Use segments to create targeted campaigns

Abstract

Filter your email list to provide subscribers with the information they are interested in.

The list segmentation option in Sitecore Send lets you send targeted email marketing campaigns by focusing on a specific audience inside your email marketing lists. You can create segments of your lists by defining your audience based on information that you have already gathered in the form of custom fields and user activity collected from your previous campaigns. For example, whether members of your list have opened a campaign, or how many and which clicks they have made. Segments let you filter your email list and provide your subscribers with exactly that information they are interested in.

To add a segment:

  1. On the dashboard, click Audience and click Segments.

  2. On the top right, click New and click Segment.

  3. In the Choose email list dialog box, select the email and click Start.

  4. Click Create custom segment.

  5. In the Segment name field, enter a name.

  6. In the Fetch field, for the first drop-down list, click one of the following options:

    • All: selects all the matching recipients.

    • Max number: selects a maximum number of recipients.

    • Max %: selects a maximum percentage of recipients.

    For the second drop-down list, click either:

    • All: fetches contacts that match all the criteria.

    • Any: fetches contact that match any of the criteria.

  7. Now you must add the rules. In the Rules field, click the appropriate items in the three drop-down lists:

    • The type of criteria: click the criteria type by which you will narrow down your target audience. For example, by Member Name, Member Email, Date Added, and so on.

    • How the criteria narrows down your recipients: click the criteria method to determine what it should do. For example, is not, is before, is after, contains, does not contain, and so on.

    • Define the criteria: the actual rule to process. The options available depend on the choices you made in the two previous drop-down lists.

    For example, to find the recipients who have not opened a specific campaign: In the first drop-down list click Specific campaign opened, in the second drop-down list click is not, and in the third drop down click the campaign.

  8. On the top right, in the Selected recipients field you can view the number of recipients that match the segment. You can also click Preview recipient, to preview the matching recipients. To export the list of recipients, on the top right, click the three dots and click Export to Excel or Export to CSV.

  9. Click Add rule to narrow down the segment.

  10. Click Save segment.

You may want to reuse segments.

To save a segment as a template:

  1. Add a segment.

  2. On the top right, click the three dots and click Save as a template.

  3. Enter a name and a description and click Save template.

Your email list serves as both the source of the recipients of your email marketing campaigns and as a repository of information. You may find it convenient to add an indicative segment of one of your email lists to another one.

To copy a segment into a different mailing list:

  1. On your dashboard, click Audience and click Segments.

  2. Navigate to the segment that you want to copy, click the three dots, and click either:

    • Copy segment to another list: copies the entire segment, including all its criteria.

    • Copy members to another list: copies the members that are calculated by the segment itself.

Your email list serves as both the source of the recipients of your email marketing campaigns and as a repository of information. This is why you might need to have an indicative segment of your list of subscribers exported as a CSV or an Excel file to use outside our platform.

To export a segment:

  1. On your dashboard, click Audience and click Segments.

  2. Click the segment.

  3. On the top right, click the three dots and click Export to CSV or Export to Excel.