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| FEATURE TUTORIAL - Segments Segments will help you target your message to a specific customer group. When you create a Segment and then attach it to a message, the message will only be sent to the customers that meet the restrictions of the Segment. These can be demographic restrictions or activity restrictions. A demographic restriction would be dependent upon the different demographics that you have enabled in the EmailLabs system. For example: With a demographic restriction, you can send your message to all customers in a specific state, or that are a specific gender or both. With an activity restriction, you could send your message to customers that opened a previous message or clicked on a link. You can combine demographic restrictions and activity restrictions in a Segment as well. |
| Step 1: Click on Segments on the left hand navigation bar. |
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| Step 2: From the main page, click on the Create Segment link. |
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| Step 3: On the main page of the Segment creation, please give your Segment a name |
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| Step 4: You will need to add a restriction. You can add a demographic restriction, an activity restriction or both. To add a demographic restriction, click on Add Demographic Restriction. |
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Step 5: You will need to determine which of your demographics will be used to target your customers. In this example we’ll use State as our demographic. Select the State/Province Demographic and click on the NEXT>> button. |
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Step 6: Specify which State(s) or Canadian Province(s) you want to be included in the Segment. To select multiple states at one time, hold down the Ctrl key when clicking on them. In this example we will use the States of California and Florida to send our messages. Click on CA, hold down the Ctrl key and click on FL. |
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Step 7: The Optional Parameters section allows you to: Match blank or NULL values only: Your message will be sent to members who have no value selected for this demographic. Match Inverse: Your message will be sent to everyone EXCEPT the States who match the value selected above. |
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| Step 8: Click on NEXT>> |
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Your logic statement now shows up on the main Segments page. |
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Individual Message Activity: This bases your Segment on a particular message.
Aggregate Clickthru Activity: This bases your Segment on a combined total of clickthrus across multiple messages.
In our example, we will select a Regular Message and click SAVE & NEXT>>.
Step 12: The next step is to decide which activity restriction to use. You can base your Segment on:
1 - Who was sent the message
2 – Who opened the message at least 1 time (the number can be changed accordingly)
3 – Who opened the message and clicked on a link
You can also select Match Inverse to match the opposite of the restriction.
For our example, we will base our Segment on customers that opened the previous message.
Once you have decided which to select, click NEXT>>
You can now rebuild your logic using different operators if you desire by clicking on one of the actions (1) and the conditional operator buttons AND/OR and close your statement with ending parenthesis (2). Click on Save (3) to finish.
Step 14: Your Segment will now show updated logic. You can continue to add demographic or activity restrictions as needed to target your specific customer group. When you have completed adding restrictions, click SAVE & FINISH>>.
Step 15: Your Segment will now show up in the Available Segments list. In order to see how many member records meet the restrictions of this Segment, you will need to generate it. To generate your Segment, click on View Results.
Step 16: Generate the report. You can generate it immediately (1) or you can have the system send you an email when it has generated your Segment for you (2). In our example we will select Generate report now – I will wait.
Step 17: Once the Segment has generated, it will give you the results. It will tell you if there are any member records that meet the Segment’s restrictions that are active or trashed. Trashed email addresses would be in the Unsubscribed, Bounced or Admin Trash folders. You will be able to view the addresses or download them into a file. It will also tell you the date and time that the Segment was generated.
Step 18: When you close the results window, your screen will not show that the Segment has been generated yet. You will need to refresh your browser window to show the generation of the Segment. Once the window has been refreshed, you will see the last date the Segment was generated and how many active member records meet the restrictions of the Segment.
Step 19: You now have a completed, generated Segment. This Segment can now be applied to a message. You can apply a Segment in two areas: during the message creation process
OR when you schedule a message to be sent out .
