How to send a campaign to a segment

When creating a campaign, you can send it to a whole list or a segment of that list. Segments are subgroups of people from a list who meet your specific criteria. You can create and save segments directly inside your mailing list or choose the conditions for a one-off segment when creating the campaign.

To use a segment in a campaign, go to the “Sending to” section of the campaign “Setup” screen, and choose your target list. By default, it will be set to send to “All subscribers” from that list, but you can click on that field to find “Segments” options. If you have already created regular segments for your chosen list, they will be available there.

There’s also a “New segment” option, which allows you to choose conditions for a one-off segment that will receive this specific campaign. You can find detailed information about all available conditions in our article on using segmentation.

Using multiple segments in one campaign

If you want to include or exclude multiple segments in a campaign, choose the “New segment” option while setting it up, and then pick the “Segments” filter. Then, choose whether you want to include contacts who are or aren’t present in a segment, and finally, select a specific segment you created earlier in the "Lists" section.

Now, click the “+ Add filter” button in the right corner to add a new filter, and repeat the process for another segment. Once done, make sure to choose if you want that filter group to include contacts who met the conditions in all, any, or none of the filters.

Using segments in scheduled campaigns

When you send a scheduled campaign to a segment, the end list of recipients will be determined at the sending time. If new subscribers end up being included in a segment after you scheduled the campaign, they will be included as recipients when the sending time comes. Conversely, if someone no longer meets the segment conditions by the time the campaign is scheduled to be sent, they won’t be included in the recipients’ list anymore.

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