Email filter rules can be saved as segments and quickly applied to an email and reused across messages, which reduces time consuming and redundant setup while maintaining consistency and organization across marketing campaigns.
CREATING A SEGMENT FROM SEGMENTS MANAGER
1. Navigate to Contacts > Segments.
2. Click New Segment to navigate to the segment editor.
CREATING A SEGMENT FROM EMAIL AUTHORING SEGMENT BUILDER
Create a segment that can be used one time, or decide to save it after you have built it directly from the email authoring segment builder.
1. Select New One-Time Segment.
2. Click Create One-Time Segment to navigate to the segment editor.
3. Add rules to your segment.
4. When finished, click Save As Segment.
5. Enter a unique name and click Save.
6. Click Apply.
TIP: Switching to Entire List or Saved Segment will clear the New One-Time segment you created, but if you saved the segment you can still access it by selecting the Saved Segment radio button.
ADDING A SAVED SEGMENT TO AN EMAIL MESSAGE
After you have saved at least one segment, you may add it to an email message directly from the authoring page in just a couple clicks.
1. Select Saved Segment.
2. Choose a saved segment from the dropdown.
TIP: To send an email with no segmentation select the Entire List radio button and check the list in the navigation to make sure you are sending to the correct list.
MANAGE YOUR SAVED SEGMENTS
After you have saved at least one segment saved you may view it in your account by navigating to Contacts > Segments.
Editing segments provides a lot of control over the maintenance of segmentation targeting strategy. Segments not only save time by allowing for reuse across messages, they also enable you to update the definition of segmentation rules across all messages where the segment has been applied. It's like Saved Content for segmentation! This allows you to continually update and improve segmentation strategy without having to adjust filters on each message. Note: Segments that are applied to a scheduled message can't be edited to avoid impacting who was expected to receive the message at the time it was scheduled.
If you'd like to prevent changes to a segment from being applied to all saved messages where the segment is applied, simply Save As to create a new segment with the updated rules.
Segments can be duplicated from the actions menu, which helps quickly start with a copy of a segment's filter rules without having to recreate.
Segments can be deleted from the actions menu. Note: Segments that are applied to a scheduled message can't be deleted to avoid impacting who was expected to receive the message at the time it was scheduled.
Interested in learning more about using Segment Filter 2.0 in your email marketing program? Contact your Account Manager for more information!