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  • Add CAPTCHA to forms

    CAPTCHA helps protect your sign-up forms from spam and bot submissions by verifying that real people are subscribing to your list. This keeps your subscriber data clean and improves your email deliverability.

    What is CAPTCHA?

    CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) is a security feature that challenges users to complete a task that’s easy for humans but difficult for automated bots. This prevents fake sign-ups and spam submissions.

    Why use CAPTCHA?

    • Prevent spam sign-ups – Block bots from submitting fake email addresses or phone numbers to your forms.
    • Protect your sender reputation – Keeping spam addresses off your list helps maintain good deliverability and reduces bounce rates.
    • Maintain list quality – Ensure your subscriber list contains only real, engaged users who genuinely want to receive your messages.
    • Reduce costs – Avoid paying for fake subscribers or wasting resources sending messages to invalid addresses.

    How to enable CAPTCHA

    To add CAPTCHA protection to your sign-up forms:

    • Navigate to the form you want to protect
    • Go to the form’s Design section
    • Click on Settings
    • Mark the “Use google reCAPTCHA” option as active
    • Save your changes

    How Google reCAPTCHA works

    Google reCAPTCHA analyzes user behavior and interactions to determine if the submission is from a real person or a bot. In most cases, it works invisibly in the background without requiring any action from the subscriber. If suspicious activity is detected, users may be asked to complete a simple challenge to verify they’re human.

    Best practices

    • Enable on public forms – Always use CAPTCHA on forms that are publicly accessible or shared widely online.
    • Test your forms – After enabling CAPTCHA, test the sign-up process yourself to ensure it works smoothly and doesn’t create friction for legitimate subscribers.
    • Monitor form submissions – Keep track of your form submission rates after enabling CAPTCHA to ensure it’s not blocking too many legitimate subscribers.
    • Use on high-traffic forms – Forms that receive a lot of traffic are more likely to attract spam, making CAPTCHA especially important.

    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.

  • Use segments in Sender

    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.

  • Manage your segments

    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.

  • Segment examples

    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.

  • Understand segments and rules

    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.

  • Understand segments page

    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.

  • Segmentation conditions list

    Explore all the filtering options available in Sender to create precise contact segments for targeted campaigns.

    What Are Segmentation Conditions?

    Segmentation conditions are the criteria you use to filter and organize your contacts. By combining different conditions, you can create highly specific segments that match your campaign targeting needs.

    Accessing Segmentation Filters

    To use segmentation conditions:

    • Go to Subscribers > Segments
    • Click “Create new segment”
    • Open the Advanced filter dropdown
    • Select from available condition categories

    Available Condition Categories

    Subscription Status

    Filter contacts based on their subscription type and status:

    • Email – Subscribed to email communications
    • Transactional Email – Can receive transactional emails
    • SMS – Subscribed to SMS messages
    • Transactional SMS – Can receive transactional SMS

    Subscriber Details

    Create segments using contact information and profile data:

    • Group membership – Belongs to or doesn’t belong to specific groups
    • Email address – Filter by email patterns or domains
    • Phone number – Contacts with or without phone numbers
    • Created date – When contacts joined your list
    • Subscribers location – Geographic targeting by country, region, or city

    Campaign Activity

    Segment based on email engagement and behavior:

    • Sent – Received specific campaigns
    • Opened – Opened one or more campaigns
    • Clicked – Clicked links in campaigns
    • Unsubscribed from emails – Opted out of communications
    • Was inactive – No engagement for a specified period

    SMS Campaign Activity

    • Was sent to – Received SMS campaigns
    • Clicked – Clicked links in SMS message

    E-commerce Metrics

    Create segments based on purchase behavior and customer value:

    • Placed an order – Made a purchase
    • Total lifetime spend – Customer lifetime value ranges
    • Quantity of products per basket – Average order size
    • Ordered specific product – Purchased particular items
    • Order refunded – Returned orders
    • Order value – Purchase amount filters

    Abandoned Cart

    Target potential customers based on cart behavior:

    • Checkout started – Began but didn’t complete purchase
    • Returned through email – Came back via email link

    Custom Fields

    Filter by any custom attributes you’ve created:

    • Any custom field you’ve added to your contacts
    • Filter by field values, presence, or absence

    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.

  • Manage duplicates across lists

    Learn how Sender handles contacts who appear in multiple groups and best practices for organizing your contact lists.

    Understanding Contacts in Multiple Groups

    In Sender, a single contact can belong to multiple groups simultaneously. This flexibility allows you to organize contacts based on different criteria like customer status, interests, location, or engagement level.

