Segments

Segments can be a great tool to target certain contacts for campaigns, exclude certain contacts from receiving a campaign, and for identifying non-openers to keep your account clean of any non-engaging contacts. This can be done specific to a certain list or on a global scale of the account.

Here we'll cover all of the available ways to segment your audience, including lists, contact properties, engagement, and more!

Plus, we'll also go over all of the specific step-by-step instructions on how to:


Before Getting Started

Prior to creating a segment, you should have created a list inside of your Sendlane account. Next, make sure you have contacts on your list!

Finally, there must be something that 'identifies' these contacts to group them together, such as the date (or date range) that they subscribed, whether or not they have opened a campaign, whether or not they have clicked on a link, etc. 


Segments Overview

There are five main ways to segment your audience:

List

Lists are the most basic way to organize the members of your audience in your Sendlane account. You can segment depending if they are or are not on a list. 

Options Operators Description
List Is on List  If contact is on specific list           
List Not on List If contact is not on specific list

Contact Properties

Contact properties are based on specific characteristics such as Email, First Name, Address, Geolocation, etc. 

Options Operators Description
Email Address Is, Not, Contains, Does Not Contain, Starts With, Ends With Contact email address
First Name Is, Not, Contains, Does Not Contain, Starts With, Ends With Contact first name
Last Name Is, Not, Contains, Does Not Contain, Starts With, Ends With Contact last name
Geolocation Is, Not Contact location
Device Is, Not Contact device used 
Subscription Date Is, Is After, Is Before, In the Last Contact Opt-in date
Signup Source Was, Was Not Contact Opt-in type
Phone Number Is, Not, Contains, Does Not Contain, Starts With, Ends With, Has Phone, Does Not Have  Phone number digits

Custom Fields

Custom fields allow you to capture additional information about your contacts to help send more targeted messages. 

Options Operators Description
Custom Fields Is, Not, Contains, Does Not Contain, Starts With, Ends With Contact custom field 

Engagement & Activity

Engagement & Activity are based on contact behavior within campaigns.

Options Operators Description
Engagement & Activity Opened Contact opened campaign or automation
Engagement & Activity Clicked Contact clicked link within campaign or automation
Engagement & Activity Did Not Open Contact did not open campaign or automation
Engagement & Activity Did Not Click Contact did not click link within campaign or automation 
Engagement & Activity Triggered Event Contact triggered custom event
Engagement & Activity Did Not Trigger Event Contact did not trigger custom event
Engagement & Activity Visited Site Contact visited specified site

Contact Tag

Contact tags are based on the custom created tags you have applied to your contacts

Options Operators Description
Contact Tag Has Tag Contact has specified custom tag
Contact Tag Does Not Have Tag Contact does not have specified custom tag

In Automation

In Automation is based on whether a contact is currently in or not in one, several, or any of your automations

Options Operators Description
In Automation Is In Automation Contact is currently in an automation (can also choose a specific one or more)
In Automation Not In Automation Contact is currently not in an automation (can also choose a specific one or more)

Segmenting a List

  1. Navigate to the Audience tab and click on Segments 
  2. Click the New Segment button (top right)

  3. Name the segment and add the condition(s) you would like contacts to be filtered by. You can add 'or' and 'and' conditions. 
    1. Name of the Segment – Name your Segment for reference here.
    2. All Contacts – Here you can either select All Contacts (Global) or select a specific list for your segment. All contacts (Global) will check all subscribed contacts in your account, vs a specific list. 
    3. OR condition – These are the conditions that you would like your contacts to be filtered by. Adding an OR condition will filter based on if they meet any of the conditions.
    4. AND condition – These are the conditions that you would like your contacts to be filtered by. Adding an AND condition will filter based on if they meet all of the conditions. 

Please make sure to click on Create Segment (for new segments) or Update Segment (when editing a segment) in the top right when you are done.


Rebuilding Segments

Segments periodically rebuild automatically after logging into your account. If you'd like to manually rebuild a segment, follow these steps:

  1. Navigate to Audience → Segments
  2. Click ... → Rebuild
  3. You'll see the Currently processing status for the segment while it's still being updated

As soon as it's finished, your segment will have the most up-to-date information on your entire audience!


Exporting Segmented Contacts

  1. Navigate to Audience → Segments
  2. Click ... → View Contacts
  3. Click Download 
  4. A pop up will appear, select either Export as CSV or Export as Text File. You will receive an email with a link that leads to the file of the segmented contacts. You can also download any export from your Imports & Exports tab!

Deleting Segmented Contacts

  1. Navigate to Audience → Segments
  2. Find the segment you would like to delete contacts from, and click ... → View Contacts 
  3. Then, click Remove All 
    Please Note

    This works for both Global and List specific segments.

    If a segment is created for a specific list, the Remove All function will remove identified contacts only from that list, even if they are on multiple lists within your account.

    If the segment is a Global segment, Remove All will remove the contacts from your entire Sendlane account. 

  4. Select Delete Contacts to finalize the process!

Deleting Segments

  1. Navigate to Audience → Segments
  2. Find the segment you would like to delete, and click ... → Delete
  3. Select Delete Segment to finalize the process

Troubleshooting

Segment Showing Zero Contacts

If a segment you've recently created is showing zero contacts, check the conditions you have in place. If you have multiple conditions, the AND/OR option is very important. If you have AND selected, both conditions must be met in order for a contact to appear within the segment. If OR is selected, either of the conditions will place a contact within the segment. 


Additional Resources

For more information about segmenting your contacts, check out these helpful articles:

Take a look at our blog articles for more extended tips:


TL;DR

Segment List: Audience → Segment → New Segment → Name → List or Global → Any or All → Segment Conditions → Create/Update Segment

Export Segment: Audience → Segment → Download → .csv or .txt file → Export

Deleting Segmented Contacts: Audience → Segment → Click "..." → View Contacts → Remove All

Deleting a Segment: Audience → Segment → Click "..." → Delete

Did this answer your question? Thanks for your feedback! There was a problem submitting your feedback. Please try again!

Still need help? Get in touch! Get in touch!