Contact Segmentation is currently only available in the legacy Marketing Campaigns product and is not yet available within the new Marketing Campaigns experience. For additional information, including when we expect it to be available, click here.
You can filter the information stored in your contact lists to create segments. Segmenting contacts using different conditions allows you to create Marketing Campaigns that directly address the wants and needs of a particular audience. You can create a segment that pulls from ALL CONTACTS or a specific existing list. Custom fields allow you to use unique information to identify contacts for different segments. Segments are dynamically updated over time as you add contacts 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.
You can create a new segment with multiple conditions based on the information you have stored about your contacts, and based on some of the information SendGrid has stored about your Marketing Campaigns.
You can create up to 200 segments.
To create a segment:
For example, to create a segment of recipients that have clicked on a link in a specific Marketing Campaign:
The Condition drop-down contains required CSV fields, custom fields, and internal event data to help you get your email campaigns to the correct audience. The Criteria drop-down contains operators that tell the segment how to handle the data specified by the condition.
Depending on which condition is selected, the criteria you can choose from differ. The criteria available to assign to conditions will depend on the field type (Text, Date, or Number). For example, a condition labeled "Number” will show
LESS THAN, and
EQUALS as options whereas a “Text” field will show
IS NOT as options.
|is||data matches the text input exactly|
|is not||the data does not match the text input exactly|
|contains word||data includes the text input|
|is before||the date of the event is before the date selected|
|is after||the date of the event is after the date selected|
|is within||the date of the event is within a selected date range|
|is empty||the condition or field is empty in the database|
|is not empty||the condition or field is not empty in the database|
|opened||the contact opened an email from a campaign|
|not opened||the contact did not open an email from a campaign|
|clicked||the contact clicked a link within a campaign|
|not clicked||the contact did not click a link within a campaign|
You can add up to 15 different conditions per segment.
To export a Segment:
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.