A segment is a filtered view of your subscribers.

You can create one-off segments for single time use, or you can save and recall them later.

In this article:

 

Why Segments?

Segments allow you to group together subscribers that have something in common. For example, you might want to create a segment of subscribers that hold a common tag or email subscription.

Segments versus lists

Drip uses segments instead of lists, which you may be familiar with if you’ve used a basic email marketing tool before. Let’s take a look at how segments give you more power than a traditional list.

Segments are dynamic. This means that if the subscriber loses the criteria defined by the segment, the subscriber will automatically get removed from the segment. If a subscriber acquires the criteria defined by a segment, they will automatically get added to the appropriate segment.

Lists are static. A subscriber opts into a list, and if they don’t want to receive emails from that list anymore, they opt out of the list. Here are some common pitfalls when using lists:

  • A subscriber’s email address could live on many lists in one email marketing account, so they could receive multiple emails from you.
  • Instead of creating meaningful groups of subscribers based on who they are and what they’ve done, you are stuck looking at a pre-defined group of subscribers on one list.

Now, let’s take a look at how you can create your own segments.

Creating Segments

Go to Subscribers > List:

Let’s say we want to see all subscribers sharing a common tag.

In that case, we would select “Tags” from the filter drop-down. Select “include” and enter the tag you would like to segment your subscribers by. Click Refresh and your account will only return subscribers that fulfill the filter criteria:

To save the segment, Click Save Segment and give it a descriptive name:

Go to Subscribers > Saved Segments to revisit/edit your saved segments:

 

Reusing segments

Now that you have a segment created, you can access it from within various features in your account.

Broadcasts

In Broadcasts, you can set the email’s recipients to your saved segment under the Recipients tab:

Bulk Operations

To access your saved segments in Bulk Operations, select the Choose a segment of existing subscribers option in step one of the operation, then select any of your saved segments:

Workflows

In Workflows, saved segments can be accessed in Decisions:

RSS-Email

In the RSS-Email rule feature, you can choose saved segments as the feed’s recipients. Click the Change button to modify the feed’s recipients.

Have any questions? Please reach out to us!