Campaigns+ segmentation is a detailed integrated module with list of extensive filters to help you deeply dig your database.The process has not only been made intuitive and effective, but also added with the value for the users to explore extensive list of possibilities to slice the list and create more targeted geographic, demographic or behavioral subsets. Let’s get started.
Navigate to Segments
Main Navigation -> Lists -> Segments
When you first land on the page by clicking Segment from the main menu, you will see couple of buttons and a table with empty columns and rows. This table is actually intended to show the available segments and since you don’t have created any segment yet, let’s first create one to populate the table.
Add New Segment
Click this button with a small plus sign to reach New Segment and take a look at filtration options. But before discussing the filtration options, make mandatory selections.
Assign a label/name according to the sort of segment you are creating, i.e. Major ISPs or UK Opens etc. You will later recognize the segment from this name, when the Segment will start appearing in View Segments table.
You can select one of the following two options in order to match the segment rule and separate out contacts from either...
Selected Contact Lists ( Only if the segment rule matches within the contact lists you've selected)
Any List ( If the contact belonging to any list across the database matches the segment rule, it will be separated out.)
You can dig one or multiple lists or even list group(s) to create this new subset of targeted contacts. Make your selection by ticking the checkboxes alongside the names of the contact lists. If you want to make a segment out of the whole database and have selected "Any List" as option, list selection will not appear.
Filter Opens & Clicks (Engagement Level)
When you send a campaign to the contacts of specific list, system categorizes these contacts according to their behavior with the email they received. If they have opened the email, system recognizes and flags these contacts as Opens, and if they have clicked the link within the email, they are being flagged as clicked within that list. The set of filters that we are discussing would help you create segments of the contacts by their engagement level. Following area unfolds the fields and options within Opens/Clicks Filters.
Select the status to start with; the dropdown offers following status options.
- Opened Only- To create a segment of the engaged recipients, recipients that have opened the email
- Clicked Only- To create a segment of highly engaged recipients the ones that have not only opened the email but also clicked the link within
- Unopened Only- Contacts that haven’t opened or clicked the emails are categorized as unopened
Segment (Opens/Clicks) by Geography
The filters followed by status will take an effect according to the option selected from the Status dropdown. For example, the geographic filtration options will take an effect according to the status of contacts selected, if the Status is selected as Opened Only and the Country filter has an option for United Stats, system will create a segment for the Opened from United Stats Only. Here are the geographic filtration options.
- Country- Filter contacts by their country
- State- Lower level filters are applicable only when the upper level of the filter in hierarchy is selected. E.g. if you don’t select the Country, system will not make other geographic option down in the hierarchy selectable for you. The geographic options will work like, US and the New York, without US you can’t select New York.
- City-Separate out contacts belonging to specific city
- Zip-Segment contacts of specific Zip code
Segment by Browser/ OS
Both these fields offer handy option to separate out contacts that have opened/clicked the email from a specific browser while using particular OS. The dropdown of both the options list almost all types of browsers and operating system to make the selection easy. The segment you would create from these filters will look like, clicked using MAC OS 9 or opened while using Firefox and such.
This option will take effect according to the filters already selected from the above options for Status, Geographic Filters and Browser OS preferences. You will further have these two options to set the duration.
- Custom Data Range (Static)- The complete custom duration filters consist of two fields, Start Duration and End Duration. You will provide a starting time and date and ending time and date to separate out contacts between this duration. Keeping prior filters in consideration, here is how Custom Duration based filter would look like, Opened from US from 01/01/2018, 1: AM (Start Duration) to 02/02/2018, 1:00 AM (End Duration)
- Dynamic Duration- If you are not looking to apply this filter just between some static duration, you can explore more option for the dynamic duration. When we say dynamic duration, it doesn't restrict the filter for certain starting or ending date. Since segmentation in Campaigns+ is a criteria that keeps on updating as per the condition applied, therefore, whenever a contact qualifies for that dynamic duration, it will be included in the segment, and whenever contact disqualifies for the same criteria, the segment automatically excludes it. The options it offer can help you apply filter to the contacts examples.
a) Occurred Before-Certain Number- Of Time (Clicked before 1 week)
b) For the Past-Number- Of Time (Unopened for past 1 year)
c) Older Than-Certain- Time Duration (Opened older than 1 year only)
The last option that you would need to select before applying this filer is selection of the Broadcast. Selecting the broadcast mean, you are separating out for example Contacts that has Opened Certain Broadcast (You'll select).