    How Sender Handles Duplicates

    Automatic Deduplication

    Sender automatically prevents sending duplicate emails to the same email address. Even if a contact appears in multiple groups that you’ve selected for a campaign, they will only receive one copy of the email.

    Example:

    • Contact Jane belongs to both “Newsletter Subscribers” and “VIP Customers”
    • You send a campaign to both groups
    • Jane receives only one email, not two

    This built-in protection ensures your subscribers never receive duplicate messages from a single campaign.

    Benefits of Multiple Group Memberships

    Flexible Organization

    Assign contacts to multiple groups based on different attributes:

    • Customer status (Lead, Customer, VIP)
    • Product interests (Electronics, Clothing, Home Goods)
    • Geographic location (North America, Europe, Asia)
    • Engagement level (Active, Moderate, Low)

    Better Targeting

    Select multiple relevant groups for campaigns knowing Sender will handle deduplication:

    • Send to “Customers” AND “Product A Buyers” without worrying about duplicates
    • Target “Newsletter Subscribers” AND “Event Attendees” in one campaign
    • Combine geographic and interest-based groups seamlessly

    Simplified Campaign Creation

    No need to manually exclude contacts or worry about overlap. Simply select all relevant groups and Sender ensures each contact receives only one email.

    Best Practices for Group Organization

    Create Purpose-Specific Groups

    • Status-based: Leads, Customers, VIP Members
    • Interest-based: Product categories, content topics
    • Behavior-based: Active, Inactive, Recent purchasers
    • Geographic: Regions, countries, cities

    Use Descriptive Names

    • “Newsletter Subscribers”
    • “Webinar Registrants – Q4 2025”
    • “VIP Customers – Lifetime Value $500+”
    • “Product Launch Interest – New Collection”

    Avoid Redundant Groups

    While multiple memberships are fine, avoid creating unnecessary overlap:

    • Don’t create “All Customers” and “Every Customer” groups
    • Combine similar purposes into single groups
    • Use segments for complex filtering instead of creating many overlapping groups

    Document Group Purposes

    Keep notes on what each group represents and when to use it. This helps maintain consistency, especially when working with a team.

    Common Scenarios of using Multiple Groups

    Product Launch

    Select multiple relevant groups:

    • “All Customers”
    • “Product Category Interest”
    • “Active Email Subscribers”

    Result: Each contact receives one email, regardless of how many groups they’re in.

    Event Invitation

    Target broad audience:

    • “Newsletter Subscribers”
    • “Past Event Attendees”
    • “VIP Members”

    Result: No duplicates, maximum reach for your event.

    Tips for Success

    • Take advantage of Sender’s automatic deduplication by freely assigning contacts to relevant groups
    • Review group memberships periodically to ensure accuracy
    • Remove contacts from groups when they’re no longer relevant
    • Use consistent naming conventions across all groups
    • Combine groups in campaigns without hesitation – duplicates are automatically handled
    • Focus on logical organization rather than worrying about overlap

    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.

  • Organize contacts into lists

    Learn how to add, move, and remove contacts from your groups to keep your subscriber lists organized and up-to-date.

    Managing Contact Group Membership

    Organizing your contacts into the right groups ensures you send targeted, relevant campaigns to the appropriate audiences. Sender makes it easy to add contacts to groups, move them between groups, and remove them when needed.

    Adding Contacts to Groups

    Method 1: During Import

    When importing contacts, you can assign them to specific groups:

    • Go to Subscribers and choose your import method
    • Upload or paste your contact list
    • Select the group you want to add contacts to
    • Complete the import process

    Method 2: From Subscriber List

    Add existing contacts to groups from your main subscriber list:

    • Go to Subscribers
    • Select the contacts you want to add using checkboxes
    • Click the “Actions” dropdown menu
    • Choose “Add to group”
    • Select the target group or create a new one
    • Confirm the action

    Method 3: From an Individual Profile

    Add a single contact to a group from their profile:

    • Click on the subscriber from your list
    • Find the group membership section in their profile
    • Select the groups you want to add them to
    • Click “Save”

    Method 4: From Segments

    Convert filtered segments into group membership:

    • Go to Subscribers > Segments
    • Create or select a segment with your desired filters
    • Select the contacts from the filtered results
    • Use the “Actions” menu to add them to a group

    Moving Contacts Between Groups

    Replace Group Membership

    To move contacts from one group to another:

    • Go to Subscribers
    • Filter or select contacts from the original group
    • Select the contacts you want to move
    • Click “Actions” and add them to the new group
    • Remove them from the original group (see removal section below)

    Add to Additional Groups

    Contacts can belong to multiple groups simultaneously:

    • Select the contacts
    • Use “Actions” to add them to additional groups
    • They will remain in their original groups while being added to new ones

    Removing Contacts from Groups

    Remove from Specific Groups

    To remove contacts from a group without deleting them:

    • Go to Subscribers
    • Filter by the group you want to remove contacts from
    • Select the contacts to remove
    • Click “Actions” dropdown
    • Choose “Remove from group”
    • Confirm the action

    By doing this, the contacts remain in your account but are no longer part of that group.

