Segments are the subsets of your recipients that meet the sharp criteria you set for them to qualify. This function would help you turn simple data into actionable insights by helping to send an email to the qualifying recipient using the “Follow-Ups”.
In this Article..
- How can I create a segment by List(s)?
- How can I create a segment by Campaign(s)?
- How can I setup criteria for the “Follow-Ups”?
Clicking “Segments” from the main navigation gets you to the page from where you’ll setup new segments and view the existing. Let’s first discuss how you create new segments and then later in this article, we’ll discuss viewing and managing the existing ones.
Create Segment by List
Click the button from the top of the table to start the process. Here are the fields, settings, preferences, and filters you can setup.
Like other resources you setup and save within MailCarry, the name is a necessary field here too that will help system to keep a reference of the segment.
Since the recipients’ list provide the basis of this type of segment, clicking to open the list of all currently available recipients’ lists. Every list has the checkboxes to make a selection, and one or multiple lists can be selected to extract a segment from.
Recipient based Filters
Most of the filters under the List based segment follow a pattern where a combination of a few selections/preference would help you setup one full filter.
System Resource + Rule + Value
In this case of recipient based filters, we are referring system resources as his/her email, status within the list, format, and source using which the recipient information is being added to the list. Let’s see a few examples of the criteria we can define for this type of filter.
Email + isn’t + gmail.com ( A filter that excludes the recipients' email having gmail.com as domain)
Status + is + Active (Will separate out recipients with active status)
Format + is + HTML (All recipients saved with HTML as a preferred format to receive the emails)
Source + is + API (Recipients added to the selected list via API)
Custom Field Filters
The process of setting up this filter is similar to what we have just looked at for recipient based filters. In the system resource fields, we have the custom fields this time, next is the rule and then the value to finalizing the criteria. Let’s see an example
System Resource + Rule + Value
Gender + is + Male (It separates out the recipients' Gender field having Male as value)
Date based Filter
You can set this filter if you’ve some date-based fields as resources, like the Birthday field or the date when the recipient has subscribed to the list. Let’s see the example
Birthday + is + 9-12-2019 (Is as rule means exactly on this date)
Subscription Date+ isn’t + 9-12-2019 (It excludes exactly this date for the filter)
Birthday + before + 9-12-2019 (Number of recipients whose birthday field tells that their birthday falls before this date)
Birthday + after + 9-12-2019 (Number of recipients whose birthday field tells that their birthday falls after this date)
You can see this button with every filter. By default, the system loads only one rule criteria for every filter, but it doesn’t mean you cannot set more than one rule for a specific type of filter. You can click “Add” to keep adding more rules for certain filters, like Country + is + the United States and Gender + is + Male.
Segment by Campaign
This type of segment would help you create a subset based on actions performed or will be performed by the recipients upon receiving selected campaign(s), very simple process, just following details to add new criteria/segment.
As the name of the List by Segment, name here too is a necessary field to keep the reference of this segment.
These aren’t the campaign names, but the sending references you’ve provided while setting a campaign for sending, because, only the campaigns processed or will be processed can be used to setup this filter. You can select one or more campaign(s) to create the segment of.
The criteria rule falls under this dropdown. You’ve selected the sending label of the campaigns you want to use for the segment, now it is time for you to select which action recipients will perform upon receiving this email campaign to qualify for this segment. See the following example of qualifiers.
Campaign A + is Opened (Recipients who have opened the campaign A are qualified for the segment)
Campaign A + isn’t Opened (Recipients who haven’t opened the campaign A are qualified for the segment)