Create and Send to a Segment

Let's understand segmentation and how it can affect your email marketing strategy.

Segmentation is the art of thinking in groups. You have to realize that your email list consists of different kind of people, with different behavior, profiles, and interests. You should use an email list filter that contains data within the same field to send interest-based campaigns, purchases, or other criteria.

In this article, you will learn how to create single and multiple conditional groups and how to send campaigns to your qualified recipients.

Before you start

  • You need to create an email list.
  • You need to create custom fields that correspond to the given condition.

Create email recipients according to the given conditions

To create a group of recipients of email in accordance with the terms given from your contact list, follow these steps:

  • Create single email recipients
  • Create multiple email recipients

Create single email recipients

In this example, We will create a single set of email recipients based on the contact information for today's birthday.

  1. Select Lists on the main menu.
  2. Click the name you want.
  3. Select the Segments tab, click the Create new segment button.

Create new segment

  1. Specify a unique segment name.

Segment title

  1. Choose drop-down Birthdate and condition is contain today's date and month.

Segment birthdate

Note: If you want to add more condition, you can click Condition to add the condition you want or delete a segment. Click Delete to delete conditions you don't want.

Segment condition

  1. After the setting is completed, click the Create button to save.

Segment finish

  1. You will find a contact email list that matches your criteria.

Segment filter

Create multiple email recipients

In this example We will create a multi-conditional contact group from the contact information of members who subscribe through the website before the date specified. Or contact members who subscribe via Facebook Lead after the specified date.

  1. Select Lists on the main menu.
  2. Click the name you want.
  3. Select the Segments tab, click the Create segment button.

Mul segment create

  1. Specify a unique Segment name.

Mul segment title

  1. For the first condition, select the data in the drop-down to Register from | is | website and Register date | is before | 01/07/2019.

Mul segment

  1. Select New group To create complex filtering conditions for contact information.

Mul segment

  1. For the second condition, select the data in the drop-down as Register from | is | Facebook lead and Register date | is after | 01/07/2019

Mul segment

Note: If you want to add more condition, you can click ** Condition** to add the condition you want or delete a segment. Click Delete to delete conditions you don't want.

Mul segment condition

  1. After the setting is completed, click the Create button to save.

Mul segment finish

  1. You will find a contact email list that matches your criteria.

Mul segment filter

Send a campaign to the specified recipient group

When you are ready to send the campaign email to the segmentation you created. You can start by creating a new campaign or click the name of the campaign you want in the following steps.

  1. Go to the campaign creation step.
  2. In the Recipients section, select the recipients according to the conditions you created.

Recipients

Note: In case you select more than one list and segments of recipients, and there is a duplicate email in the list, only one data will be delivered.

  1. Continue to complete other sections until finished.
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