Creating and Using Segments

Segments are an invaluable tool for parsing your audience into smaller cohorts based on a set of conditions like tags, fields, or engagement.

Table of Contents

• Getting started
• Setting your segment conditions
  • Options for conditions
  • Filter types
• Understanding segment blocks
• Using segments

Getting started

In order to create a segment, navigate to Audience > Segments > New Segment.

From there you can set the Segment Name and Description.

There are 2 main types of segments:

1. Static segments are calculated once upon creation and are not otherwise recalculated. Static segments are useful if you don't want the contacts in a list to change or update later (for example: a segment of contacts who attended a specific event).
2. Dynamic segments update frequently (including right before you send a newsletter) to ensure every contact who meets the segment conditions is included in the audience.

Setting your segment conditions

Once you've made your selections, on the next screen you can define the conditions for your segment.

Options for conditions

Event

• Created At (Date): Filter by the date a contact was created in your list.
• Last Updated (Date): The last time information about a contact was updated.
• Unsubscribed (Date): Filter based on the date a contact unsubscribed.
• Last Opened (Date): Filter based on the date a contact last opened an email.
• Last Clicked (Date): Filter based on the date a contact last clicked on an email.
• Clicked Link (URL/String): Filter contacts based on whether they clicked on a specific link.
• Was Sent Campaign (Boolean): Filter contacts based on whether they were sent a specific campaign.
• Opened Campaign (Boolean): Filter contacts based on whether they opened a specific campaign.
• Clicked Campaign (Boolean): Filter contacts based on whether they clicked a link in a specific campaign.
• Clicked Campaign Link (Boolean): Filter contacts based on whether they clicked a specific link in a specific campaign.

Statistics

• Total Sent (Integer): Filter contacts based on the total number of emails a contact has been sent.
• Total Delivered (Integer): Filter contacts based on the total number of emails a contact has received.
• Total Opens (Integer): Filter contacts based on the total number of emails a contact has opened.
• Total Unique Opens (Integer): Filter contacts based on the unique number of emails a contact has opened.
• Total Unique Clicks (Integer): Filter contacts based on the unique number of emails a contact has clicked.
• Open Rate (Integer): Filter contacts based on the total open rate of the contacts.
• Unique Open Rate (Integer): Filter contacts based on the unique open rate of the contacts.
• Click Rate (Integer): Filter contacts based on the click rate of the contacts.

Attribution

• UTM Source (String): Filter contacts based on their UTM source at the time of creation or signup.
• UTM Medium (String): Filter contacts based on their UTM medium at the time of creation or signup.
• UTM Campaign (String): Filter contacts based on their UTM campaign at the time of creation or signup.
• UTM Term (String): Filter contacts based on their UTM term at the time of creation or signup.
• UTM Content (String): Filter contacts based on their UTM content at the time of creation or signup.

Contact

• Contact Email (String): Filter contacts based on their email address, including whether it contains a string of text like a domain.
• Contact First Name (String): Filter contacts based on their first name, including whether it contains a string of text.
• Contact Last Name (String): Filter contacts based on their last name, including whether it contains a string of text.
• Contact Phone (String): Filter contacts based on their phone number, including whether it contains a partial string of numbers.
• Contact Job Title (String): Filter contacts based on their job title, including whether it contains a string of text.
• Contact LinkedIn (URL/String): Filter contacts based on their LinkedIn profile URL.
• Contact Country (String): Filter contacts based on their country.
• Contact City (String): Filter contacts based on their city.
• Contact State (String): Filter contacts based on their state or province.
• Contact Street Address 1 (String): Filter contacts based on their street address, including whether it contains a string of text.
• Contact Street Address 2 (String): Filter contacts based on secondary information about their street address (e.g., Unit Number), including whether it contains a string of text.
• Contact Postal Code (String): Filter contacts based on their Zip Code or Postal Code.

Company

• Company Name (String): Filter contacts based on the name of the company they're associated with.
• Company Website (String): Filter contacts based on the website of the company they're associated with.
• Company Industry (String): Filter contacts based on the industry of the company they're associated with.
• Company Employee Count (String): Filter contacts based on the estimated employee count of the company they're associated with.
• Company Estimated Revenue (String): Filter contacts based on the estimated revenue of the company they're associated with.
• Company Country (String): Filter contacts based on the country of the company they're associated with.
• Company State (String): Filter contacts based on the state or province of the company they're associated with.
• Company City (String): Filter contacts based on the city of the company they're associated with.
• Company Street Address Line 1 (String): Filter contacts based on the street address of the company they're associated with.
• Company Street Address Line 2 (String): Filter contacts based on the secondary street address of the company they're associated with.
• Company Postal Code (String): Filter contacts based on the zip code or postal code of the company they're associated with.

Custom Fields

Any custom fields you created.

Contact Tags

Any custom tags you created — included or excluded.

Filter types

Depending on the field type the options for that conditions are different.

• String field types (text)
  • Is (exact value)
  • Is not (exact value)
  • Contains (partial string)
  • Does not contain (partial string)
  • Begins with
  • Ends with
  • Exists
  • Does not exist
• Integer field types (numbers) — ratios like open and click rates are treated as integers (e.g., "30" is treated as "30%")
  • Equal (exact value)
  • Does not equal (exact value)
  • Greater than
  • Greater or equal
  • Less than
  • Less or equal
  • Exists
  • Does not exist
• Date field types
  • Is after
  • Is on or after
  • Is before
  • Is on or before
  • Exists
  • Does not exist
• True/False field types (boolean)
  • True
  • False

Understanding segment blocks

Segment blocks are combined into groups and groups can combine conditions as OR or AND.

For example, this block will build a segment of contacts that were created after a specific date AND have an open rate over 40%.

If the toggle at the top of the group was set to OR, it would pull contacts made after a certain date OR that have an open rate over 40%.

Similarly, segment groups can be combined with AND or OR operators.

For example, this segment builds a segment of contacts who were created after a certain date and have an open rate over 40% OR who have a click rate over 2% and use a gmail address.

Using segments

The most common use case for segment is when sending an email campaign. You can use segments to include or exclude contacts from an email send.

In addition, you can use segments to collect statistics about your list, perform bulk actions (such as tagging or unsubscribing), and to export.