drop down menu and select ‘Edit segment’.

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You can change your segment name, remove a filter by clicking the ‘X’ or add new filters.

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Once you have completed your changes, simply click the ‘Save’ button.

Duplicate your Segment

Select ‘Duplicate’ from the Manage drop down menu.

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You will be taken to the ‘Edit a segment’ page where you can edit the newly duplicated segment as normal.

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Delete your Segment

Select ‘Delete’ from the Manage drop down menu for the desired segment.

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Then agree to the confirmation message.

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Please note:

  • Once a segment has been deleted, it cannot be recovered.
  • Segments that were used in a sent campaign cannot be deleted as they are connected with the statistics.

If you have any questions about using segmentation, please open a ticket with our Support Team!

Happy Segmenting!

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