By Mathew Patterson on 7th February 2007
To get started with segments, jump into your account. Hit the 'Manage Subscribers' tab, and then pick the list you want to work with. You'll find the segments link at the bottom of the right column.
Now you can hit the big green button to create a new segment.
You'll need to give it a sensible name that describes the segment so you can use it later. So, in my example, 'Huacaya owners'. Create the segment, and you are ready to add some rules.
Rules are what you use to select the addresses you want. For every list, you can create rules that are based on Name, Email address and date subscribed. If you have custom fields in your list, you can make rules based on those too.
In my case, I want to create a segment of subscribers who have an 'Alpaca Type' of 'Huacaya'. So I drop down the select box and choose 'Alpaca Type', and hit Go.
Now I can create my Alpaca Type rule. I would select 'Alpaca Type equals Huacaya'. (It's not case sensitive)
The full list of possible rule types is:
Value:Equals Does not equal Is provided Is not provided
Number:Is greater than
Is less than
Does not contain
Date subscribed:Is before Is after
Campaigns:Campaign was opened
Campaign was opened - Any link clicked
Campaign was opened - Specific link clicked
Campaign was opened - No link clicked
Campaign was not opened
You can combine any number of rules to split your segment as far as you like. Not all of them are available for every field or list. You can also add multiple rules for the same field. For example "Email contains hotmail or Email contains gmail"
Each time you save your segment, the count at the top right will show you how many people you are selecting with all the rules applied. You can also hit the link there to see who is in your segment.
Once you've finished tweaking your rules, you'll have a set of subscribers. Every time you come back to check out your segment, and every time you send a campaign to your segment, the rules will be re-applied to your list, and the segment will be updated.
So now you when you create a new campaign and select some recipients, your new segment will show up as an option. Huacayas owners will rejoice with their own individual email!
As well as picking your favorite Alpaca owners, segments can be used in lots of different ways to increase the effectiveness of your campaigns. Here are a few ideas to get you started.
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