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:

You can create more advanced segments as well. Let’s say you wanted to create a segment of subscribers that have triggered a particular event within the current calendar month. That segment would be built by selecting the “Events performed” filter and then selecting the “this month” date filter.

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!