Segmenting your Contacts

The content on this page describes the experience in the latest version of Marketing Campaigns. If you’re using the legacy version of Marketing Campaigns, your experience may be different. To explore Marketing Campaigns plans and upgrade, click here.

You can use the information stored on your contacts from custom fields, reserved fields or engagement data (how recipients have engaged with your prior emails) to create segments. Segments are similar to contact lists, except they update over time when a contact’s data matches the criteria that you set. Segments can pull from All Contacts or any of your Contact lists.

When you segment your audience, you are able to create personalized Automation emails and Single Sends that directly address the wants and needs of your particular audience. Custom fields and data about how recipients have interacted with your emails allow you to use unique information to identify contacts for different segments. As the traits of your contacts change and you add more contacts that meet the criteria of your segment over time, your segments will dynamically update to reflect these updates. For example, a segment with the criteria “lives in Denver” or “is under 30 years old” will evolve as a contact’s address changes and they grow older.

Currently, you can only create a segment based on engagement with any Single Send (or a specific Single Send) that occurred after August 31, 2019. Soon, this will be enhanced to allow segmentation based on all-time Single Send engagement.

Creating a Segment

You can create a new segment with multiple conditions based on the information you have stored about your contacts as well as how these contacts have engaged with (opened or clicked) your emails in the past.

To create a segment:

  1. Navigate to Marketing and then select Contacts.
  2. Click on the Create dropdown button, and then the Create Segment option.
  3. Enter a Segment Name.
  4. Choose Segment all contacts or Segment an existing list.

Tip: If you're segmenting an existing list, you can click the three dots to the right of the list name and select "Create Segment" directly.

  1. To segment an existing list, select a list from the Existing List drop-down.
  2. In the targeting section, start building your condition by choosing a field from the drop-down.
  3. Choose from a list of available operators based on the chosen field.
  4. Enter the desired value.
  5. You can add multiple conditions, and choose to join them with AND or OR.
  6. Once you are finished adding conditions, click Save Segment.

For example, to create a segment of recipients that live in Denver:

  1. Navigate to Marketing and then select Contacts.
  2. Select the Create drop-down.
  3. Click New Segment.
  4. Enter a Segment Name.
  5. Choose Segment all contacts or Segment an existing list.
  6. From the targeting drop-down, select City.
  7. Select the operator is.
  8. In the date field, type Denver and then click Save Segment.

Depending on which field is selected, the operator you can choose from differ. The operator available to assign to fields will depend on the field type (Text, Date, or Number). For example, a "Number” field will show IS, IS NOT, IS GREATER THAN, IS LESS THAN, IS EQUAL OR GREATER THAN, and IS EQUAL OR LESS THAN as options whereas a “Text” field will show CONTAINS, DOES NOT CONTAIN, IS and IS NOT as options. When using more than one condition to segment your contacts, you can select AND or OR as options, where AND requires both conditions to be true and OR requires either condition to be true. Once you’ve selected the Field, Operator, and Value, you can layer additional conditions in the segment to narrow the results to a more targeted audience.

Exporting a Segment

To export a Segment:

  1. Click the Action Menu next to the name of the segment you wish to export.
  2. Select Export.

This triggers SendGrid to send an email to the primary email address on the account. The email includes a link to download the CSV of all the contacts in the list and their associated custom field values.

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

Additional Resources

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