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, 5 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 :)


Get in touch with us on Twitter: http://twitter.com/campaignmonitor
We're also on Facebook: http://facebook.com/campaignmonitor
JulesWebb JulesWebb, 5 years ago

Thanks for the link roshodgekiss

I've got it figured out now :)

Jules

superstrong, 5 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, 5 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 :)


Get in touch with us on Twitter: http://twitter.com/campaignmonitor
We're also on Facebook: http://facebook.com/campaignmonitor
superstrong, 5 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, 5 years ago

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


Get in touch with us on Twitter: http://twitter.com/campaignmonitor
We're also on Facebook: http://facebook.com/campaignmonitor

200,000 companies around the world can't be wrong.

From Australia to Zimbabwe, and everywhere in between, companies count on 
Campaign Monitor for email campaigns that drive real business results.

Get started for free
1-888-533-8098