How to Create a Segment

On the home screen, click on the 'Manage Segments' link.

On the next screen, click on the "Create a Segment" button.

When the new screen pops up, name your new segment and select the list(s) that you want to segment your contacts from. Then, setup Segment Rules to create your segment.

In the example above, the segment created is derived from the lists selected, then takes a cross section of every contact in list, where the field ‘State’ is ‘CA’ AND ‘AZ.’ This will result in 0 contacts selected, as NO contacts will have more than one value for 'State'.

To select the contacts that live in ‘CA’ OR ‘AZ,’ click the blue 'AND' icon to change the search logic to 'OR.'  This will filter contacts where ‘State’ equals ‘CA’ OR ‘AZ’.  You can click on the 'Count' icon to display a count of the records that match your search (see example below):

There are many complex ways of creating segments using complex conditional arguments with your standard and custom fields.

NOTE: You CAN mix ‘AND’ and ‘OR’ logic.

Now, you can save your new segment by clicking the "Save" button and send email campaigns to it (or export the ACTIVE contacts from it).

Send An Email Campaign to a Segment

On the home screen, click on the 'Send Email' link.

On the next screen, next to the option, “I want to”, select the radio button next to “All Contacts in the Selected Segments ("Saved Searches")” Choose the segment(s) you would like to send your email campaign to and click the "Next >>" button.

Next, select the campaign and sending options as usual when sending an email campaign, then select the ‘Next >>’ button.

On the next screen, select ‘Schedule My Email Campaign’ as usual to schedule your campaign to be sent.

This will schedule your email campaign to send immediately (add it to the Email Queue).  

Note:  It may have a status of 'Waiting'.  This is normal, as our server sends emails in the queue every 2 minutes.