Segmentation Builder Basics

The Segmentation builder allows you to break your mailing list down based on criteria you choose to send a campaign to just one portion of your list or to take a closer view at a subset of subscribers.

You can create and save segments on a mailing list’s detail page by scrolling down to the Segments section. You can also use the segmentation builder while creating a campaign or viewing your subscribers.

Create a Segment

To create and save a segment to one of your mailing lists:

1. Click on the Mailing Lists tab:
2. Click the magnifying glass icon to view the list that you wish to create a segment for:
3. Scroll down to Segments and click Create a segment:
4. Enter a descriptive name for the segment.
5. Choose the criteria you want to use to filter your list. (See below for more detailed information.)
6. Click the + sign to add additional conditions if necessary.
7. Click Use this segment to save your new segment.

You can now choose the segment wherever you’d like to filter your mailing list: while creating a campaign or when viewing your subscribers. Just click Stored, then choose the segment from the drop down list under Segmentation Criteria.

Available Segmentation Criteria

You can use any of the options below when creating your segment.

Criteria Grouping

1. All of the following criteria – If you use two or more criteria, only find subscribers that meet both.
2. Any of the following criteria – If you use two or more criteria, find all subscribers that meet one or the other.

Subscriber Details

1. Subscription Status – Filter by whether subscribers are or are not in a particular status.
2. Email Address – Include or exclude subscribers based on key words in their email address.
3. Domain – Create a list of domains to find or leave out.
4. Date Subscribed – Choose a date range based on when subscribers were added to the list.
5. Date confirmed – Choose a date range based on when subscribers confirmed their email.
6. Subscriber Near US Zip Code – Include or exclude subscribers based on whether they are within a specified amount of miles to the given zip code.
7. In Segment – Include or exclude subscribers based on whether they match another segment.
8. In Mailing List – Include or exclude subscribers based on whether they’re in one of your other lists.
9. In a Portion of the List – Send to only a portion of your list based on percentages. For example, send one email to0%–10% of your list, send a second email to 10%–20% of your list (keeping the same randomization key), then send the more successful of the two emails to 20%–100% of your list as a way to do A/B split testing on a campaign.

Subscriber Activity

1. Subscriber Most Recently Opened – Choose a date range to find subscribers who have opened your emails.
2. Subscriber Most Recently Clicked – Choose a date range to find subscribers who have clicked a link in your emails.
3. Subscriber in Campaign – Choose or exclude subscribers who were in one of your previous campaigns.
4. Subscriber Opened Campaign – Choose or exclude subscribers who opened an email from one of your campaigns.
5. Subscriber Clicked Campaign – Choose or exclude subscribers who clicked an email from one of your campaigns.
6. Subscriber Clicked Link – Choose or exclude subscribers who clicked a specific link.
7. Subscriber Most Recently Sent – Choose a date range to find subscribers who have been sent one of your emails.

Custom Fields

Any custom fields you’ve created for your list are also available as segmentation criteria.