Create a segment

A segment is a saved filter inside a list, such as “customers in Austin” or “opened an email in the last 30 days”. It updates by itself as your contacts change.

Create a segment

1. Click Audience, open the Lists tab and open your list.
2. In the list menu, click Segments, then Add.
3. Enter a Segment name.
4. Under Match subscribers who meet, choose All (every condition must match) or Any (at least one must match).
5. Click Add condition and choose a Field, an Operator and a Value.
6. Add more conditions if you need them.
7. Click Save segment.

What you can filter on

• List fields: any field on the list. Text fields support operators such as equal, contains, starts with, and blank or not blank. Date fields support later than, earlier than and is.
• Tag: whether a contact’s tags contain, or don’t contain, a tag.
• Activities: Last opened email and Last link click (in days), and Created date, including “in the last X days”.
• Lead source: where the contact first came from, such as the original channel, source, campaign (utm_campaign) or affiliate.
• Email verification: the Verification result, if your list has been verified.

Use a segment

• Campaigns: on the Recipients step, pick the list and then the Segment.
• Automations: when you create an automation, you can pick a Segment (optional).
• Export: export only the people in a segment. See Import and export contacts.

Tips

• Combine a tag with activity, for example “Tag contains customer” and “Last opened email less than 90 days”.
• Click a segment to see the people who match it right now.

Related

• Tag your subscribers
• Add custom fields
• Create a campaign