Send to Groups in Your List

This feature requires Manager user level or higher.

Use groups in your list to send targeted campaigns to subscribers who have common interests. To do this, you'll create a segment based on group data, and send to that segment.

In this article, you'll learn how to create and send to a segment based on group data in your list.

Before You Start

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

  • To complete this process, you need to have a list with groups set up.
  • Make sure you're familiar with groups and segments. Subscriber groups are stored as data fields in your list, just like other subscriber data you use to create segments.

Create a Segment Based on Group Data

  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 Create a new segment.
    New Segment button.
  4. Click the first drop-down menu and choose a group from the available group titles under the Groups heading.
    Segment drop-down menu with Groups highlighted.
  5. Click the second drop-down menu and choose whether to send to subscribers who are in one of, all of, or none of the group names.
    Example segment build with group title Students and criteria as One Of.
  6. Click the name of the group you want to send to.
    Example of segment with Freshmen selected as the Group Name for the Group Students.
    If you want to send to more than one group, click and hold CMD or CTRL to select more than one group name.
  7. Click Preview Segment to see the subscribers who match your criteria.
  8. Click Save as segment to confirm your subscriber segment, or click Edit to make changes.
    Save segment button on View Subscribers page.
  9. Type a name for your segment, and click Save.
    Pop-up modal to name segment.
    The Auto-update box is selected by default to create a dynamic segment that will add subscribers to the segment as they meet the conditions. To create a static segment, uncheck the Auto-update box before you save your segment. After you've saved your segment, you're ready to send to your subscribers.

Send to Your Segment

To send to your saved segment, follow these steps.

  1. Navigate to the Campaigns page, and click Create Campaign.
  2. Choose the type of campaign you want to create.
  3. On the Recipients step, click Saved or pre-built segment and choose the segment you want to work with.
  4. Continue through the Campaign Builder to send or schedule your campaign.

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