Set Your Moosend In Motion: Ecommerce
Segmenting Your Email List
Segmentation helps you build strong relationships with your customers and increase revenue by sending targeted newsletters. Group your subscribers by age, preferences, location and many more criteria to fine-tune your email marketing. Watch this video to learn how to segment your mailing lists in a few seconds to make the most of this powerful technique.
Hello and welcome to another Moosend tutorial!
In this video, I will show you one of the best email marketing practices: list segmentation!
List segmentation is the process of dividing up an email list into smaller groups of subscribers that share something in common, based on various segmentation criteria. This can be demographics, locations, preferences, user activity and more. The groups created after this process are called segments.
You can segment your email lists in 3 different ways.
The first is by using as segmentation criteria the information you have collected from your subscribers through the custom fields you have set.
The second is by using the various segmentation criteria that Moosend gives you.
Or you can combine them!
Grouping your subscribers this way helps you to send the right email to the right person depending on their profile and needs. This leads to more opens, more clicks, and more sales!
Remember that, in order to achieve this you need to set a good number of segmentation criteria so make sure you experiment and make the best of list segmentation!
Now let’s see how you will create your first segment.
For this video, we will create a segment based on User Activity criteria.
Go to your Dashboard and start by clicking on the Mailing lists button.
Click on the name of the Mailing list from which you want to create a segment.
Click on the Segments button on the menu that appears.
Click on the Create New Segment button.
Now it’s time to give a name to your segment. Use something that will help you identify it easily!
Before you specify the Segmentation Criteria upon which your segment will be based, you must first choose whether it has to match:
All of the criteria you set, Any of the criteria you set.
Using the Fetch dropdown option you can also choose how many of your recipients should be contained in the segment you are creating. The options are:
All the matching recipients, Max number of recipients, Max % percentage of recipients.
We start by choosing All in both drop-down menus.
Now, click on the Add More Criteria button.
Set the Criteria of your Segment.
You have three dropdown menus to work with:
In the first field, you will narrow down your target audience by using segmentation criteria like the Recipient’s Name or Email Address. In the dropdown menu, you first see the segmentation criteria that Moosend provides. Below them, you will find the custom fields that you have created. Continuing with our example we will choose the Viewed a Product field.
In the field below, you can specify if you want, whether to add to your segment the visitors that viewed a product on any of your websites or a specific website.
In the second field, you must choose how the type of segmentation criteria you have chosen previously narrows down your recipients, or which condition describes what you want to find. It’s like making a small sentence that describes what your Segment will contain. The options available depend on your previous choice. In this particular example, the options are, is true / is false. We choose is true because we want to find those who viewed a product.
The third field either defines the specific criteria that have to be fulfilled by the previous two fields or narrows down the target audience even more. The options available always depend on your previous choices. In this case, we need to select whether we are looking for those who viewed any product, or a specific product. For our example, we will choose a specific product.
In the field below, you can fill in how many times this action occurred. Or you can just leave it empty.
If you click on the clock next to the third box, a final option appears. Here, if you want, you can add a specific time during which the action occurred to narrow down your subscribers even more. If you want you can narrow down your segment even more, by clicking on Add More Criteria. The number of subscribers inside your mailing list that matches your segmentation criteria shows up here. You can also click on the Preview recipients button to see their full details.
When you’re finished, click on the Save Segment button.
To edit or delete your segment click on the pencil-shaped button or the x button located under the Actions column.
Good job! Now you can use your segment for sending a newsletter only to a specific group of subscribers to notify them for a discount offer on the item they viewed and drive them to your e-shop.
Happy email marketing!