Create an Advanced Segment

Pro Feature

This feature requires Author user level or higher and is part of paid features.

Advanced Segmentation for MailChimp Pro allows you to create complex subscriber segments so you can further target your campaign content to specific subscriber sets or view subscribers who meet precise conditions. You’ll use data from your list to create nested segments and combine any and all logic into a single segment.

Advanced Segmentation is included with MailChimp Pro, which is available to add on to any pricing plan. In this article, you'll learn how to create an advanced segment in your list and how to update advanced segments.

Before You Start

Here are some things to know before you begin this process.

  • Before you add segments, make sure you're familiar with regular list segmentation, and Advanced Segmentation.
  • Before you can create segments, you’ll need to have a MailChimp list set up.
  • The subscribers in an advanced segment are pulled at the time you create it, and do not automatically update. To update your subscriber count before a new or scheduled campaign is sent, you’ll need to manually refresh the segment.
  • Advanced segments aren't available to send to in automation emails or RSS campaigns.
  • Advanced segments don't take blank fields into consideration like regular segments do. For example, if you wanted to pull subscribers who do not live in the state of Georgia, the system would return subscribers who had a value other than Georgia in the state field, but would not return subscribers with no value in the state field.
  • Advanced segments require at least one condition in the top-level group. If you need more information on how advanced segments are structured, take a look at Understanding Advanced Segmentation Logic.

Add an Advanced Segment to a List

To add segments to a list, follow these steps.

  1. Navigate to the Lists page.
  2. Click the name of the list you want to work with.
  3. Click the Segments drop-down menu, and click the Advanced tab.
    Screen of cursor clicking the Advanced tab on the Segments menu.
  4. Click Create a new segment.
  5. Type the name of your segment in the Advanced segment name field.
  6. On the top-level group, click the any drop-down menu and choose whether subscribers need to meet any or all of the condition groups in your segment. The any/ all logic for the top-level group applies to all subsequent condition groups in your segment.
    Screen of cursor choosing any from the any/all drop-down menu.
  7. Click Add to add the first condition to the top-level group.
  8. Use the drop-down menus to replace the default criteria with the criteria you want to use for your condition. Your condition will save automatically.
    Screen of condition for State is, with Iowa and Wisconsin in the text field.
    Conditions that include text fields work like tags, so you can assign any/ all logic to the terms in the text field to allow you to combine similar criteria in one condition. In this example, we use a single condition and any logic to segment subscribers who live in Iowa or Wisconsin.
  9. To add more conditions to the top-level group, click Add. To add additional condition groups, click Add group.
    Screen of advance segment builder, with the cursor clicking add group from the add or add group options.
    To add conditions to a group that is not the top-level group, click Add to group.
  10. As you build your segment, click Refresh Count at the top of the page to see the number of subscribers that match your current conditions. To delete individual conditions, click the Minus icon next to the condition you want to delete. To delete a group of conditions, click Remove group next to the group you want to delete.
  11. When you're done, click Save And View Segment.
    Cursor click Save And View Segment button.

Your segments will appear on the Advanced tab in your list’s Segments menu. To delete a segment, click Delete, and then click Delete in the confirmation pop-up modal.
Screen of cursor clicking to Delete a segment.

Refresh an Advanced Segment

If you’ve created an advanced segment you’d like to send to over time, you can refresh the subscriber count for your segment from the Segments menu in your list, or from the  Confirm step of the Campaign Builder. 

From the List's Segments Menu

To refresh and advanced segment and see its updated subscriber count from inside your list, follow these steps.

  1. Navigate to the Lists page.
  2. Click the name of the list you want to work with.
  3. Click the Segments drop-down menu, and click the Advanced tab.
  4. Click the name of the advanced segment you want to update.
  5. Click Rerun.

From the Campaign Builder

To refresh an advanced list segment and see its updated subscriber count from the Campaign Builder, follow these steps. Advanced segments aren't available in RSS campaigns or automation emails.

  1. Navigate to the Recipients step of the Campaign Builder.
  2. Choose a list from the drop-down menu.
  3. Click the Saved or pre-built segment option, and choose an advanced segment.
  4. Continue through the Campaign Builder to the Confirm step.
  5. Click the blue Refresh segment link on the Pre-Delivery Checklist in the List section. It may take a moment for your segment to refresh.
    Screen of the List slat on the Pre-Delivery Checklist, with cursor clicking the Refresh segment link.
  6. After your segment is finished updating, continue sending your campaign.

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