Save and Manage 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 subscribers in the segment, and send campaigns to those subscribers.

Find out which method of creating a segments works best for you: import a file, paste a list, or search by special criteria. Most of these options are available in both the View Subscribers table of your list and the Recipients step of the Campaign Builder.

In this article, you'll learn the different ways to create segments, and we'll show you how to build them in the Lists section of your account.

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.

Use Conditions to Save Segment

MailChimp offers numerous segmentation conditions, like subscriber data, campaign activity, and purchase activity.

To use conditions to create and save a segment in 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 Create A 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 segment conditions.
  5. When you're satisfied with your segment, click Save as Segment.
  6. In the Save Segment 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.

To paste addresses to create a saved segment, 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 Static tab.
    Screen of the Segments drop-down with options for Auto-update and Static, with cursor clicking Static.
  4. Click the Upload a CSV or paste in a list of emails link.
    Click the or create a segment from a list of emails option
  5. Type in a name for your segment.
  6. Click the Paste email addresses radio button.
  7. Paste the addresses in the email address field. Email addresses can be separated by a comma, tab, semicolon, or line break. This field has a maximum input of 40,000 lines.
    Paste in subscriber email addresses
  8. 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.
  9. Click Save Segment.

Import Addresses to Save Segment

You can also build a static segment with a CSV file. If you query your CRM database to pull a targeted group of subscribers, you can import that file directly to MailChimp as a saved segment.

Keep in mind that you can only add a subscriber to a segment if they're already on your MailChimp list, so this doesn't replace the list import feature. Any segment created with this method will be static and can't be changed after you create it.

To build a static segment with a CSV or other tab delimited text file, 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 Static tab.
    Screen of the Segments drop-down with options for Auto-update and Static, with cursor clicking Static.
  4. Click the Upload a CSV or paste in a list of emails link.
    Click the or create a segment from a list of emails option
  5. Type in a name for your segment.
  6. Click the Import email addresses radio button.
  7. Click Browse to choose the CSV or tab delimited text file you want to import into your segment.
  8. Click Save Segment.
    Screenshot of saving an imported 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.

To access a saved segment, follow these steps.

  1. Navigate to the Lists page.
  2. Click the drop-down menu for the list you want to work with, and choose Manage subscribers.
  3. Click Segments.

On this page, you can view and sort all saved segments, edit the segmentation criteria for dynamic segments, or use a segment's drop-down menu to Send To a specific segment.

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. 

To delete a saved segment, follow these steps.

  1. Navigate to the Lists page.
  2. Click the drop-down menu for the list you want to work with, and choose Manage subscribers.
  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 Are you sure? pop-up modal, click Delete to confirm.

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