A segment in leads or email IDs refers to a categorized group within your email list. It’s like creating smaller sections within your larger list based on specific criteria. For instance, you might have segments for people who opened a particular email, those who haven’t engaged recently, or those who purchased a certain product. Segments help organize your leads based on different behaviors or characteristics, allowing you to send more targeted and personalized messages to specific groups within your overall email list.
If you need to create segments on leads based on certain conditions like Campaign activity, Date added, Ecommerce activity, Tags, Segments, Fields and Double opt-in status of subscribers, then you have to use the Standard Segment present in MailBluster. You must provide the necessary conditions to achieve the correct results after the standard segment is created. You can use that standard segment in campaigns as well. To create a standard segment from any of the conditions mentioned above, just go to your Brand, then Segments under Leads > Create new > Standard segment. A standard segment can also be used with another segment along with tags. Multiple conditions can also be applied and tinkered around with to get the best results during Leads management and when adding to campaigns. It’s a very powerful and useful feature in email marketing since it can be used to filter out thousands of leads according to customers’ specific conditions.
Here is an example of Standard Segment for all the leads with multiple conditions taken from MailBluster:
If you want to slice your total recipients into multiple segments then you can use A/B testing segments, where each segment will contain, at most, your daily sending limit. To do so, go to Leads > Segments > Create segment > A/B testing segment page and create your segments as shown below.
After creating the A/B testing segment, it will split the leads into groups based on the number of slices you have set.
In email marketing, a static segment is a predefined group of contacts that does not change unless manually updated. Unlike dynamic segments, which automatically update based on certain criteria or behaviors, static segments remain fixed until you manually add or remove contacts.
Static segments are useful for:
Targeted Campaigns: Sending specific campaigns to a particular group of contacts identified for a specific purpose.
Special Offers: Promoting offers to a selected list of loyal customers or a specific demographic.
Event Invitations: Inviting a specific group to events without changes over time.
Long-term Tracking: Monitoring the same group of contacts over time for analysis purposes.
These segments must be updated manually if any changes in the group composition are needed.
To use Static Segment in MailBluster, go to Leads > Segments > Create segment > Static segment page and create your segments as shown below.
To create Static Segment, you need to go to Brand > Segments and click Create New.
Then click on Static segment.
Then select the CSV file with First Name, Last Name, Email address, Tags and Subscribed status. Click Continue.
Enter the static segment name and notice that the CSV file is now been ready for import. Click Continue.
Match the First name, Last name, Email Address, Tags and Is subscribed with CSV File headers information shown below. Then select the following configurations. Finally click Create segment button.
The CSV file containing the leads is imported successfully as shown below.
Now go to the Segments and you will see that the Static segment has been created.
A tag is a label assigned to leads to identify or categorize them as a group. By assigning single or multiple tags to leads (email addresses), you can organize them effectively.
Segments allow you to divide your leads into groups. Each customer or subscriber is different, and segmenting your leads helps you reach the right audience. Instead of sending the same email campaign to all leads, create variations tailored to different customer groups with Segments to improve your campaign performance.
Please note: You can create segments using tags in MailBluster, but not vice versa.
The custom fields in MailBluster are designed for string data types. It is not designed for date and time. So you can only store text in the custom fields of MailBluster.
As for the Standard Segment, you can use Type as Date added:
These are the options you will get in the Operator:
You can set the conditions in the segment based on the lead’s adding date to MailBluster.
You can segment your leads based on Tags in MailBluster. Suppose you have Leads from “US” and leads from “ASIA”. You can create TAGS with their respective location name or import leads based on each location.
Here we have selected some leads and assigned them the TAG “US” as shown in the following screenshots.
Click on Bulk action > Attach tags
Select the already created tag “US” when Attach tags window pops up, click Attach tags
The selected leads are now assigned to the tag “US”
Similarly we have created another tag “ASIA” for selected leads
We have just completed bulk assigning Tags to our leads. Now, we can create Standard Segment from these Tags
Go to Segments > Create new
Select Standard Segment and use the following conditions shown below.
To clarify your understanding, I want to mention these:
All means: Common leads of the selected tags (intersection). Any means: Both common and uncommon leads of any of the selected tags (union). None means: No leads of the selected tags (Not).