Following image demonstrates a segment of contacts that opened the email using (iPhone/Android) OS, from Australia (Western and South Australia), and between 1st of January to 31st of March.
Segment by Contact Status
The 3 of the steps altogether would help you draw in a rule for the contacts’ status, and separate out specific number of contacts that matches the status rule. Here are the possibilities.
- Contact Status is Active to separate out contacts that’s status is Active within the list/database (As per Selection), and Contact Status isn’t active to separate out contacts that’s status is Inactive. This formula works the same for other possibilities of "is and isn’t". Let’s demonstrate few more.
- Subscription Status is Unsubscribed to create a segment of Unsubscribed contacts within the list, and Subscription Status isn’t Unsubscribed to separate out contact that hasn’t opted to discontinue from receiving further emails.
- Apart from the contact status, you can also use this to apply a condition on contact's format, i.e. Contact Format is HTML or Contact Format is Text.
The value field or the 3rd step in the row can have more than one values selected separated by a comma, see the following example.
|First Step||Second Step||Third Step|
|Status Selection||Condition||Status Value|
Multiple Status Rules
You aren’t limited to apply one rule for the one segments, one segment can carry multiple rules. All you need to do is keep clicking “Add More” to add multiple status rules. Multiple rules would be like.
- Contact Status is Active
- Subscription Status isn’t Unsubscribed
Following filter segments out contacts with Confirm & Active status within the selected list(s).
Field filter would help you filter out contacts by the information saved within data fields. Both additional and custom fields can be selected to apply this filter and like the Contact Status Filter, this would work by utilizing all three fields to create a complete condition/rule. In the result, contacts that qualify for the rule will be separated out eventually. The set of these rules would help you explore variety of possibilities to demographically segment your list. Here is how you utilize the three steps together.
First step carries out all currently available fields, additional as well as the custom fields. So the first thing you need to create the rule is to select the desired data field, i.e. City, Gender, First Name and such.
Second step is for the condition that needs to be fulfilled. Some of these conditions are pretty easy to understand while few may need a little explanation for the user to understand them easily. So here goes a short account on all of them.
- Is and isn’t- If the custom field value is or isn’t something, i.e. Gender is Female or Country isn’t UK
- Contains and Doesn’t- If the custom field value contains or doesn’t contains something, i.e. Mobile Contact 44 (A segment of the numbers from UK), or Mobile doesn’t 44 (For the numbers apart from UK).
- Starts With and Ends At-These two conditions can work together as well as independently. Here is how it looks when working together, Subscription Date Starts with 01/01/2017 and Ends at 03/31/2017 to segment out contacts that have subscribed between January 2017 to March 2017. It is how you can explore other possibilities.
- Domain Is and Isn’t- Contacts’ Email Address Domain Is Gmail or Contacts’ Email Address Domain Isn’t Yahoo
- First Alphabet is Greater than and Equals to- The segment would look like, First Name First Alphabet is Greater than and Equal to F- and it would be separating out the contacts with the First Name F and greater than F. Whereas the second option down the line “First Alphabet is Lesser than or Equal to” would work otherwise.
The 3rd step is intended to type the value and complete the segmentation rule. 3 of these steps altogether will complete the rule, first one to select the desired data field (Additional/Custom), second to select the condition and the 3rd to put forward the value.
|First Step||Second Step||Third Step|
Contacts that have United States in their country field and cities of United States other than New York will be segmented in result of filter applied in the following example image.
Filter by Date Field
These rules would work with the date fields only, whether Additional like Birthday or Custom date fields you have created like Subscription Date, Signup Date and such. To setup a complete dynamic filter rule, here are the 4 step.
Select the desired date fields to start with.
Select the condition, following are the possibilities. We may repeatedly use examples belonging to specific date field i.e. Birthday, that doesn't mean it is restricted to a field we are using for example. You can use also other date fields both default as well as custom fields.
Options for Defined Duration
- After- A date picker selection to separate out contacts Exactly after defined/selected date. E.g. Birthday- After- 2 December is set to separate out contacts whose birthday will fall exactly after 1st December.
