Freshmarketer allows you to filter and segment your contacts based on contact properties and events. The extensive segmentation allows you to target the right group of audience for your campaigns and journeys.
Click on Segments -> Create segment to get started.
Create a new segment based on the below event types:
Contact fields - Segment contacts based on the values of your contact fields.
This includes both default and the custom contact fields inside Freshmarketer.
Default and the custom contact fields
Is not empty
Journey - Segment contacts based on their status on your marketing journey.
This gives you the option to include contacts who have entered or exited a journey on a specific time period. You can either set ‘Anytime’ or select a specific time period.
Any journey or a specific journey
List - Segment contacts based on the list you’ve imported.
The two match types available are Includes and Excludes. All the lists you have uploaded inside Freshmarketer will be populated on the dropdown.
|Any List or a specific List|
Email activity - Segment contacts based on their email activity for a specific period of time.
Provision to choose 'Any campaigns' or a Specific email campaign
Page Visit: Segment your contacts based on the pages they've visited.
|Enter your URL||Before|
Conditions: You can add any number of conditions with an AND / OR boolean match type in between.
All: Contacts that match all the configured conditions will get segmented.
Any: Contacts that match any of the configured conditions will get segmented.
Groups: You can add any number of groups with an AND / OR boolean match in between.
All: Contacts that match all the configured groups will get segmented.
Any: Contacts that match any of the configured groups will get segmented.
Once you’ve created a segment, click Save & Apply. The contacts which satisfy the conditions provided will get segmented.
Save & Preview:
Before creating a segment, you can Preview the results of your segments condition using this option.
Once you click on Save & Preview button, the list of contacts that match the condition provided will be listed on the side panel as shown below.
The dashboard shows the list of segments created. You can edit or delete a segment from the option shown below.
Selecting segments to create a campaign:
While creating a campaign, along with the lists, you will get an option to choose the segments you have created to send an email campaign.
Multiple lists and segments can be chosen as recipients.
Personalize campaign based on the segments:
The campaigns can be sent in a personalized manner for each contact segment. Click on the below dropdown to switch between the segments and make the changes specific to that segment. The contacts on the segment will receive the personalized email you’ve created.
Review before sending a campaign:
On the Review screen, you will find the recipient list and segments to which the email is configured to send. This includes the number of lists and segments chosen.
Segments in Journeys:
Added to a Segment - Include a segment into your journey by choosing from the list of available segments.
On click of ‘Choose your segment’ the below popup will be shown providing the option to select from the list of available segments.
Is in Segment - This condition can be used to check if the incoming contacts on the block are part of the chosen segment or not.
Choose a segment from the dropdown. The incoming contacts into the condition block will be checked if they are part of the chosen segment.
Note: The bulk upload of contacts may take a little while to get reflected inside the Segments module. This is based on the uploaded file size.