What are Lists and Segments?

Lists are simply static collections of Marketing Campaigns contacts. By default, any new contacts you add are stored under ALL CONTACTS. You may create new lists when adding contacts either manually, or when uploading a CSV (comma separated values) file.

Segments are dynamic collections of Marketing Campaigns contacts grouped together, or segmented, based on criteria you define. This can include data you track about them, such as gender, location, or package type, or how they’ve engaged with your emails previously. You can create a segment that pulls from ALL CONTACTS or from a specific existing list.

Segments are dynamically updated over time as you add customers who meet the criteria of your segment, or as the traits of your contacts change. For example, a segment with the criteria ”opened an email within 30 days” will evolve as contacts engage (or don’t engage) with your email. Segmentation can be especially useful to ensure that you are targeting the best recipients for your campaign.

You must create at least one list or segment in order to send a campaign.

Managing Your Lists

All of your list management features can be reached through the gear icon on the main contacts page. Just click the icon on the right side of your list title to see Export, View List, Edit List, and Delete options.

Change the List Name

To change the name of a list, view the list and then click the pencil icon next to the name of the list at the top of the page. You will be able to edit the name and then hit your enter key to save the change.

Edit a List

When you select the “Edit List” option, you will be shown the upload contacts options that will allow you to add contacts directly to this list. You will also be able to create a segment of this list directly from this window.

Delete a List

If you would like to delete a list, go to Contacts where you will see a list of your contacts, then click the gear icon in the same row as your list name and select “Delete”. Once you have confirmed that you do in fact want to delete this list, only the association of a contact to this list will be deleted. Your contact’s information will continue to exist in your contact database.

Create a List

You create lists when you upload contacts, please check out our information on uploading contacts for more information.

You can create up to 100 lists.

Add Contacts to a list

To add contacts to a list, click the gear icon next to the list name and select “Edit List”. A window will pop out where you can upload a new CSV or manually add a contact.

Remove Contacts From a List

Click on the name of your list to view all the contacts on the list. Check the box next to the contacts you would like to remove. You will notice that a button at the top right corner will keep track of how many contacts you have selected. Click the button with the selected count and choose the option “Remove from this list” to take these contacts off the list.

Choosing “Delete” will permanently remove the contacts from your contact database. You cannot roll back this change through the UI without re-adding the contacts manually or via a CSV.

If you would like to remove these contacts from your contact database, you can do that by selecting “Delete”.

Create a Segment

You can create a new segment with multiple conditions based on the information you have stored about your contacts. This includes email, first_name, last_name, and all of the custom fields you have created prior to making this segment.

The fields Date Added and Last Updated are system generated. Date Added refers to the date the contact record was first created on your account. Last Updated refers to the date the contact was last updated. This could have been any of the following: a manual field update, an import that updated several qualities of this record or an API call that automatically updated this record.

You can create up to 400 segments.

To set up a segment, click the “add list or Segment” button from Contacts.

Then select the “New Segmentation” option. You can then start managing the parameters for your segment including the name and the conditions that allow a contact into this segment. This is where the type you set for your custom fields matters because different operators (IS, IS NOT, IS BEFORE, IS AFTER, CONTAINS WORD, etc.) will show up depending on the type of custom field you selected. For example, a field that is a “number” will show greater than, less than, and equals as options where a “text” field will show IS and IS NOT as options. As you add conditions you will be able to select AND or OR as options, where AND indicates both conditions are required and OR indicates either condition will work.

You can add up to 15 different conditions per segment.

You can also segment your users by their engagement with your email campaigns. To do this, create a new list and choose the Engagement: Opens or Engagement: Clicks option from the bottom of the conditions fields list. Based on the criteria you set, you can then market to your users based on how engaged they are with a specific campaign. This is especially useful for doing things like rewarding high engagement users.

Export a Segment

Export the contacts on a list by clicking the gear icon in the same row as your segment and then choosing the “export” option. This will trigger SendGrid to send an email to the primary email address on the account that includes a link to download the CSV of all the contacts in the list and their associated custom field values. The CSV export email will look like:

The download link for your CSV export will be valid for 24 hours.