You can use contact details and campaign information to filter contacts into segments. You can choose a single filter or combine multiple filters using and/or logic.
How to segment contacts
- Go to Contacts
- Select the Segments tab
- Click New segment
- Name your segment
By default, all your contacts will be shown in the segment before you apply filters.
- Select to apply an AND or OR logic to your filters
- Click the + icon
- Select Add rule
- Apply filter rules using the available dropdowns
You can apply multiple filters using the same logic (AND or OR) by following steps 6 to 8.
If you want to apply the opposite logic in the same segment:
- Click the + icon
- Select Add rule set
- Change the logic by clicking AND or OR
- Click the + icon next to the logic buttons
Below, we'll go over the different filters you can use and walk you through using this feature.
||Filter by the existing custom fields in your contact list.|
|Group||Filter by any of your existing groups.|
||Filter by contacts who've unsubscribed from your mailings.|
||Filter by the source contacts used to subscribe to your list.|
|Sign-up date||Filter by the date contacts subscribed or were uploaded.|
|Campaigns||Filter by campaigns sent to contacts.|
||Filter by email performance statistics, such as Opens, Clicks, Open Rate, Click Rate, and Emails Sent.|
|Survey question||Choose a survey and filter by questions.|
|Survey completion||Choose a survey and filter by completed or not completed.|
|Survey response date||Choose a survey and filter by a date range.|
|Survey response country||Choose a survey and filter by any country.|
Create a segment based on the custom fields you have set for your contacts.
||Insert search text.|
Segment contacts based on the groups they are/ aren't a part of.
||Choose a group from the list.|
Easily identify who has unsubscribed from your list.
Segment contacts based on how they were sourced. This allows you to identify which source produces the contacts who have the highest engagement rates.
Create a segment based on the date contacts were added to your list.
||Input a date.|
Segment contacts based on whether they were sent a specific campaign, whether they opened that campaign and whether they clicked a link. Using the And/ Or logic, you can identify contacts who were sent or engaged with a number of different campaigns. For example, you could identify contacts who've responded to all of your customer feedback surveys.
||Select a campaign from the list.|
Create segments based on the average engagement rates and received campaigns of your campaigns. This filter allows you to easily identify your most and least loyal contacts.
||Input a numerical variable.|
Use questions from surveys you've sent by email to segment your contacts.
|Any survey, quiz, or form||Select a question from the list.|
Segment contacts based on whether they have completed one or more of your surveys.
|Any survey, quiz, or form|| Completed
Survey response date
Segment contacts based on the date of survey responses. This is the date that they submitted a response to your survey.
|Any survey, quiz, or form||Input a date range (start date and end date)|
Survey response country
Use the country of survey respondents to create segments.
|Any survey, quiz, or form||Select a country from the list.|