This guide will help you to understand segmentation and how to use it effectively for better targeting of your emails

  • Introduction

  • Segment Use-Cases


On SendX platform lists are a collection of contacts whereas tags are used to segregate contacts based on activity, event, or other such attributes. Both lists and tags can be used to target a particular set of users at a higher granularity.

However when you need to send a campaign based on a condition or group of conditions they fail. This is where segments kick in. They can be used to get a group of contacts who comply to a group of conditions eg:

Get me all contacts which are registered (list), have created a profile ( tag ) and have shared on Facebook ( tag ) and have been sent Winter Clothing and Summer Showdown campaigns.

Now the above group of conditions can be broken down to: 

  • Users who are a part of Registered Users list * Have tags createdprofile and sharedon_fb * Have been sent Winter clothing and Summer Showndown campaigns

Segment Use-Cases

Segments are primarily useful in the following ways:

  • Send a targeted broadcast email campaign to a set of contacts

  • See in-depth analytics for a certain behaviour ex - see all contacts (subscribers) who match the following criteria:

Present in a List AND Have not clicked any link in a campaign AND Have not replied to the campaign.

  • Perform a bulk operation on a group of contacts eg: Tag contacts as active who have opened at least 2 campaigns in last 1 month or Delete all contacts who have not opened any of the last 5 campaigns

  • Trigger an Action for a contact (subscriber) when he got Added to a Segment. You would simply have to create an Automation rule for this.

  • Exclude contacts (subscribers) present in a Segment from certain Drip Steps.

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