Using Segmentation in SendX, you can quickly separate out the people according to their specific behavior in your marketing campaigns. This allows you to laser target, create multiple campaigns catering to all kinds of leads, and really create a solid deep funnel to generate more sales. In this short guide, we will be looking at AND OR segments, where you can really go deep, and go into the nitty gritty behaviors of your subscribers by stacking multiple conditions and their criteria.
What is an AND OR Segment
An AND OR Segment in SendX is basically a segment which consists of both AND conditions, as well as OR conditions. This is usually used to laser target subscribers, and the segmenting them precisely based on their behavior while interacting with your business.
How To Create An AND OR Segment
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Create a new segment or edit an already existing segment depending on which segment you want to create into an AND OR segment.
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Give a suitable name to the segment.
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Choose the conditions from each drop-down. For ex: Contacts > Unsubscribed from all Email Communication > Save
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You will be able to see a new AND OR group, which would appear as a part of the first one. Now, whatever segment conditions you choose here, will be applied to the segment AFTER the parent condition.
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For ex: Let us select Contact Created on a specific date. Make sure the AND OR switch for this nested group is set to your preference so either contacts that unsubscribed AND were added on 6/21/24 are segmented or contacts that unsubscribed OR were added on 6/21/24 are segmented.
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Feel free to add more conditions to the parent group and nested groups, to create an even deeper and highly targeted segment. Imagine how deeply you would be able to target your subscribers by making multiple AND OR segments!
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Click Submit to save the segment.