Select multiple Tags “US” and “ASIA” which we have created earlier
Click on Create segment and your Combined Tags Segment will be created which we will used in our campaign
Now go to Campaigns and click Create new. In the Audience section, select Subscribers of a segment. And then select the segment we have just created “Combined Tags Segment”
To create a segment based on date added, you need to use Standard Segment. First go to your Brand > Segments > Standard segment. Then enter Segment name, Leads match to Any. Select Date added and then Operator to is before / is after / is between / is not between.
The following is a standard segment with Date added conditions.
Here is an example where we created a sample standard segment with the following conditions:
Leads match: any of the following conditions
Date added: is before
Then we selected a specific sample date.
Once the conditions are set, we click on Create segment.
The following segment is created which shows all the leads that has been added before the following date.
To create a standard segment using campaign activity. First, you need go to Segments, then click on Create new.
Then select Standard segment, select Leads match conditions: Any/All/None which ever suits. Then select Campaign activity.
Select any of these conditions: was sent/was not sent/was delivered/was not delivered/was failed/was bounced/was not bounced/complained/did not complain/unsubscribed/did not unsubscribe/opened/did not open/clicked/did not click which suits your needs.
Select any of the options: any of the selected campaigns/all of the selected campaigns which suits you best. Then select the campaigns of your choice. Finally click on Create segment and you are done.
Your standard segment using Campaign Activity will be created showing the total Lead count and total Subscriber count.
First of all, you need to check whether there are custom fields present in Fields. If not, then you need to create one as shown below.
Here, two custom fields are present here highlighted as highlighted. One is created earlier and the other one created just now. If you are under Pro plan of MailBluster, you can unlimited create custom fields.
Now go to Segments, and click on Create new.
Select Standard segment, then click on Leads match All/Any/None of the following conditions whichever suits you best. Now select Type as Fields. This is the Custom Fields which is used for creating standard segment.
Now select the Field name. For demonstration we have selected our custom field City.
Now set the conditions as shown below. There are several options in Operator section. Here we selected “start with”.
Once the conditions are set, we selected the letter D so that the condition becomes: “Custom field City starts with D”. Then you can more Add new condition. Finally click on Create segment.
Now, the standard segment has been created and you will see the total Lead count and Subscriber count. Click on the Segment to see the leads.
Upon clicking, now we can see that the standard segment is showing leads which has a custom field named “City” starting with the letter “D”.
Yes, it’s possible to create a segment without the bounced leads. To do this, go to Segments > Standard Segment and create a standard segment using the following conditions.
MailBluster does not allow duplicate leads (emails) within a brand. This means that if you have 10 segments, a lead can exist in multiple segments, but when you combine these segments into one, the lead will not be duplicated.
To combine multiple segments into one, go to the Segments > Create new > Standard segment page. Here is how it might look:
Basically, the count in a segment is not always synced in real-time. It gets updated when you open or update the segment. However, the target audience for a campaign will be updated accurately, as it is calculated based on the segment conditions.
You may notice that the segment count appears different initially, but if you open or update the segment, the count will refresh. Also, MailBluster will use the updated recipient list when sending a campaign. While the displayed segment count might sometimes appear different, rest assured that the campaign will be sent to all recipients who match the segment conditions.
Yes, you can identify leads that haven’t opened or viewed your specific campaign by creating a Standard segment and then deleting the leads in that segment.
To find those leads, first go to Leads > Segments > Create New > Standard Segment.
Then use the following segment conditions shown in the screenshare below:
A Standard Segment with leads that have ‘Not opened’ your specific campaign will be created. Then, click on the segment named ‘Segment having Leads not opened.’ You will see a list of email addresses ‘leads‘ under that segment.
Now, click on ‘Select all leads’ and click on Bulk Action>Delete leads to delete all the leads as shown below:
Highlight the respective fields according to its heading as shown below with the following configuration. Then click Import file.
Once the leads are successfully imported under the tag “WEST”, you will be see the status “Completed”.
Now go to Segments, and click Create new.
Select Standard segment and then set a segment name with the following configuration. Make sure you select Tags in Standard segment.
The standard segment with Tag “WEST” has been created. It is showing Lead count (total leads under the selected Tag) and Subscriber count (those who subscribed to your Brand). Be sure to note down the segment name so that you can select it from campaign creation menu easily.
Now go to Campaigns, and click on Create new.
Set a suitable campaign name, and now finally select Subscribers of a segment. Select the segment you have just created earlier using Tag “WEST”. Now you will be able to send campaign to this segment.
