Creating and Using List Segments

A segment is a subset of one of your existing subscriber lists. For example, instead of emailing everyone on your ‘Widget Fans list, you might only want to send an email to the subscribers living in the US. Thats a perfect job for a segment.

Creating a segment

To get started with segments, jump into your account and hit the ‘Manage Subscribers tab, and then pick the list you want to work with. Youll find the segments link on the right side.

 

Now you can hit “Create a new segment” button to create a new segment.

Create a segment

 

Youll need to give it a sensible name that describes the segment so you can use it later. So, in this example, ‘US Residents makes sense. Create the segment, and you are now ready to add some rules.

Using rules with segments

Rules are the criteria you use to select the addresses you want. For every list, you can create rules that are based on Name, Email address and date subscribed. If you have custom fields in your list, you can make rules based on those too.

In this case, we want to create a segment of subscribers who have a ‘Country Code of ‘US. So drop down the select box and choose ‘Country Code, and click “Add rule”.

choose a custom field

 

Now we can create my Country Code rule. Select ‘Country Code equals US (its not case sensitive) and click “Save and refresh count”.

save and refresh

 

The full list of possible rule types is:

Value:
  • Equals
  • Does not equal
  • Is provided
  • Is not provided
Number:
  • Is greater than
  • Is less than
Email address:
  • Contains
  • Does not contain
Date subscribed:
  • Is before
  • Is after
Campaigns:
  • Campaign was opened
  • Campaign was opened – Any link clicked
  • Campaign was opened – Specific link clicked
  • Campaign was opened – No link clicked
  • Campaign was not opened

You can combine any number of rules to split your segment as far as you like. Not all of them are available for every field or list. You can also add multiple rules for the same field. For example “Email contains hotmail or Email contains gmail”

Segments are smart!

Once youve finished tweaking your rules, youll have a set of subscribers. Every time you come back to check out your segment, and every time you send a campaign to your segment, the rules will be re-applied to your list, and the segment will be updated.

choose segment

 

So now you when you create a new campaign and select some recipients, your new segment will show up as an option. US residents will rejoice with their own individual email!

More ideas for using segments

As well as picking a locale, segments can be used in lots of different ways to increase the effectiveness of your campaigns. Here are a few ideas to get you started.

  • Send a special thank you offer to your old school members, who signed up before a certain date.
  • A second chance offer to people who did not click through on your last campaign
  • Offer special prices to frequent purchasers
  • Send emails to people interested in certain topics

FAQs about segments

Is sending to a segment charged like a normal campaign?
Yes, each time you send to a segment of your list, you will pay the normal rates for a campaign.
Do I have to update them manually?
No – segments are automatically updated before you send to them, and each time you view the segment details. They dont update ‘live because of the amount of processing that would require.
Can I do a ‘contains rule for custom fields?
Sorry, no. At the moment, you can only use ‘Contains and ‘Does not contain rules for the email address.
Can I segment based on dates other than the subscribe date?
Yes, you can create segment rules based on custom fields that are defined as dates, which lets you easily create lists of people who are having birthdays this month, or who are due for an appointment. However you might choose to set those emails up using an autoresponder instead.

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