- Before- Works the same as described above for the After date option.
- Exactly- A date picker field to separate out contacts Exactly of certain date you select. E.g. Contacts whose Birthday is Exactly on 25 December.
- Between- Select to separate out contacts between two date exact date range, e.g. Contacts whose Birthday is Between 25 December to 31 December.
Options for Dynamic Duration
Since segmentation in Campaigns+ is a criteria that keeps on updating as per the condition applied, therefore, whenever a contact qualifies for that dynamic duration, it will be included in the segment, and whenever contact disqualifies for the same criteria, the segment automatically excludes it.
- Occurring after- A dynamic duration filter to separate out contacts in a segment that would qualify for the set period. E.g. Invoice Date- Occurring After- 3- Days.
- Occurring before- Works the same as described above for Occurring After option.
- For the Past- Again a dynamic duration filter and would apply on the contacts that qualify X number of past days set for this option. E.g. Subscription Date- For the Past- 30- Days, will separate out contacts that fall within the past 30 days of subscription date only.
- Older Than- Older than X number of dynamic duration/time that you define.
Third and Fourth Step
Two of the last steps of date field based filters would adapt as per your selection of the option from the second field. If you have selected a date picker option like (After, Before, Exactly) from the second step, you will be provided with a date picker field to pick the desired date and complete the filter condition. If you have selected a date range option (I.e. between), you will be provided option to select from and to date range. And if you have selected a dynamic duration option (Occurring After, Before, For the Past and Older than), these two last fields will help you define the X number of time/duration you want to set.
|First Step||Second Step||Third Step||Fourth Step|
|Date Field Selection||Condition||X Number||Duration|
Once you are done with the required set of filters and rules to create a new targeted segment, system will calculate the records and collect contacts according to the applied filter. A cron keeps on updating the segment, what that means? if a new contact qualifies for the segment criteria, cron will automatically update the segment counter.
Moreover, whenever you will want to later perform an operation on a specific segment i.e. sending a broadcast to a segment, system will real-time fetch and collect the contacts according to the set filtered criteria. For example, if at the time of saving the segment the counter shows that the segment will have 10 records qualifying from the list, later while scheduling the broadcast, the counter may vary and may find more than or less than contact qualifying for the criteria. This real time operation makes filters like dynamic duration work flawlessly.
System puts all available segments on view when you click “Segments” from the main navigation. The View Segments table consists of the following valuable information with regard to the current segments. Every row View Segments table represents a separate segment.
Rows of the first column have checkboxes that would help selecting records of multiple rows. You can select multiple segments and then from the top right area of the table, can select tools and then delete to remove these multiple segments.
Sr. shows the serial number of records in the table
From segment name we differentiate among the available segments. The segment name was provided as first mandatory field while setting up criteria for the specific segment.
Since admin in Campaigns+ can add staff users to help performing different tasks including market segmentation, the owner name stamp here would help distinguishing which user actually has created the segment, if it is created by admin user or created through some staff member user account.
The rows of this column are showing the date when the specific segment was created and saved.
Name of the original list(s) out of which this new and more targeted segment was created. You can have one or multiple lists selected to create a segment.
Number of contacts separated out in result of applying the filters, contacts that qualify for the filtered criteria and segmentation rules. The counter is clickable, and clicking on it will take you the next page that will provide you good deal of information with regard to the contact added to the segment.
If you have some contacts suppressed within the list and they at the same time qualify for the segmented criteria, they will still be added to the segment without taking suppression as exception.
Perform the following list of actions for the better management of current segmentation.
Click to edit and update the segmentation criteria saved earlier
Clicking it will prompt a message on your screen confirming which will result deletion of specific segment
Clicking will result in exporting the segmented records to a .CSV file.
Clicking the button will open up a new dropdown consisting of currently available subscriber lists. You'll select the desired email list from the dropdown to copy the segmented records to the selected list.
Move to a List
Moving your segmented records to a separate selected list will eventually leave the saved segment empty. The difference between copying and moving is copying the segmented contacts will keep the contact in the saved segments and copy to the separate selected list, but moving will move the contacts to the separate list while leaving the segment empty.
View Log History
Details of contacts separated in result of segmentation criteria