2. If the leads are not yet added to your Brand, you can import them into a static segment as shown below and send the campaign to that segment.
Go to Segments and click Create new.
Make sure you select Static segment. Here we use a sample name “My Segment – West”. Then upload the CSV file containing Leads (name, email address, subscribe status). Click Continue after you drag and drop the CSV file.
Highlight the respective fields according to its heading as shown below with the following configuration. Then click Create segment.
You Static segment will be created once the leads are successfully imported with the status “Completed”.
You will see the Static Segment “My Segment – WEST” under Segments with Lead count (total leads under the selected Tag) and Subscriber count (those who subscribed to your Brand).
Now create a campaign as before and select that Static Segment “My Segment – WEST” a shown below.
3. If your leads are already added to your Brand, you can attach tags to them. Then, based on these tags, you can create a standard segment and send the campaign to that segment as mention earlier in 1.
Here is how you can add Tag to your Leads. We have already created Tag name “WEST”. So now we just need to assign the Tag to our selective leads. Just go to Leads. Select the desired leads by clicking the check boxes as shown below.
Click on Bulk action and the click Attach tags.
A popup screen will appear to select one or multiple tags to assign to the selected leads. Here we selected multiple tags “WEST” and “US”. Now click Attach tags.
Now if you go to Tags and click on WEST, you will those leads are under this tag successfully.
You can’t directly view leads that are not part of any tag. However, you can create a standard segment (group of leads) for those not attached to any tags by following the conditions below:
Yes, you can resend a campaign to leads who did not open or view your initial campaign. First, create a segment to identify those leads, and then send your campaign to the newly created segment.
To find those leads, go to Leads > Segments > Create New > Standard Segment and apply your desired conditions. Here’s an example shown below.
After sending 50,000 emails within 24 hours, AWS will not allow you to send any more emails that day. Please Note: It could be more than 50,000 emails/24 hours based on the limit set by AWS. So, MailBluster will eventually fail to send the rest and mark the campaign as failed. It will not try to send the remaining emails automatically since it’s a part of the manual campaign (not Automation). What you need to do is find the remaining emails (leads) of the failed campaign using the conditions shown below for the Standard segment and send a new campaign to that segment on the next day.
Segment Conditions:
Creating a new campaign using the above Standard Segment conditions:
To avoid such situation like campaign failed issue due to AWS daily sending limit, you can slice your total recipients into multiple segments using A/B testing segment where each segment won’t contain more than your daily sending limit. To do so, go to Leads > Segments > Create segment > A/B testing segment tab and create your segment as shown below.
Create standard segment for the undelivered emails based on the following conditions mentioned in the following screenshots:
The standard segment is created containing leads whose emails are undelivered.
After creating the standard segment, select the new segment so that you can send your email campaign to that specified segment, which contains undelivered leads, as shown in the screenshot below:
It’s not possible to send campaign to multiple segments at a time. However, you can easily create a new segment, which combines the leads of multiple segments with the help of Standard Segment.
First, you need to create a Standard Segment. Click on Segments and then Create new.
Select Standard segment and then enter a segment name. Also, select Segments from the dropdown list.
Be sure to select Leads match: All, and Segments: any of the selected segments. Then select the multiple segments. After that click Create segment.
Once the segment is created, it will show the lead count and subscriber count of the combined multiple segments.
When you click on the created segment, it will consist all the leads of the combined multiple segments.
Now create an email campaign and select the newly created combined segment.
Currently, creating a standard segment with built-in fields (e.g., email addresses ending with me.com, icloud.com, mac.com) is not supported. Standard segments can only be created using custom fields.
To create a Standard Segment based on ecommerce activities, you need to click on Segments > Standard segment then use the following conditions as shown in the screenshare below. Then click Create segment.
When the segment is created, click on the segment.
You will see the leads (email IDs) who have purchased any of the products after clicking on the standard segment.
If you click on the lead, you will see the Ecommerce activity – order ID, which campaign it was associated with, total price paid by the lead as shown below.
You can’t create Standard segments for leads that have bounced in more than one campaign in MailBluster. We are adding this feature to our to-do list to allow the creation of Standard segments based on the number of campaigns.
For now, MailBluster allows you to create Standard segments of bounced leads for specific campaigns only. You need to specify the name of the campaign to find those leads, such as by creating a Standard Segment and setting the conditions as shown in the screenshot below:
