Create and Send to a Segment

This feature requires Manager user level or higher.

Segmentation is a powerful tool that filters subscribers with similar list field data, group preferences, e-commerce activity, or subscriber information. Use segmentation to view subscribers and send them campaigns or Automation workflows based on their interests, purchases, and other criteria they have in common.

In this article, you’ll learn how to create simple and complex segments, and how to send a campaign to a segment from either your list or the Campaign Builder.

Before You Start

  • To use segments, you must first create a list in your account.

  • Standard segmentation combines up to five conditions and is included with all MailChimp plans. Upgrade to MailChimp Pro to create advanced segments, which support multiple, nested conditions.

  • As a shortcut to targeted sending, we offer a selection of pre-built segments on the Recipients step of the Campaign Builder. To learn more, read About Pre-Built Segments.

Create a Segment

From the Lists page, you'll be able to create and view simple and complex segments, and save the segment for later use.

To create a segment from a list in your account, follow these steps.

Create A Simple Segment

In this example, we'll create a simple, one-condition segment of subscribers who were added to the list after the most recent campaign was sent.

  1. Navigate to the Lists page and click the name of the list you want to work with.
  2. Click the Segments drop-down menu, and click Create a new segment.
    Cursor clicks Create a new segment.
  3. Set the drop-down menus to Date Added | is after | last campaign was sent.
    Cursor clicks to set last campaign was sent condition.
  4. Click Preview Segment.
  5. Click Edit to make any changes. When you're satisfied, click Save as Segment.
  6. In the Save Segment pop-up modal, input a descriptive name for the segment and click Save.
    Cursor clicks Save Segment in the pop-up modal.

Check the Auto-update box if you want MailChimp to update your segment when new subscribers meet the conditions you've set.

To create a simple segment while you're building a campaign, navigate to the Recipients step in the Campaign Builder. Choose Group or new segment, and complete Step 3.

Create a Complex Segment

Complex segments allow you to combine up to five conditions to to identify specific subscriber sets in your list. When you combine segmentation criteria, pay special attention to the Subscribers match drop-down menu.
Screenshot of subscribers match drop-down menu.

Any pulls subscribers who meet any one of the conditions you choose, and can be thought of as "or."

All pulls only subscribers who meet the combination of conditions you choose, and can be thought of as "and."

In this example, we'll create a complex segment of subscribers who are both members of a specific group, and who joined the list after a certain date.

  1. Navigate to the Lists page and click the name of the list you want to work with.
  2. Click the Segments drop-down menu, and click Create a new segment.
  3. To make sure MailChimp pulls subscribers who fit both conditions you enter, click the Subscribers match drop-down menu and choose all.
    Cursor clicks the match drop-down menu and chooses "all."
  4. For the first condition, set the drop-down menus to Group category | is one of | group name. If you want to send to more than one group, hold CMD or CTRL and click to choose more than one group name.
    Cursor clicks students from the drop-down menu.
  5. Click Add Condition.
  6. For the second condition, set the drop-down menus to Date Added | is after | a specific Date. In the date field after the condition, type in your date choice.
    Screenshot of segmentation condition.
  7. Click Preview Segment.
  8. Click Edit to make any changes. When you’re satisfied, click Save as Segment.
  9. In the Save Segment pop-up modal, input a descriptive name for the segment and click Save.

After you’ve saved your segment, send a campaign from your list or choose the segment in the Campaign Builder.

To create a complex segment while you’re building a campaign, navigate to the Recipients step in the Campaign Builder. Choose Group or new segment, and complete Steps 3–6.

Send to a Segment

When you’re ready to send a campaign to the segment you created, you’ll be able to start from a list in your account or from the Campaign Builder.

Send From Your List

  1. Navigate to the Lists page and click the name of the list you want to work with.
  2. Click the Segments drop-down menu and click the name of the segment you created.
  3. Click the More drop-down menu and choose Send a Campaign.
  4. Select the type of campaign you want to send, and continue through the Campaign Builder.
    Screenshot of campaign type screen.

Send From the Campaign Builder

  1. Navigate to the Campaigns page. Create a new campaign, or click the name of the campaign you want to work with.
  2. On the Recipients step, click Saved or pre-built segment and choose the segment you created. If you want to create a new segment, click  Group or new segment.
  3. Click Next and continue through the Campaign Builder.

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