We’re excited to announce a new tool for segmenting contacts to deliver highly targeted marketing campaigns! Target groups of contacts with dynamic segments based on similar interests and preferences, purchase and website behavior, and message engagement with an easier-to-use interface.

Two important things to note:

  • Legacy Filter will still be available until you’re ready to transition to New Filter builder.
  • We’d love your feedback! Submit your thoughts and ideas in the Feature Ideas area in your account. We want to make this the best segmentation tool you’ve ever used. 

Interested in learning more about using Segment Filter 2.0 in your email marketing program? Contact your Account Manager for more information!

SEGMENT FILTER 2.0 SETUP

  1. Navigate from the home menu to Authoring.
  2. Go to New Message.
  3. Scroll down to the Legacy Filter Settings.
  4. Select New Filter BETA tab.
  5. Click the Create Segment button.

SEGMENT COMPONENTS

CRITERIA

Start building a rule by selecting a criteria from the dropdown. Segments can be defined with contacts' interests and preferences data, purchase and website behavior, and message engagement.

See the New Filter Criteria Guide for the full list of criteria and definitions.

After selecting a criteria, choose the appropriate Operators to further refine the segment that will receive the email message.

DATE OPERATORS

  • Relative: Is Today, Is More Than, Is Exactly, Is Less Than, Is Between, Is Not Between 
  • Absolute: Is After, Is On, Is Before, Is Between, Is Not Between
  • State: Is Unknown, Has Any Value   

NUMBER OPERATORS

  • Single: Is Greater Than, Is Greater Than or Equal To, Is Less Than, Is Less Than or Equal To, Is Equal To, Is Not Equal To 
  • Range: Is Between, Is Not Between

STATUS OPERATORS

  • State: Contact Has or Has Not done something 

TEXT OPERATORS

  • Value: Is, Is Not, Starts With, Ends With, Contains, Does Not Contain, Is in the Comma Delimited List, Is Not in the Comma Delimited List
  • State: Is Unknown, Has Any Value 

EMAIL LIST AND MERCHANT SELECT

Some criteria require selecting a data source such as Email Activity and Purchase History that require Email List selection and Merchant selection respectively.

  • Email List: Choose to use information from the current list, or information that is an aggregate of all lists. 
  • Merchant: Select the appropriate Merchant. This automatically populates if you have the Merchant selected as Default in Manage > List > List Settings 

RULES AND GROUPS 

Create an email segment by combining Rules using AND operations between Rules within a Group, or expand a segment by adding a Group with an OR operation. 

  • TIP: Use the x to clear a rule, or use the Clear button at the top to Clear the entire segment. 

SEGMENT COUNT 

Click the Update Count button at any time to get a count of the number of contacts that match the defined rules.

When the segment build is complete, click Apply and view the segment summary and contact count. To make additional changes, click the Edit button. When complete continue authoring the email message.

SAVE A SEGMENT FOR REUSE

Email segments can be saved so that they can be quickly applied to an email and reused across messages, which reduces time consuming and redundant setup of the same segment rules while maintaining consistency and organization across marketing campaigns. Learn More

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