Filtering (segmenting) recipient lists

Segments within a group let you create very specific filters for your recipient data. E.g. you can filter customers within a certain category or a certain interest. The only requirement is that this information is available for all recipients.

Creating a segment

To create a segment go to [Segments] within your recipient group. Here you can now create a new segment and define your conditions for filtering the recipients.

The following example shows all recipients that fall within the category “prospect” being filtered:

With the drop down menu [Recipients must] you can specify if your conditions are inclusive (AND) or exclusive (OR). If e.g. you select [one condition] recipients must only match this one criterion to be included in the segment. If you select [all conditions] all the criteria must be met. Should you only include one criterion in this segment the selection will be meaningless.

The switch [Basic] lets you expand the segment functionality to choose between AND respectively OR connections of the single conditions.

Creating a FollowUp segment

You can segment recipients based on their activity within previously sent emails (FollowUp segment). As long as the data protection functionality is not active (see [My Account] > [Settings] > [General] you can e.g. segment all recipients that have opened a specific email.

Now you can use a segment as target group for an email campaign or export the data within the segment. The segments are dynamic which means that should the data within a segment change this will affect the actual segment. Segments can also be used for automated birthday emails. Find more information here.

Have more questions? Submit a request