How to Use Saved Segments

This feature requires Manager user level or higher.

When you create a segment in your MailChimp list to target specific subscribers, you can view or export the segment, and send campaigns to those subscribers. Saved segments can also help paid account users discover similar subscribers in your list.

Below, you'll find information on the different ways to save segments, and how to view, edit, and delete saved segments.

Use Conditions to Save Segment

Follow the steps below to use conditions to pull and save a segment in your list.

  1. Navigate to the Lists page.
  2. Click the name of the list where you want to create a segment.
  3. Click the Segments drop-down menu and click New Segment.
    Cursor hovers over the New Segment button.
  4. Choose your segment conditions, and click Preview Segment to view the subscribers in the segment. If the results aren't what you expected, click Edit to return to change your conditions.
  5. When you're satisfied with your segment, click Save Segment. If you're ready to send a campaign to this new segment, click the drop-down menu and choose Send To Segment. In this drop-down menu, paid account holders will see the option to Discover Similar Subscribers.

    Choose to send to the segment or to Discover Similar Subscribers

  6. In the pop-up modal, type in a name for your segment, and click Save.
    Name your segment

The Auto-Update option determines whether your segment will be created and saved once, or created and updated each time new subscribers join who match your criteria. Uncheck the Auto-Update box to save a static segment that only includes the segment's subscribers when you create it. Keep the Auto-Update box checked to update your segment before every campaign send.

Paste Addresses to Save Segment

If you have a list of certain subscribers, from your CRM, for example, you can paste in subscriber email addresses to create a saved segment. Any segment created with addresses you paste in will be static and can't be changed after it's created.

  1. Navigate to the Lists page.
  2. Click the name of the list where you want to create a segment.
  3. Click the Segments drop-down menu and click New Segment.
    Cursor hovers over the New Segment button.
  4. Click Or create a segment from a list of emails.
    Click the or create a segment from a list of emails option
  5. Type in a name for your segment, right-click in the Email addresses field, and paste the addresses. Email addresses can be separated by a comma, tab, semicolon, or line break.
    Paste in subscriber email addresses
    Choose whether to include or exclude the email addresses you pasted in. Include creates a static segment of just the addresses you provided, and exclude ignores the addresses you pasted in, to create a static segment of the other subscribers who remain in your list.
  6. Click Save Segment.

View and Edit Saved Segments

You can view any saved segment, but only segments that use Auto-Update can be edited. If a saved segment does not Auto-Update or was created by pasting in addresses, it's considered a static segment and can't be edited. Follow the steps below to access a saved segment.

  1. Navigate to the Lists page.
  2. Click the drop-down menu for the list and choose Manage subscribers.
    Choose Manage subscribers from the lists drop-down menu
  3. Click Segments.

On this page, you can view and sort all saved segments, edit the segmentation criteria, or use a segment's drop-down menu to Send To a specific segment. Paid account users may also Discover Similar Subscribers.

Delete a Saved Segment

Saved segments can be deleted when you no longer need them, and we won't delete those subscribers from your list. To use the segment again though, you'll have to recreate it. Follow the steps below to delete a saved segment.

  1. Navigate to the Lists page.
  2. Click the drop-down menu for the list and choose Manage subscribers.
    Select Manage subscribers from the list drop-down menu
  3. Click Segments.
  4. Check the box next to the segment you want to delete and click Delete. Click the checkbox next to the segment you to delete
  5. In the pop-up modal, click Delete to confirm.

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