Using segmentation

A segment is a subset of a list. You can use segmentation to target any fixed data held against a contact, such as those who may be interested in a particular sport, we'll soon be expanding it to cover data such as opens/clicks too.

You can create a one-off, temporary, segment when setting up a campaign, or you can create and save a more segment for regular use by creating it from the Lists screen. 

A segment can be created on:

Data Description
First name The contacts first name
Last name The contacts last name
List fields Any additional list fields you've created can be segmented on
Date created The date the contact was created
Last updated The date the contact was last updated (such as updating their name)
Source How they were added to your list (such as via an Import or via the API)
Segment Exclude or include other segments already set-up

Any of the above data can be included or excluded and the rules can be combined to create a powerful way of micro-targeting your subscribers.

Filter match types - all, any or none

When applying multiple filters to create a new segment, you must specify the conditions of that filter. These conditions use the AND/OR logic with the additional option to exclude contacts that match the criteria.

You can create segment according to match type:

  • all - segmented contacts must match all of the filters in this filter group.
  • any - segmented contacts can match any of the filters in this filter group. This requires more than one filter to be selected as contacts should match either one filter or the other(s).
  • none - segmented contacts must match all of the filters in this filter group. This match type is based on exclusion rather than inclusion.

Here's an example of all the filter match types in action:

Screenshot of multiple filters using to segment a mailing list in EmailOctopus

In the example above, by using multiple filters and filter groups we can create a segment of customers whose name begins with the letter 'B' and were either added to the mailing list before 2020 or last updated their details after 1st January, excluding all users with a Hotmail account.

Using 'match all' ensures that the segment has to include customers whose name begins with the letter 'B', while using 'match any' will further include one of the two additional filters applied - date created or last updated.

The 'match none' filter specifies that all other email addresses are valid for inclusion in this segment, except Hotmail accounts. 

How to update subscriber data for segmentation

By default, EmailOctopus embedded forms collect a subscriber's first name, last name and email address when they sign up to your mailing list.

If you've not been collecting any additional data since using EmailOctopus, you can update subscriber data through an import or via the update contact API function. This can then be used to segment on.

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