Segments

Segments

List segmentation is one of the widely used techniques to target their prospects / potential customers in marketing arena. In List Segmentation a user divides the mailing list into different sub-sets to focus on a set of customers. This customer-based segmentation is based on specific criteria such as geographical (country, state, city), demography (age, gender) or based on behavior and buying patterns.

Create segment

You can separate subscribers using basic details such as first name, last name, company name, state, country and other custom information and campaigns can be sent out to a particular set of subscribers no matter how huge your list may be.

To create a segment for a list:

  1. From the Navigation toolbar, choose Subscribers and select Manage Lists.
  2. Click on the Mailing List, you wish to create segment
  3. Choose Segments and click Create segment.
  4. In Create Segments page, do the following:
    • Name - Give a name to your segment. (This is for your reference to identify and relate to the criteria).
    • Criteria - This would be the basis to segregate the subscribers within the mailing list.
    • Click Save.

You can also create a segment based on consent statuses such as awaiting, unresponsive, expressed, and expired.

Note:

  • You can set more than one criteria while segmenting the mailing list.

Edit segment

To edit a segment:

  1. From the Navigation toolbar, choose Subscribers and select Manage Lists.
  2. Click on the Mailing List, you wish to edit segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Edit.
  5. Make necessary changes.
  6. Click Save.

Delete segment

To delete a segment:

  1. From the Navigation toolbar, choose Subscribers and select Manage Lists.
  2. Click on the Mailing List, you wish to delete segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Delete segment.
  5. Make necessary changes.
  6. Click Go Ahead.

Delete Subscribers

To delete subscribers from a segment:

  1. From the Navigation toolbar, choose Subscribers and select Manage Lists.
  2. Click on the Mailing List, you wish to select segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Delete Subscribers.
  5. Click Go Ahead.

Clear segment

To clear subscribers from a segment:

  1. From the Navigation toolbar, choose Subscribers and select Manage Lists.
  2. Click on the Mailing List, you wish to select segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Clear Subscribers Only.
  5. Click Go Ahead.

Mass update for a segment

You can update a specific field for bulk subscribers in simple and quick way. To mass update subscribers of a segment:

Export subscribers from a segment

You can export the subscribers of a segment to create a backup data. You can choose the fields, file format that you want to export.

To export subscribers from a segment:

  1. From the Navigation toolbar, choose Subscribers and select Manage Lists.
  2. Click on the Mailing List, you wish to select segment.
  3. Under Segments, you can find the list of segments associated to the list.
  4. Click the More icon and then click Export Subscribers.
  5. A pop-up will appear where you need to fill out the following information:
    • Filter by Date – Select date and time and choose if you want to export all subscribers or based on added/updated time.
    • File Name – Give a suitable name and choose the file format you wish to use.
  6. Click Export.

Bulk Segment

Bulk segmentation is an advanced segmentation method where you can segregate your subscribers based on a specific field to create multiple segments.

For example, if you want to create segments based on country, it is a tedious task to create segments for every possible country present in your account. This is where bulk segments come into picture where you can create segments for every country present in your account in a single step.

Creating bulk segments

  1. From the Navigation toolbar, choose Subscribers and select Manage Lists.
  2. Click on the Mailing List, you wish to create segment
  3. Choose Segments and click Create segment.
  4. In Create Segments page, do the following:
    • Name - Give a name to your segment. (This is for your reference to identify and relate to the criteria).
    • Segment based on field - This would be the basis to segregate the subscribers based on specific field.
  5. Click Save.

Note:

  • You can set additional criteria to segment subscribers in the mailing list.

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