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Segments help you target specific groups of subscribers across your campaigns and workflows. Here’s how you can use segments in different areas of your platform.

Contact management

Use segments to organize and manage your subscribers more effectively.

• View segment members – Click “View” next to any segment to see all subscribers who currently match the segment criteria. This gives you a real-time list of everyone in that segment.
• Filter subscribers – Use segments to quickly filter your subscriber list and find specific groups of contacts without manually searching through all your data.
• Analyze subscriber groups – Compare active and total subscriber counts across segments to understand your audience composition and engagement levels.
• Export segment data – Export subscribers from a specific segment when you need to use that data outside the platform or share it with your team.

Email campaigns

Segments are essential for targeting the right audience with your email campaigns.

• Target specific audiences – When creating an email campaign, select a segment as your audience to ensure your message reaches only the subscribers who meet your criteria.
• Personalize messaging – Use different segments to send tailored messages. For example, send one message to “Highly engaged subscribers” and a different re-engagement campaign to “Inactive users.”
• Improve deliverability – By targeting engaged segments, you can improve your email open rates and overall campaign performance.
• A/B test audiences – Create similar segments with slight variations to test which audience definition performs best for specific campaign types.

SMS campaigns

Just like email campaigns, segments help you target the right subscribers for SMS.

• Target SMS subscribers – Use segments based on SMS subscription status to ensure you’re only messaging subscribers who have opted in to receive text messages.
• Location-based messaging – Create segments based on subscriber location to send region-specific SMS campaigns.
• Behavior-based SMS – Target segments like “SMS responders” or subscribers who have clicked in previous SMS campaigns to reach your most engaged mobile audience.

Automations

In automations, segments work as conditions to control your workflow.

• Add segment conditions – After your automation triggers, you can add a condition to check whether the subscriber is part of a specific segment before continuing the workflow.
• Filter automation paths – Use segment membership to create different paths in your automation. For example, send different follow-up messages based on whether someone is in your “Highly engaged users” segment.
• Prevent over-messaging – Add conditions to check if subscribers are in exclusion segments like “Recently contacted” to avoid sending too many messages.
• Dynamic workflow routing – Since segments update automatically, your automation conditions will reflect real-time segment membership, ensuring subscribers follow the most appropriate path.

Example automation use case

You might create an automation that:

• Triggers when a subscriber fulfills an order
• Checks if the subscriber is part of the “New subscribers” segment
• If yes, sends a welcome series message
• If no, sends a different message for existing subscribers

Best practices

• Match segments to goals – Choose segments that align with the objective of your campaign or automation.
• Keep segments updated – Since segments update automatically, review your segment criteria periodically to ensure they still match your targeting needs.
• Test before sending – Preview your segment size before launching campaigns to ensure you’re reaching the intended audience.
• Use descriptive names – Clear segment names make it easier to select the right audience when creating campaigns and automations.
• Combine with other targeting – Use segments alongside other conditions in automations to create sophisticated, personalized workflows.

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

Once you’ve created segments, you’ll need to manage them effectively to keep your targeting accurate and organized. This guide covers how to view, edit, duplicate, and delete your segments.

Viewing your segments

Access all your segments from the segments dashboard. Here you can see:

• Segment name – The label you assigned to each segment
• Active subscribers – The number of active subscribers in the segment
• Total subscribers – The total number of subscribers (active and inactive) in the segment

Segments update automatically as subscribers meet or no longer meet your criteria, so the counts reflect real-time data.

Editing a segment

To modify an existing segment:

• Navigate to your segments list
• Click on the segment you want to edit
• Update the conditions using the advanced filter options
• Add or remove conditions using the “Add condition” button
• Save your changes

When you edit a segment, the changes apply immediately. Subscribers who no longer match the updated criteria will be removed, and new subscribers who now match will be added automatically.

Creating similar segments

To save time when building related segments:

• Open an existing segment that’s similar to what you need
• Modify the conditions to match your new requirements
• Click “Save as new segment”
• Give your new segment a descriptive name

This is especially useful when you want to create variations of the same audience, such as “Active users – Last 30 days” and “Active users – Last 7 days.”

Deleting segments

To remove a segment you no longer need:

• Navigate to your segments list
• Select the segment you want to delete
• Click the delete option after opening the dropdown menu by clicking the arrow
• Confirm the deletion

Important: Deleting a segment does not delete the subscribers in it. It only removes the segment definition.

Best practices for segment management

• Archive unused segments – If you’re not actively using a segment but want to keep it for reference, consider marking it clearly or organizing it separately.
• Use consistent naming – Develop a naming convention for your segments to make them easy to find and understand at a glance.
• Document complex segments – For segments with multiple conditions, add notes about their purpose and intended use.
• Monitor segment size – Keep an eye on how your segment sizes change over time. Sudden changes might indicate an issue with your conditions or subscriber data.
• Clean up outdated segments – Delete segments that are no longer relevant to keep your workspace organized.

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

Segments help you target the right users at the right time. Here are practical examples you can use as inspiration for creating your own segments.

Engagement segments

Active users Users who have engaged with your campaigns recently.

• Opened at least once in the last 30 days, OR
• Clicked at least once in the last 30 days

Highly engaged users Your most active users who interact frequently with your campaigns.

• Opened at least 5 times in the last 30 days, AND
• Clicked at least 3 times in the last 30 days

Inactive users Users who haven’t engaged recently and may need re-engagement.

