Types of segmentation rules

Using our drag and drop segments tool, there are a number of different rules you can use to create a segment. Depending on the base rule you will get different options.

Segmenting on address books

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By default your segment will include contacts from all address books. You can change this by adding an address book rule.

Once you have dragged in an address book rule, click the new rule to configure it.

You can choose to filter your segment based on:

  • Contacts that are present in any address book (the default)
  • Contacts that are present in a specific address book, or are present in at least one of any number of specific address books
  • Contacts that are not present in a specific address book, or are not present in any of a number of specific address books

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Using another query as a data source?

Only address books (or all contacts) may be used as a data source. If you wish to use another query as the starting point for your data, the best way to achieve this is to copy the original query and to add additional rules to it.

Segmenting on custom data fields

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You can filter your segment based on your contacts' data. In addition to any custom data fields that you have created, the following data fields are available by default:

  • Gender (Text)
  • First name (Text)
  • Last name (Text)
  • Full name (Text)
  • Postcode / Zip code (Text)
  • Email address (Text)
  • Email type (List: HTML or Plain Text)
  • Opt in type (List: Unknown, Single, Double or Verified double)
  • Last mailed date (Date)
  • Created date (Date)

Remember that the rules will only be accurate if you have appropriate data for each contact in that field.

What rules can be made depend on the type of data field.

Rules for text fields

The following rules can be applied for text data fields; for all rules are case insensitive (e.g., 'Female' is the same as 'female').

  • Equal to
  • Not equal to
  • Contains
  • Does not contain
  • Starts with
  • Ends with
  • Is empty
  • Does not begin with
  • Does not end with
  • Is not empty

You can use the rule 'ends with' to find, for example, all email addresses on a particular domain.

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Rules for boolean (on/off) fields

For boolean data fields, your rule can find all contacts with the field set to 'on' (true) or 'off' (false). Rules for numeric fields

The following rules can be applied for numeric data fields.

  • Equal to
  • Not equal to
  • More than
  • Less than
  • At least (greater than or equal to)
  • At most (less than or equal to)
  • Is empty
  • Is not empty

Remember than 'Equal to 0' is different to 'Is empty' (when no data has been provided).

Rules for date fields

The following rules can be applied for data fields that store date information:

  • Occurs
  • Does not occur on
  • Anniversary occurs
  • Is empty
  • Is not empty

For the rule 'Occurs' a data field can be matched as occurring on a specific date:

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— before or after a specific date:

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— or on a date relative to the current one (updating each time the query refreshes):

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For the rule 'Does not occur' a data field can be matched to dates exclusive of a specific date, which is useful if you want to avoid that particular date:

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The rule 'Anniversary occurs' can be used where you want to create a segment ignoring the "year" section of the date. This can be useful if you want to analyse or send emails based on, for example, a birthday or renewal date:

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So if a segment is looking for all contacts whose 'Anniversary occurs today' — then on 27 February 2012, the segment would include all contacts for whom the data field is 27 February 2012, or 27 February 2013, or 27 February 1980, or indeed any 27 February.

Segmenting on 'send' data

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With a Sends rule, you can segment based on whether or not contacts have been sent specific campaigns, or any campaigns at all.

These rules can be applied across all time, or for a given date range.

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Contacts that have not been sent any campaign

You can create a segment containing contacts that have:

  • Not been sent a campaign ever
  • Not been sent a campaign during a given date range

Note that this includes triggered campaigns such as campaigns triggered on joining an address book and double opt-in messages.

Contacts that have been sent any campaign

You can create a segment containing contacts that have:

  • Been sent at least one campaign any time
  • Been sent at least one campaign during a given date range
  • Been sent a specific number / at least a specific number / no more
  • than a specific number of campaigns
  • Been sent a specific number / at least a specific number / no more than a specific number of campaigns during a given date range

Note that this includes triggered campaigns such as campaigns triggered on joining an address book and double opt-in messages.

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Contacts that have not been sent specific campaigns

You can create a segment containing contacts that have:

  • Not been sent a specific campaign ever
  • Not been sent a specific campaign during a given date range
  • Not been sent any of a group of selected campaigns
  • Not been sent any of a group of selected campaigns during a given date range

Note that this includes triggered campaigns such as campaigns triggered on joining an address book and double opt-in messages.

Contacts that have been sent specific campaigns

You can create a segment containing contacts that have:

  • Been sent a specific campaign
  • Been sent a specific campaign during a given date range
  • Been sent any (at least 1) of a group of selected campaigns
  • Been sent any (at least 1) of a group of selected campaigns during a given date range
  • Been sent all of a group of selected campaigns
  • Been sent all of a group of selected campaigns during a given date range
  • Been sent a particular number (or more or fewer than a particular number) of a group of selected campaigns
  • Been sent a particular number (or more or fewer than a particular number) of a group of selected campaigns during a given date range

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Segmenting on 'open' data

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With an Opens rule, you can segment based on whether or not contacts have been tracked as having:

  • Not opened any campaign they were sent
  • Opened any campaign they were sent
  • Not opened specific campaigns they were sent
  • Opened specific campaigns they were sent

These rules can be applied across all time, or for a given date range.

Opens are based on tracked opens; i.e. If a user does not download images or click a link, an open will not be tracked. If the user has forwarded the campaign to another user who subsequently downloads images or clicks a link, that will be tracked as another open.

Contacts that have not opened any campaigns they were sent

You can create a segment containing contacts that have:

  • Not opened any campaign they have been sent ever
  • Not opened any campaign they have been sent during a given date range

Note that this includes triggered campaigns such as campaigns triggered on joining an address book and double opt-in messages.

If a user has not been sent any campaigns, then they will not be returned in this segment.

Contacts that have opened any campaign they were sent

You can create a segment containing contacts that have:

  • Opened at least one campaign any time
  • Opened at least one campaign during a given date range
  • Opened a specific number / at least a specific number / no more than a specific number of campaigns
  • Opened a specific number / at least a specific number / no more than a specific number of campaigns during a given date range

Note that this includes triggered campaigns such as campaigns triggered on joining an address book and double opt-in messages.

Contacts that have not opened specific campaigns

You can create a segment containing contacts that have:

  • Not opened a specific campaign that they have been sent
  • Not opened a specific campaign that they have been sent during a given date range
  • Not opened any campaign that they have been sent from a group of selected campaigns
  • Not opened any campaign that they have been sent from a group of selected campaigns during a given date range

Contacts that have opened specific campaigns

You can create a segment containing contacts that have:

  • Opened a specific campaign
  • Opened a specific campaign during a given date range
  • Opened any (at least 1) of a group of selected campaigns
  • Opened any (at least 1) of a group of selected campaigns during a given date range
  • Opened all of a group of selected campaigns
  • Opened all of a group of selected campaigns during a given date range
  • Opened a particular number (or more or fewer than a particular number) of a group of selected campaigns
  • Opened a particular number (or more or fewer than a particular number) of a group of selected campaigns during a given date range

Segmenting on 'click' data

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With a Clicks rule, you can segment based on whether or not contacts have:

  • Not clicked any link in any campaign they were sent
  • Clicked any link in any campaign they were sent
  • Not clicked any link in specific campaigns they were sent
  • Clicked any link in specific campaigns they were sent
  • Not clicked on specific links in specific campaigns they were sent
  • Clicked on specific links in specific campaigns

These rules can be applied across all time, or for a given date range.

Contacts that have not clicked any link in any campaign they were sent

You can create a segment containing contacts that have:

  • Not clicked on any link in any campaign they have been sent ever
  • Not clicked on any link in any campaign they have been sent during a given date range

Note that this includes triggered campaigns such as campaigns triggered on joining an address book and double opt-in messages.

If a user has not been sent any campaigns, then they will not be returned in this segment.

Contacts that have clicked any link in any campaign they were sent

You can create a segment containing contacts that have:

  • Clicked any (at least one) link in any (at least one) campaign
  • Clicked any (at least one) link in any (at least one) campaign during a given date range
  • Clicked on every link in every campaign they have been sent
  • Clicked on every link in every campaign they have been sent during a given date range
  • Clicked on a specific number / at least a specific number / no more than a specific number of campaigns
  • Clicked on a specific number / at least a specific number / no more than a specific number of campaigns during a given date range

For each of the above you can specify that the link was clicked on once, a specific number of times, or more or less than a specific number of times.

Note that this includes triggered campaigns such as campaigns triggered on joining an address book and double opt-in messages.

Contacts that have not clicked on any link in specific campaigns they were sent

You can create a segment containing contacts that have:

  • Not clicked on any link in a specific campaign that they have been sent
  • Not clicked on any link, during a given date range, in a specific campaign that they have been sent
  • Not clicked on any link in any of a group of specific campaigns that they have been sent
  • Not clicked on any link, during a given date range, in any of a group of specific campaigns that they have been sent

If a user has not been sent any of the selected campaigns, then they will not be returned in this segment.

Contacts that have clicked on any link in a specific campaign or campaigns

You can create a segment containing contacts that have:

  • Clicked on any link in a specific campaign
  • Clicked on any link in a specific campaign during a given date range
  • Clicked on any link in any one of a group of selected campaigns
  • Clicked on any link in any of of a group of selected campaigns during a given date range
  • Clicked on any (at least one) link in every campaign in a group of selected campaigns
  • Clicked on any (at least one) link during a given date range in every campaign in a group of selected campaigns
  • Clicked on any (at least one) link in a specific number (or more or less than a specific number ) of campaigns in a group of selected campaigns
  • Clicked on any (at least one) link in a specific number (or more or less than a specific number ) of campaigns in a group of selected campaigns

For each of the above you can specify that the link was clicked on once, a specific number of times, or more or less than a specific number of times.

Contacts that have not clicked on specific links in specific campaigns they were sent

You can create a segment containing contacts that have:

  • Not clicked on a specific link in a specific campaign that they have been sent
  • Not clicked, during a given date range, on a specific link in a specific campaign that they have been sent
  • Not clicked on any of a group of specific links in specific campaigns that they have been sent
  • Not clicked, during a given date range, on any of a group of specific links in specific campaigns that they have been sent

If a user has not been sent any of the selected campaigns, then they will not be returned in this segment.

Contacts that have clicked on specific links in a specific campaign or campaigns

You can create a segment containing contacts that have:

  • Clicked on a specific link in a specific campaign
  • Clicked on, during a given date range, a specific link in a specific campaign
  • Clicked on any (at least one) of a group of specific links in specific campaigns
  • Clicked on, during a given date range, any (at least one) of a group of specific links in specific campaigns
  • Clicked on all of a group of specific links in specific campaigns
  • Clicked on, during a given date range, all of a group of specific links in specific campaigns
  • Clicked on a specified number (or more or less than the specified number) of a group of specific links in specific campaigns
  • Clicked on, during a given date range, a specified number (or more or less than the specified number) of a group of specific links in specific campaigns

To select the specific links to segment on, click on 'select links..' next to the campaign that you are interested in.

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For each of the above you can specify that the link was clicked on once, a specific number of times, or more or less than a specific number of times.

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