Create and import your first list: Segmenting an email campaign list (VIDEO)

Last Updated: Jan 28 2015 07:09 am UTC
  This is a Quick Start topic on segmenting contacts in an email list. Do you need more complete instructions for Creating and managing lists?

Segmentation falls under the list management. Once you have a list with contacts in it, you can segment it into subsets. Segmenting lets you send a campaign only to the subset of contacts that is appropriate.

For example, instead of emailing everyone on your list, you might only want to send an email to the segment of subscribers who subscribed after a certain date, because you advertised a promotion in your last newsletter and you want the new subscribers to know about it too.

Contact segments can be based either on list fields, or on contact activity. This Quick Start topic describes segments based on list fields. For more information on working with both segment types, see How do I create a segment of my list?

List creation process

  1. Creating a new email campaign list
  2. Adding contacts to an email campaign list
  3. Segmenting an email campaign list

To segment an email list:

  1. On the Mailigen toolbar, select Contacts > Segments.

  2. In the Segments screen that appears, click Create New Segment in the top right corner.

  3. In the Create Segment screen that appears, provide the following preference details:

    • For Segment title, type in a name for the segment you want to create. The title in the example shown is "Subs since Summer campaign". Let's say you want to use a segment to find people who subscribed after you sent your last campaign on June 30 (because it announced a huge Summer sale and you want to tell new subscribers about it, too). This segment will do that.
    • In the list of contact lists, select the list you want to segment.
      Usually, a segment is the subset of only one contact list. For a description of a useful case in which a segment covers several lists, see Can a segment cover more than one list?
  4. Click Next.
    The Map List Fields screen appears:

  5. Create a rule for selecting the recipients that will be included in the new segment. Following the example above, the rule will separate subscribers who were on the list before your June campaign was sent, from those who have signed up since:
    • Leave Match Type as is: Match all rules (AND conditions).
    • For Filter Contacts Where, construct the rule "Opt-in Date is after 30/06/2013", by selecting Opt-in Date in the first list; is after in the second list; and selecting the date 30/06/2013 from the calendar in the third field (you can also type in "30/06/2013").
    • The example in this Quick Start topic uses only a contact-based filter (which is based on the information about the subscribers themselves). An activity-based filter, in contrast, separates out contacts based on their activity (for example, whether they clicked or opened a previous email). For more information about using activity-based filters, see the topic How can I segment my contacts based on the results of a campaign?
    • Segmentation rules can be quite complex. Several typical scenarios for segmentation and the best rules to apply are provided in the topic Segmentation.
  6. Click Save in the bottom right corner.
    Mailigen returns you to the Segments screen and displays the new segment.

    Note the segment details that are shown: the title (Subs since Summer campaign), the list that it segments (Naturally Healthy!) and the number of contacts that match the segment rule you created (8).