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Segmentation & Personalization
Anni Wild avatar
Written by Anni Wild
Updated over 5 months ago

Information

Increase your conversion rate by tailoring the content of your email marketing campaigns to each segment.

With advanced segmentation options, you can precisely determine which audiences receive which content. Personalized layouts & content can be created for individuals or devices within a newsletter.

Example Segments

  • Tags

  • User Behaviour

  • Gender

  • Preferences

  • Activities

  • Scoring


Create Segments

  1. Navigate in the left sidebar to Automation.

  2. Select the list on which you want to create a segment.

  3. Click on Create in the top menu bar.

  4. Choose a name and description for the segmentation.

  5. Add a Rule or a Group.

  6. If you use multiple rules, first determine whether they are And / Or rules.

    And: With an And rule, all specified conditions must apply to a record for it to be displayed.
    โ€‹Or: With the Or rule, the conditions are independent of each other. It is enough if the displayed records meet one of the conditions โ€“ but they can also meet several or all conditions.

  7. Select to which field the rule should be applied.

    • List items: Email, Unsubscribed, Blacklisted, Paused until, Created on, Updated on

    • Metrics: Score, Tags, Geo

    • Campaigns: Interaction type, Campaign name, Campaign value, Any activity, Last activity

    • List Actions: Action Name, Last Activity

    • Site Tracking: Event, Value, Name, Reference Type, Reference Value, Last Activity

  8. Select a relational operator:

    • = The value is equal

    • != The value is not equal

    • Like Wildcard with placeholder options % and _ to search for a specific pattern in a column

    • > The value is greater than

    • >= The value is greater than or equal to

    • < The value is less than

    • <= The value is less than or equal to

    • Exists The value exists

  9. Specify the value to be checked in the free field.

  10. Click Save/Update at the bottom.

    ๐Ÿ’ก After saving, the created segment is displayed directly. You can check your segmentation by looking at the number under โ€œAll results: XXโ€ you can check your segmentation.

If you want to combine And & Or rules, use Groups.


Copy a Segment

To copy a rule, select it and click on Copy at the bottom. A copy of the segmentation is automatically created with the name extension โ€œ(copy)โ€.


Delete a Segment

To delete a rule, select it and click Delete at the bottom next to the Save button and confirm the operation.

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