Segmentation Builder Basics
The SendSage Studio Segmentation builder allows you to break your mailing list down based on criteria you choose to send a campaign to just one portion of your list or to take a closer view at a subset of subscribers.
You can create and save segments on a mailing list’s detail page by scrolling down to the Segments
section. You can also use the segmentation builder while creating a campaign or viewing your subscribers.
Create a Segment
To create and save a segment to one of your mailing lists:
- Click on the
Mailing Lists
tab: - Click the magnifying glass icon to view the list that you wish to create a segment for:
- Scroll down to
Segments
and clickCreate a segment
: - Enter a descriptive name for the segment.
- Choose the criteria you want to use to filter your list. (See below for more detailed information.)
- Click the
+
sign to add additional conditions if necessary. - Click
Use this segmentation criteria
to save your new segment.
You can now choose the segment wherever you’d like to filter your mailing list: while creating a campaign or when viewing your subscribers. Just click Stored
, then choose the segment from the drop down list under Segmentation Criteria
.
Available Segmentation Criteria
You can use any of the options below when creating your segment.
Criteria Grouping
Groupings will create a relationship between the various clauses in the segment.
All of the following criteria |
If you use two or more criteria, only find subscribers that meet both. |
Any of the following criteria |
If you use two or more criteria, find all subscribers that meet one or the other. |
Subscriber Details
These clauses will evaluate attributes of the subscriber record.
Subscription Status |
Filter by whether subscribers are or are not in a particular status. |
Email Address |
Include or exclude subscribers based on key words in their email address. Only lower ASCII (“Space” |
Domain |
Create a list of domains to find or leave out. Only lower ASCII (“Space” |
Date Subscribed |
Choose a date range based on when subscribers were added to the list. |
Date Confirmed |
Choose a date range based on when subscribers confirmed their email. |
Subscriber Near US Zip Code |
Include or exclude subscribers based on whether they are within a specified amount of miles to the given zip code. |
In Segmentation Criteria |
Include or exclude subscribers based on whether they match another segmentation criteria. |
In Mailing List |
Include or exclude subscribers based on whether they’re in one of your other lists. |
Date Bounced |
Choose a date range based on when subscribers has bounced an email. |
Date Spam Complained |
Choose a date range based on when subscribers has submitted a spam complaint |
Date Unsubscribed |
Choose a date range based on when subscribers has unsubscribed. |
In a Portion of the List |
Send to only a portion of your list based on percentages. For example, send one email to |
Subscriber Activity
These clauses will evaluate events that have happened involving the subscriber.
Subscriber Opened |
Choose a date range to find subscribers who have opened your emails. |
Subscriber Clicked |
Choose a date range to find subscribers who have clicked a link in your emails. |
Subscriber in Campaign |
Choose or exclude subscribers who were in one of your previous campaigns. |
Subscriber Opened Campaign |
Choose or exclude subscribers who opened an email from one of your campaigns. |
Subscriber Clicked Link |
Choose or exclude subscribers who clicked a specific link. |
Subscriber Sent |
Choose a date range to find subscribers who have been sent one of your emails. |
Custom Fields
Any custom fields you’ve created for your list are also available as segmentation criteria.