    Remove from an Individual Profile

    Remove group membership from a contact’s profile:

    • Click on the subscriber
    • Find the groups section in their profile
    • Deselect the groups you want to remove them from
    • Click “Save”

    Best Practices

    Plan Your Group Structure

    Before adding contacts, determine which groups you need and what each represents. A clear structure makes organization easier and prevents confusion.

    Use Consistent Criteria

    Establish clear rules for which contacts belong in each group. Document these criteria so you and your team can consistently organize contacts.

    Regular Maintenance

    Periodically review group memberships to ensure contacts are in the right groups. Remove contacts from groups that are no longer relevant to them.

    Avoid Over-Complicating

    Don’t create too many overlapping groups. Keep your structure simple and use segments for more complex filtering needs.

    Understanding Group vs Complete Removal

    Removing from a group:

    • Contact stays in your account
    • Removed only from specific group
    • Can still be in other groups
    • Can receive emails sent to other groups they belong to

    Deleting a contact:

    • Contact is completely removed from your account
    • Removed from all groups
    • Cannot receive any emails
    • Can be re-imported if needed later

    Tips for Success

    • Use bulk actions when organizing many contacts at once
    • Check contact count before and after moves to verify accuracy
    • Keep track of group changes for important campaigns
    • Use groups in combination with segments for flexible targeting
    • Regularly audit group memberships to maintain accuracy

    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.

  • Create lists from segments

    Learn how to convert your filtered segments into organized groups for targeted email campaigns.

    What Are Segments vs Groups?

    Segments are dynamic filters that automatically update based on criteria like engagement, behavior, or attributes. They’re created using Sender’s advanced filtering tools.

    Groups are static collections of contacts that you manually create and manage. Once contacts are added to a group, they remain there until you remove them.

    Why Create Groups from Segments?

    Preserve a Snapshot

    Segments change automatically as contact behavior evolves. Creating a group from a segment preserves that specific set of contacts at a point in time.

    Simplify Campaign Targeting

    Groups are easier to select when creating campaigns. Instead of rebuilding complex filters each time, you can quickly choose a pre-made group.

    Track Campaign Performance

    Using dedicated groups for specific campaigns makes it easier to track and analyze results over time.

    How to Create Groups from Segments

    Step 1: Create Your Segment

    • Go to Subscribers > Segments
    • Click “Create new segment”
    • Use the Advanced filter to define your criteria
    • Review the filtered results

    Step 2: Select Contacts

    • Once your segment shows the desired contacts, select them using the checkboxes
    • You can select all contacts in the current view or individual contacts

    Step 3: Add to Group

    • Click the “Actions” dropdown menu
    • Select the option to add contacts to a group
    • Choose an existing group or create a new one
    • Confirm the action

    Step 4: Verify

    • Go to Subscribers > Groups
    • Find your newly created or updated group
    • Verify that the correct contacts were added

    Common Use Cases

    High-Value Customers

    • Segment: Total lifetime spend > $500 AND 3+ orders
    • Group: “VIP Customers”
    • Use for: Exclusive offers, early product access

    Re-engagement Targets

    • Segment: No opens in last 90 days
    • Group: “Inactive Q1 2025”
    • Use for: Win-back campaigns

    Event Participants

    • Segment: Opened webinar email AND clicked registration
    • Group: “Q1 Webinar Registrants”
    • Use for: Follow-up emails, future events

    When to Use Segments vs Groups

    Use Segments When:

    • You need real-time, automatically updated lists
    • Targeting based on current behavior or attributes
    • Running ongoing campaigns with consistent criteria

    Use Groups When:

    • You need a fixed list for a specific campaign
    • Preserving a snapshot of contacts at a specific time
    • Simplifying recurring campaign setup
    • Tracking specific campaign cohorts over time

    Best Practices

    • Use descriptive names – Include the purpose and date, like “VIP Customers – Oct 2025”
    • Document your criteria – Keep notes on the segment filters used to create each group
    • Avoid over-creating – Only create groups when you actually need a fixed list
    • Archive old groups – Remove or archive groups once campaigns are complete
    • Test first – Verify your segment filters before creating groups

    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.