Segmenting a List uses “Conditions” to filter out those that meet up to five “Conditions” – then that Segment can be sent a Campaign. The Conditions in any Segment, and the sequence in which they are applied is saved for future use. The segmented Subscribers are not saved as a seperate List however as that would merely create multiple duplicate subscriber records, and saving it is unnecessary as the Segment can be used over and over again and takes milliseconds to complete the segmenting.
Setting Conditions for filtering 5 levels deep facilitates Country – State – City – Age – Gender – that is truly drilling down into your data facilitating truly targeted Campaigns. Or for Local marketing maybe City – Locality – Size of Family – Favorit Food – so a restaurant could email just those living close enough to take advantage of a special offer running that evening. The permutations are limited only by one’s imagination.
Segments are List specific, and are setup and defined in Lists > Your List > Segments – but are selected and applied in Campaigns – Your Campaign – Select Segment.
It is best to first create a test List of ten or so dummy subscriber records, totally fictituous addresses, and using various Countries, States and Cities, and some Male some Female and various Ages. That will then allow you to try out the functions and verify the results. We created a List called “Test List for Segments”.
Having set up the Segments in Lists > Your List > Segments they are selected for use in Campaigns > Your Campaign > Select Segment.
Lists can be segmented on any data that exists in the Subscriber Record. This could be segmenting into various Segments based on what Products had been purchased by the subscribers in a Clients List. In the following examples 6 Subscribers have purchased one of 3 Products and are then segmented into 3 Segments based on the Product Tags.
That data is used as the basis for 3 Product Segments
When setting up a campaign, when selecting the List it is to be sent to you can also select for it to only be sent to a Segment of the List as below.
When a Client purchases more than one Product they will appear in more than one Segment.