• Was sent to at least once in the last 90 days, AND
• Has not opened in the last 60 days

Subscription segments

Email subscribers Users who are subscribed to receive email communications.

• Subscription status for Email is “Subscribed”

Multi-channel subscribers Users who are opted in to multiple communication channels.

• Subscription status for Email is “Subscribed”, AND
• Subscription status for SMS is “Subscribed”

SMS subscribers only Users who prefer SMS communications.

• Subscription status for SMS is “Subscribed”, AND
• Subscription status for Email is “Unsubscribed”

Behavioral segments

Campaign engagers Users who have interacted with your recent campaigns.

• Campaign activity: Clicked at least once in the last 14 days

Non-openers Users who receive campaigns but don’t open them.

• Campaign activity: Was sent to at least 3 times in the last 30 days, AND
• Campaign activity: Opened 0 times in the last 30 days

SMS responders Users who have engaged with SMS campaigns.

• SMS campaign activity: Clicked at least once in the last 30 days

Subscriber detail segments

New subscribers Recently added contacts.

• Created date is in the last 7 days

Specific location Target users in a particular geographic area.

• Subscribers is from “European Union / UK”

Group members Users who belong to a specific group.

• Group membership includes “VIP Customers”

Tips for creating segments

• Start simple – Begin with one or two conditions and add more as needed.
• Use meaningful names – Name segments clearly so anyone on your team understands who’s included.
• Monitor segment size – If a segment is too small or too large, adjust your conditions.
• Combine conditions strategically – Use AND for more specific segments and OR for broader reach.

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

Segments are dynamic groups of users or customers that are automatically updated based on specific criteria you define. They allow you to organize and target your audience based on shared characteristics, behaviors, or attributes.

Unlike static lists, segments update in real-time as users meet or no longer meet your criteria, ensuring your targeting is always current and accurate.

Why use segments?

Segments help you:

• Personalize communication – Send targeted messages to specific groups based on their interests or behavior
• Improve engagement – Reach the right people with relevant content at the right time
• Analyze user groups – Understand how different segments behave and perform
• Automate workflows – Trigger actions when users enter or exit specific segments
• Optimize campaigns – Test and refine your approach with different audience groups

Common segment types

• Demographic segments Group users by characteristics like location, age, language, or company size.
• Behavioral segments Target users based on actions they’ve taken, such as pages visited, features used, or purchases made.
• Engagement segments Identify active, inactive, or at-risk users based on their level of engagement with your product or service.
• Lifecycle segments Organize users by where they are in the customer journey, from new signups to loyal customers.

How segments work

Segments are built using conditions and filters. When a user matches all the conditions you’ve set, they’re automatically added to the segment. If they stop matching the conditions, they’re removed.

For example, you might create a segment for “Active Users” that includes anyone who:

• Opened at least once in the last 30 days
• Clicked at least once in the last 30 days

As soon as someone meets these criteria, they join the segment. If they stop meeting the conditions, they’re automatically removed. You may see an example here:

Best practices

• Start simple – Begin with broad segments and refine them as you learn more about your audience
• Name clearly – Use descriptive names that make it obvious who’s in the segment
• Review regularly – Check that your segment criteria still align with your goals
• Avoid over-segmentation – Too many small segments can be difficult to manage
• Test and iterate – Experiment with different criteria to find what works best

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

Learn about the Segments page in Sender and how to navigate its features for creating and managing contact segments.

What is the Segments Page?

The Segments page is your central hub for creating, viewing, and managing all your contact segments. It allows you to build dynamic filtered lists based on specific criteria like engagement, behavior, demographics, and custom attributes.

Accessing the Segments Page

To access the Segments page:

• Click on Subscribers in the left navigation menu
• Select Segments from the submenu
• You’ll see your segments overview

The Segments Page Interface

Main Components of the Segments Page

Page Header

At the top of the page, you’ll find:

• Back to Subscribers button – Returns you to the main subscribers list
• Segments title – Confirms you’re on the segments page
• Help icon – Access documentation and support
• Notifications – View system notifications
• Account menu – Access your account settings

Search and Filter Bar

Located below the header:

• Filter segments search box – Quickly find specific segments by name
• Search through your existing segments to locate the one you need

Create New Segment Button

On the right side of the page:

• “Create new segment” button – Click to start building a new segment
• Opens the segment creation interface with advanced filtering options

Segments List

The main area displays all your existing segments:

• Segment names and descriptions
• Contact count for each segment
• Creation date and last modified information
• Quick access to edit or view each segment

Creating a New Segment

When you click “Create new segment”, you’ll access:

Advanced Filter Interface

The filtering system where you can:

• Select condition categories (Subscription Status, Subscriber Details, Campaign Activity, etc.)
• Choose specific conditions within each category
• Set parameters for each condition
• Add multiple conditions using “Add condition”
• Create alternative condition sets using “Add another set of conditions”

Filter Preview

As you build your segment:

• View the number of contacts matching your criteria in real-time
• See a preview of contacts who meet the conditions
• Verify your segment before saving

Segment Actions

After creating your segment:

• Save the segment with a descriptive name
• Edit segment conditions at any time
• Delete segments you no longer need

Navigation Tips

Finding Segments Quickly

Use the filter search box to locate segments by:

• Segment name
• Keywords in the description
• Partial name matches

Organizing Your Segments

Keep your segments page organized by:

• Using clear, descriptive names
• Including dates or version numbers when relevant
• Archiving or deleting unused segments
• Grouping similar segments with consistent naming conventions

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.