What are segments?
Segments are sections of your contacts that you have gathered together based on certain criteria. You can later use that segment to send campaigns, only to that segment.
Segments are particularly interesting because you can use multiple criteria, not just one. What is more, you chose if those multiple criteria should simultaneously be true or meeting one criterion will be enough to enter that segment. Therefore, segments allow you to really tune the audience that receives your messages quickly, easily and precisely.
How do segments work in Flexmail?
The way segments work in Flexmail depends on the different segmentation options you set up:
Basic segmentation options
Your basic options for segmentation are naming your segment and your criteria. You can create relationships between your various criteria. You may create a segment based on criteria that are met simultaneously and only if they are met simultaneously for a particular contact, it will be added to your segment list. Or, you could choose to add various criteria where contacts covering any of the criteria will enter the list. You can have any variation of those.
Advanced segmentation options
In your advanced options, you can select a special opt-in form that will be valid for that particular segment. When contacts in that segment click on the update link in the message, they will be forwarded to their special opt-in form, instead of the form specified in the general settings.
Also in your advanced options, you will discover you can manage your unsubscription level. If your contact clicks on the unsubscribe button, based on what you decide here, they could be excluded from the segment, or from your entire database.
It's recommended that you allow contacts to be unsubscribed from the database. In the general settings, you can choose that unsubscribers will be added to the general blacklist.
You can also manage the preferences. You may pre-select a set of preferences, applicable for the segment, and decide if the preference application here will overwrite the preferences of those contacts already in the segment. The preferences you select here will be added to the contact, as soon as they are added to this segment.
What can you do with segments in Flexmail?
- You can create segments to divide your contacts in different contact lists.
- You can create subsegments to further subdivide your contacts.
- You can show personalised content in messages, based on the segments the contacts belong to.
- You can send campaigns to one or more segments.
- You can create workflows for contacts in a specific segment.
There are six criteria types for the segmentation of your contacts: a contact field, a source, an interest, a preference, an opt-in form and a campaign. When a contact meets one of those criteria it can be added to a segment. The available criteria, with all their possible combinations, can be found in the following tables:
|Contact field||Starts with||The value of the field*|
|First name||Doesn't start with||The value of the field*|
|Name||Ends with||The value of the field*|
|Language||Doesn't end with||The value of the field*|
|Your custom fields||Contains||The value of the field*|
||Does not contains||The value of the field*|
|Equals (exact)||The value of the field*|
|Not equals (exact)||The value of the field*|
|Smaller than||The value of the field*|
|Less than, equal to||The value of the field*|
|Larger than||The value of the field*|
|More than, equal to||The value of the field*|
|No empty value||N/A**|
* Add the value as you have indicated it in your database.
** Depends on which field you select. There are exceptional fields that require you to enter a value, e.g. language and creation.
Example 1 - Contacts who have a language equal to English may be added to the segment.
Example 2 - Contacts who have an email address that contains '@yourdomain.com' may be added to the segment.
Example 3 - Contacts who have no empty value for the (custom) field 'client number' may be added to the segment.
|Source||Your sources||Contact has source||N/A|
Example - Contacts who have a certain source may be added to the segment.
|Interest labels||Your interest labels||Is member of||N/A|
|Is member of with x clicks||Number of clicks*|
|Is no member of||N/A|
* It's the amount of times that a contact must have clicked on a particular link with that interest before it can enter that segment.
Example 1 - Contacts who are member of a certain interest may be added to the segment.
Example 2 - Contacts who are member of a certain interest after clicking three times at a particular link may be added to the segment.
|Preferences||Your preferences||Has the preference||N/A|
|Doesn't have the preference||N/A|
Example - Contacts who do not have that certain preference may be added to the segment.
|Opt-in form||Your opt-in forms||Subscribes via||N/A|
Example - Contacts who subscribes via a certain opt-in form may be added to the segment.
|Not clicked||A link|
|Form completed||A form|
|Form not completed||A form|
Example 1 - Contacts who were sent a certain campaign may be added to the segment.
Example 2 - Contacts who completed the chosen form in a certain campaign may be added to the segment.