I need some help understanding how to use segments.
Goal: 1 list with a custom field (not visible on sign up form) that I can denote whether subscriber is a former, current or possible future client.
I created a segment and a custom field for Subscriber Status with the options former, current and future
When I went to select recipients for an email campaign I was not able to select based on the former, current or future options.
Is there a link to an article on how to do this?
thanks for the help!
Hi Jules, first up, you will have to populate the Subscriber Status fields for each of your customers. After that, you should be able to create a segment, 'Subscriber Status equals 'Previous Client' '. Here's a post on creating and using segments that may be able to assist.
Thanks, Jules! Let us know if there's anything else we can clarify for you :)
Thanks for the link roshodgekiss
I've got it figured out now :)
I'm trying to create a segment based on a custom field that can have multiple values. In this case, it's a US State.
A person can have "Ohio" and "Alabama" as values for the custom field "State". The trouble is, a segment looking for "State" is "Ohio" won't pick this up--it has to exactly equal "Ohio", not contain "Ohio".
Is there something I'm not seeing, or do segments not work with a field that has multiple values available?
Hi again Robbie, yes, segments do work with a field that has multiple options available. In this instance, your 'US State' field has to be of the data type, 'Multi-Options (select many)' if you're going to allow subscribers to select multiple states. When creating a segment, you can then select 'State' Equals 'Ohio' and fields that have both 'Ohio' or 'Ohio' AND 'Alabama' will get picked up. Here's how to import multiple-value custom field data.
Thanks, Robbie! Let us know how you go :)
Thanks for your help. It didn't seem to be working at first, but I just confirmed that a recipient who qualifies for both segments is now showing in both properly.
Thanks for letting us know - we really appreciate you following this up :)