Create and Send to a Segment

Segmentation could help to divide your contacts into smaller groups who have similar interest. Personalized content is the main purpose of segmentation, you split your subscribers into segments based on their demographics, background or interest, then you could send different type of contents to each segment of people. 

In this article, you will learn how to create a Segment and how to send email campaign to them.

Create a segment

In Subscribers list, you are able to create, edit, preview or even save the segment. To create a segment, follow the steps below:-

In this example, we will show you how to segment user who never opens your campaign for the last 2 months. 

1. Go to Subscribers tab
2. Click Add Segment
   
3. Set the drop-down menus as Campaign Activity - Did not open - any - within the last - 60 (days)
   
4. Click Preview Subscribers button
5. Click Edit condition if you need to change the condition.
   
6. Once complete, you can click Save segment to save your segment.
7. In the pop-up, enter your segment name and click Save.

Note: You could add multiple conditions, and choose to join them using ALL or ANY.

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Send to a Segment

When you want to send an email campaign to a segment, you need to assign them into a subcategory first. To assign them into a subcategory, follow the steps below:-

1. Go to Subscribers tab
2. Click on Segments 
3. Then click on the segment name you want to send a campaign to
4. In Subscribers list, click on the arrow next to the first checkbox and choose Select all in the list
5. Click on the Actions drop-down menu and choose Manage categories
6. In the pop-up modal, choose 'Add to category', and select the subcategories you want assign to
   Note: If you haven't create any subcategory, you may want to create one first.
7. Then click Add to category button
8. Go to Campaigns tab
9. Click Add New Campaign
10. Enter your campaign details in Setup step, then click Next
11. Select a template to start with
12. Design your email campaign
13. Once complete, click Next
14. At the final step, choose Category 
15. In Filter by category pop-up, select the category name you have previously assigned
16. Click Add to selected subscriber button
17. After that, click Send or Schedule button to send out your email campaign

See more

Getting started with Segment

Edit and Delete Segment

Use Segmentation for bulk action