Segmentation is a powerful tool that can help you get better opens and clicks rate and thus improving overall reputation in email marketing. The segment is basically a condition or set of conditions used to target users based on some criteria.
Segregating contacts and then sending campaigns to them will improve an overall experience for the end user. This is one of the best practise email marketers can use in today’s competitive world.
In Maropost, we have implemented segments much to the need of all our clients using multiple criteria ranging from lists, opens, did not opens, clicks, did not click, subscribed status, products, revenue and so on.
Kindly follow the steps below to create segments:
- Kindly login to your Maropost Account.
- Hover the cursor to the (M) logo and then click on “Email” from the drop-down menu.
- Hover the cursor to “Segments” and click on the new segment.
- Enter a name and add appropriate conditions per the requirement. kindly note that there are the 2 rule statements:
– select contacts who match all rules described below
– select contacts who match one or more of the rules described below
If you select the first statement, then the conditions between 2 or more rules will be divided separated by “AND” operator.
If you select the second statement, the rules will be divided by “OR” operator.
- You can add as many conditions as you want. No limit to the number of segments as well.
- From the segment index page, you can export, duplicate, edit, delete and refresh count of segments.
Important points to remember:
- Segment fetch active contacts (subscribed) only. Soft-bounced contacts are also fetched into segments till the time they are active. As soon as a soft-bounce becomes a hard-bounce, it becomes an inactive contact.
- If a contact is present as subscribed but also present in “DNM” list, then it will not be fetched into the segment.
- Segments conditions and rules are independent of each other.
- Segments get refreshed at the time of sending a campaign out or while exporting or if used in workflows etc. However, you can always click on “Refresh” button below the segment name to see the latest count.
- Segments fetch only unique contacts.
- There are 2 operators in segments (AND, OR).
Operators Explanation: List A has contacts 1,2,3List B has contacts 3,4,5
Now, if we create segments like:
In list> List A
OR Result: 1,2,3,4,5
In list> List B
If we create a segment with AND operator as shown below:
In list> List A
AND Result: 3
In list> List B
Currently, we have 22 filters in segments.
- Contacts Information: – This option will segregate the contacts based on the default or custom field value. For example, you want to fetch all the contacts that have email= gmail.com etc.
- In List: – If you want to fetch the contacts based on a list. You can use multiple “in list” conditions if the requirement is to fetch contacts from multiple lists.
- Not in list: – In case you want to fetch the contact not present in a specific list but present in another. Once you select this option, it will show all the lists name in another drop-down.
- Opened: – to fetch contacts who have opened a campaign or have opened in a given time-frame irrespective of which campaign, based on browser language or platform (mobile, tablet, desktop).
- Did Not Open: – This is opposite to the opened filter. This will fetch the contacts based on campaign or time-frame.
- Clicked: – This will fetch the contacts who have clicked in a given time frame or based on any/specific link of a campaign.
- Clicks: – It is similar to the above filter. But, using this, you can filter contacts based on who clicked more than, less than, or equal to X times.(where X is a number).
- Did not Click: – Opposite to clicked filter. It’s based on campaign or time-frame.
- Subscribed: – Using this, we can fetch contacts which subscribed in a time-frame to a specific list or all. Use multiple conditions if need to select multiple lists but not all.
- Received: – To fetch contacts who have received a campaign or based on time-frame.
- Did Not Receive: – This is fetch the contacts that have not opened the emails based on filters “Today, Anytime, In past, Timeframe, Campaigns.”
- Form Subscription: – To fetch contacts who have filled the forms successfully.
- Product: – This filter uses conditions (Purchased, Not Purchase, Purchased only, Date of Purchase, Purchase in past).
Once you select any of these conditions, it will give you another drop-down which will show all the products in the account.
- Revenue: – To fetch contacts based on the revenue using the conditions (Less than, More than and Equal to).
- Location: – With the help of this filter, you can segregate contacts based on the Geo locations. Once you select this filter, it will give you another drop down which has 3 options:
Is known: – It will fetch all the contacts in Maropost whose location is saved.
Is near: – It will give you another drop down wherein you can fill in the location
Is in: – It will fetch the contacts that live in a specific location.
- Website: – If you have setup web tracking feature in Maropost, we can track contacts who have opened, did not open, click, did not click, time spent on, pages visit a website.
Use time filters in conjunction to previous conditions.
- Campaign: – With the help of this filter you can segregate the contacts based on the opened, did not open, clicked, did not click, receive, did not receive
- In Workflow: – In this filter we can segregate the contacts who’s status is finished, active or paused in the workflow.
- Segments: – With this filter, we can use segment in the segments.
- Table: – To fetch contacts from tables using appropriate fields and values.
- Tags: – To fetch contacts from tags, use tags filter in segments.
- Order status: – Using this condition, you can fetch contact per his/her order status. for ex: processed, refunded, partial refunded etc. Fill the appropriate value to run the segment.
NOTE: Product and revenue need to be enabled, only then these options will appear in the segments. Contact email@example.com for more details.