Segmentation

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.

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.

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 NOTIS BEFOREIS AFTERCONTAINS 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: