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.
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:
For example, to create a segment of recipients that live in Denver:
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 GREATER THAN,
IS LESS THAN,
IS EQUAL OR GREATER THAN, and
IS EQUAL OR LESS THAN as options whereas a “Text” field will show
DOES NOT CONTAIN,
IS NOT as options.
When using more than one condition to segment your contacts, you can select
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.
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.