Create an auto-updating Segment based on specific criteria. Give us the conditions, save the Segment, and we’ll update it anytime you’re ready to send it.
Segmentation makes it easy to send people content they care about. Subscribers can be included in specific Segments based on various behavioral triggers, and you can use these Segments to send automatic email scenarios or promo Campaigns when you’re ready to send.
You can segment your Contact List according to your subscribers’ geographic, and demographic data, age, sex, behavior, actions taken on your website, etc., using numerous available variables or using your own.
Things to know before you start:
- Our segmentation tools make it easy to target customers most likely to engage with your messages and convert. Target specific behaviors and activity, so you can keep your messages relevant and your customers ready to buy.
- Segments are based on user data you provide to SmartSender.io via API, add manually, or by file import. In addition to data provided by customers, SmartSender.io collects behavioral user data which also can be used for segmentation.
- The number of conditions in a Group is unlimited.
- You can set as many Groups of conditions as you want.
- The changing of the And\Or operators can occur inside each Group separately, regardless of the external add-ons of Groups.
Create a new Segment
Step-by-step instructions:
- Navigate to the Segments Management page (Menu->Audience->Segments).
- Click on the “Create” button.
- Type in the name of the Segment.
- Find and select the Contact List from the drop-down menu to be segmented.
- Set up the filters and conditions in the Group by selecting each from the drop-down menu.
- The list of available categories you can find here.
Category Description Variables Custom Variables created in the Contact List Contact Fields Сontact’s fields from the selected Contact List Subscription Sort contacts that are active or being deactivated and also filter contacts who are subscribed or unsubscribed to a specific channel. Marketing Sort contacts in accordance with the source which you acquired them from. Demography Set the filters to sort contacts by their demographic affiliation. Social Networks Social networks of contacts in which they are registered. Geography Sort by the timezone location of the contact. Engagement Segment options based on user behavior and reaction to a communication. Behavior Filter by the type of behavior of the contact with the received communication or if it has been registered. - The segmentation rules description you can find in this article.
- The list of available categories you can find here.
- Groups are multi-filtered. It means that you can choose one of the operators described below:
- Use the “AND” operator if you want to group your contacts who match all the filter conditions.
- Use the “OR” operator if you want to group your contacts who match any of the filter conditions.
- When more than one Group of filters is created, additional AND and OR conditions are activated so you can use them on existing Groups in the Segment. Change the operator at the top of the Segment’s settings.
- Press the “Save Segment” button.
Manage Segments
- Navigate to the Segments Management page (Menu->Audience->Segments).
- Sort Segments by name.
- Search Segments by name and by ID.
- The Segment’s name is clickable. Click will take you to the list of contacts that match the Segment conditions along with their details.
- The “Contacts” column shows you the number of contacts in the specific Segment and the date when the Segment was updated for the last time.
- The Contact List’s name is clickable. Press and you will be moved to the Contact List which is used for segmentation.
- Press the “Edit” button to change the Segment settings and conditions.
- Press the “Recalculate” button to update the number of contacts in the Segment.
- Press the “Info” button to get acquainted with the Segment details.
Parameter Description Segment name The name of the Segment along with its ID. Creation date The time and date of when the Segment was created according to the time zone of the account. Status Ready Means that the Segment recalculation is already finished. Failed Means that Segment recalculation was not successful. Processing Means that Segment recalculation is going. It may take a while if there are a lot of contacts in the selected Contact List. Tags The list of tags that are included in the Segment. - By pressing the “More” button the following actions will be available:
- Download – prepared file with the Segment details and the list of contacts that match the Segment conditions you can find and download in the Activity section from the Import/Export tab.
- Manage tags – add or delete the tags for the Segment. Tags will help you in Analytics reports organizing. If you use the same Segment for different mailing, tagging will help you track and review their performance in the aggregated report.
- Delete – remove the Segment without a recovery option.
NOTE
The Segment could be also deleted by choosing the check mark next to the Segment row.
- Click on the Segment name to get acquainted with its components. Here you can find all the contacts that match the Segment settings along with their detailed data.
- The contact identificators are placed on the left side of the table.
- The contact name is clickable. You will be moved to the contact’s profile.
NOTE
The profiles are only available for those contacts who are from the Default Contact List. - The contact subscription/unsubscription statuses to all existing channels are displayed next to the contact identificators.
- All the available contact variables with their values are also displayed in this table.
- You can change the width of the columns by dragging them using the handy tool in the form of double arrows.
- Press the button in the column header to open the drag-down menu in case you want to pin/unpin the column or hide it.
- Mark the checkbox next to the contact to open the additional action bar for him.
- Status – activate or deactivate the contact.
- Subscribe – activate the permission to get communication through a specific channel.
- Unsubscribe – deactivate the permission to get communication through a specific channel.
- Change variable value – Select a variable, and the new value will be applied to all selected contacts.
- Delete – the contact will be deleted from this Segment and simultaneously from the corresponding Contact List without the recovery option by pressing this button. If you want to delete the contact only from the Segment – add new conditions to the Segment or change the values of data due to which the contact entered the segment.
- Press the count information button. Further information will be displayed:
- Last updated -The date and time of the contacts recalculation in the Segment according to the account’s time zone. You can update the number of contacts at any time by pressing the round arrow button.
- Total in Segment – the number of contacts who match the segment filters and conditions.
- Email subscribed – the number of contacts in the Segment who are subscribed to get communication through the Email channel.
- SMS subscribed – the number of contacts in the Segment who are subscribed to get communication through the SMS channel.
- Desktop Web Push subscribed – the number of contacts in the Segment who are subscribed to get communication through the Desktop Web Push channel.
- Mobile Web Push subscribed – the number of contacts in the Segment who are subscribed to get communication through the Mobile Web Push channel.
- Telegram subscribed – the number of contacts in the Segment who are subscribed to get communication through the Telegram channel.
- Blacklisted Emails – the number of email addresses in the Segment that are currently in the Blacklist section.
- Blacklisted Phones – the number of phone numbers in the Segment that is currently in the Phone Blacklist section.
- Desktop Web Push Declined – the number of contacts who saw your notifications display request but did not allow to get Desktop Web Push notifications from you.
- Mobile Web Push Declined – the number of contacts who saw your notifications display request but did not allow to get Mobile Web Push notifications from you.
- Segment conditions – all groups of filters and conditions are displayed here.
- Press the “Edit Segment” button to change the Segment settings and conditions.
- Press the “Display settings” button. You can choose metrics to display here by choosing the check mark next to the variable name.
- Press the “Export Segment” button. The file with the contacts who match the segment filters and conditions will be available for downloading in the Activity section by pressing the Import/Export tab.
Segmenting examples
SmartSender.io offers numerous segmenting options based on user behavior and reaction to a communication sent via our platform, so you can make the most out of your audience. Here are some examples of segments you can create.
- Create the Segment based on any variable. For example, you can create a custom variable named “paidAccount” and update it with the “1” value in the Contact List immediately after your customers make at least one payment on your platform. This will allow you to group your paying customers in the current Segment and propose promo codes to this audience pushing the next purchase. As a result, it may increase interactions and sales.
- Sort your audience by gender to send personalized offers. In case you have manifold products – the part of it may be more attractive for one of the sexes.
- Create the multi-filter Segment to narrow the part of the audience. For example, you want to send your Campaign only to those who are living in New York city and have an age of 20 or higher. Just create the Segment with the appropriate filters using the “AND” operator between the groups of specified conditions.