Segmenting Contacts

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

  1. Go to Contacts
  2. Select the Segments tab
  3. Click New segment
  4. Name your segment

By default, all your contacts will be shown in the segment before you apply filters.

  1. Select to apply an AND or OR logic to your filters
  2. Click the + icon
  3. Select Add rule
  4. 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:

  1. Click the + icon
  2. Select Add rule set
  3. Change the logic by clicking AND or OR
  4. 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.

Available filters

Filters Description
Fields
 Filter by the existing custom fields in your contact list.
Group  Filter by any of your existing groups.
Unsubscribed
 Filter by contacts who've unsubscribed from your mailings.
Source
 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.
Statistics
 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.

Fields

Create a segment based on the custom fields you have set for your contacts.

Parameters Operators Action
  • First Name
  • Last Name
  • Email
  • Phone number
  • Country
  • Zip/ Post code
  • State/ Province
  • City/ Town
  • Address Line 1
  • Address Line 2
  • Company
  • Equals
  • Contains
  • Start with
  • End with
 Insert search text.

Group

Segment contacts based on the groups they are/ aren't a part of.

Operators Action
  • In
  • Not in
  • In all
  • Not in any
 Choose a group from the list.

Unsubscribed

Easily identify who has unsubscribed from your list.

Parameters

Operators

Unsubscribed

  • Is
  • Is not

Source

Segment contacts based on how they were sourced. This allows you to identify which source produces the contacts who have the highest engagement rates.

Parameters Operators
  • Added manually
  • Imported
  • API
  • Webform
  • Is
  • Is not

Sign-up date

Create a segment based on the date contacts were added to your list.

Operators Action
  • Equals (=)
  • More than (>)
  • Less than (<)
  • More than or equal to (>=)
  • Less than or equal to (<=)
 Input a date.

Campaigns

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.

Operator Action
  • Was sent
  • Was not sent
  • Responded to survey
  • Did not respond to survey
  • Was opened
  • Was not opened
  • Was clicked
  • Was not clicked
 Select a campaign from the list.

Statistics

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.

Parameter Operator Action
  • Emails opened
  • Emails clicked
  • Open rate
  • Click rate
  • Emails sent
  • Equals (=)
  • More than (>)
  • Less than (<)
  • More than or equal to (>=)
  • Less than or equal to (<=)
 Input a numerical variable.

Survey question

Use questions from surveys you've sent by email to segment your contacts.

Options Action
Any survey, quiz, or form Select a question from the list.

Survey completion

Segment contacts based on whether they have completed one or more of your surveys.

Options Operators
Any survey, quiz, or form Completed
Not 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.

Options Action
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.

Options Action
Any survey, quiz, or form Select a country from the list.