How do I send to list segment based on multiple options custom field?

Hello

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!

Jules

roshodgekiss roshodgekiss, 4 years ago

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 :)


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JulesWebb JulesWebb, 4 years ago

Thanks for the link roshodgekiss

I've got it figured out now :)

Jules

superstrong, 4 years ago

Hi team,

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?

Thanks,

Robbie

roshodgekiss roshodgekiss, 4 years ago

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 :)


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superstrong, 4 years ago

Hi Rosanne,

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,

Robbie

roshodgekiss roshodgekiss, 4 years ago

Thanks for letting us know - we really appreciate you following this up :)


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