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
Segment Overview
The new central segment overview lets you keep track of all your target groups at all times—even across databases. Each overview page now also has its own permanent URL (deep link). This means you can easily bookmark links to specific views or share them with your team.
View and filter segments
Navigate to the Data Platform section in the left sidebar and click on Segments.
You will now see an overview of all your segments, neatly sorted by database.
Change view: In the top-right corner, you can choose whether to display the segments as a classic list or as cards for a clearer view.
Search function: Use the search field at the top to search for a specific segment.
Jump directly to the database: When you click "View Segment" for a segment, you’ll automatically jump directly to the corresponding database. The system switches to the list view and has already selected the corresponding segment for you there.
Create Segments
Navigate to Data Platform in the left sidebar.
Select the database on which a segment is to be created.
Click on Select Segmentation in the top menu bar.
Click on Add Segmentation in the selection menu.
Choose a name and description for the segmentation.
Add a Rule or a Group.
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.
Or: With the Or rule, the conditions are independent of each other. It is enough if the displayed records meet one of the conditions – but they can also meet several or all conditions.
💡 If you want to combine And & Or rules, use Groups.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
Database Actions: Action Name, Last Activity
Site Tracking: Event, Value, Name, Reference Type, Reference Value, Last Activity
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
Specify the value to be checked in the free field.
Click Save/Update at the bottom.
💡 After saving, the created segment is displayed directly. You can check your segmentation by looking at the number under “All results: XX” you can check your segmentation.
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 “(copy)”.
Delete a Segment
To delete a rule, select it using the pencil icon, click Delete at the bottom and confirm the process.
