Common Segmentation Combinations

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MailChimp offers many segmentation options, so you can target the right subscribers for your message. There are endless possibilities when it comes to creating segments in MailChimp, but here are some commonly used combinations for certain segmenting tasks.

Automation Activity

Paid account holders who use Automation can use Automation report data to segment subscribers. Say you use Automation workflows to educate. You could segment for subscribers who already completed one of your courses, and who are also interested in other course subjects.

In this example, we'll pull a segment of subscribers who have completed an automated course, and who are interested in a few of your other available groups.

  1. Choose all from the Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to Automation Activity | completed workflow | choose workflow.
  3. Click Add condition.
  4. For the second condition, set the drop-down menus to Group: XYZ | one of | hold CTRL or CMD and click to choose multiple options. In this example, since the subscriber has completed the course about dogs, we'll see if they're interested in learning more about either cats or iguanas.

Subscribers match all with two options selected, Automation Activity and Groups

Subscriber Data

Update Subscriber Profiles

To keep your list fresh, you can ask your subscribers to update their profile information. Your most recent and more engaged subscribers may have already provided the data you want, so you don't necessarily need to send this type of campaign to them.

In this example, we'll pull a segment of subscribers who joined your list more than six months ago, and who have a low member rating of one or two.

  1. Choose all from the Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to Member rating | is less than | 3 stars.
  3. Click Add condition.
  4. For the second condition, set the drop-down menus to Date added | is before | a specific date, and use the date picker to choose a date six months before today.

Subscribers match all with two options selected, Date added and Member Rating

Remind Subscribers About Groups

You can target campaign content to subscribers who are interested in certain topics. But if you've added new groups to a list, or you aren't reaching lower-rated subscribers, you could ask them to join some groups.

In this example, we'll pull a segment of subscribers who either have a low member-rating or who aren't listed in any group.

  1. Choose any from the Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to Group: XYZ | none of | hold CTRL or CMD and click to choose all options.
  3. If you have multiple groups in your list, click Add condition and repeat Step 2 until all of your groups and group options are added.
  4. Click Add condition.
  5. For the second condition, set the drop-down menus to Member rating | is less than | 3 stars

Subscribers match any with four options selected, No groups and low member rating.

Segment by Email Domain

If you wanted to promote a product to students and faculty, you could segment your list by subscribers with .edu email addresses. This could also be done with employees at a particular company, using their "company.com" domain.

In this example, we'll pull a segment of subscribers with mailchimp.com email addresses.

  1. Choose all from the Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to Email Address | ends with | type "mailchimp.com" in the field.

Subscribers match any with only one option selected: Email Address - Ends With.

Campaign Activity

Follow Up After Last Campaign

If you sent a campaign and didn't get the response you expected, you could send a follow-up campaign to the subscribers who didn't open the campaign.

In this example, we'll pull a segment of subscribers who received your last campaign but did not open it.

  1. Choose all from the Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to Campaign Activity | was sent | choose your last campaign.
  3. Click Add condition.
  4. For the second condition, set the drop-down menus to Campaign Activity | did not open | choose the same campaign.

Subscribers match all with two options selected, Campaign Activity was sent but did not open.

Related Content for Local Residents

If you have subscribers all over the world, some of your messages may vary based on your subscribers' locations. Use a location condition with campaign activity to find subscribers who might be interested in similar content in a geographical area.

In this example, we'll pull a segment of subscribers who opened a specific, related campaign, and who live within 25 miles of a target area. We'll use New York, NY, as the example location.

  1. Choose all from the Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to Campaign Activity | opened | choose campaign.
  3. Click Add condition.
  4. For the second condition, set the drop-down menus to Location | is within | 25 miles of | New York, NY, USA.
  5. Click Validate Location to get an accurate point on the map.

Subscribers match all with two options selected, Campaign Activity and Location.

E-commerce and Web Activity

Special Offers for VIPs

If you're using MailChimp's VIP tag, you segment subscribers using that tag. Mix the VIP tag with purchase date, Goal activity, signup date, or other conditions to create a segment of VIPs with the behavior you're looking for.

In this example, we'll pull a segment of subscribers who are VIPs and who have spent a certain amount of money on products from a particular e-commerce product category.

  1. Choose all from the Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to VIPs | is a member of.
  3. Click Add condition.
  4. For the second condition, set the drop-down menus to Category Purchased | is | choose e-commerce category.
  5. Click Add condition.
  6. For the third condition, set the drop-down menus to Spent (Total) | more than | type dollar amount.

Subscribers match all with 3 options selected, VIPs, Category Purchased and Spent (Total).
Follow Up with Subscribers Who Didn't Purchase

Segments work with MailChimp integrations, too. You can target some important groups by combining Goal and e-commerce data.

In this example, we'll pull a segment using a "have not" variable to find people who visited a product webpage with Goal enabled, but did not purchase the item.

  1. Choose all from the Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to Goal Activity is | type URL of your product page.
  3. Click Add condition.
  4. For the second condition, set the drop-down menus to Product Purchased | is not | choose product.

Subscribers match all with two options selected, Goal Activity and Product Purchased.
Other ideas of using e-commerce data to build segments include:

  • Online signups without purchase
    Combine Signup Source with Purchase Activity to find subscribers who signed up to your list online but haven't purchased anything yet.
  • Site visit and purchase in timeframe
    Combine Goal Activity, Product Purchased, and Purchase Date to segment for subscribers who visited a Goal URL and purchased a particular item before or after a campaign was sent, or a specific date on the calendar.
  • Purchase type and amount
    You'll find a few purchase-related segmentation options, as well as several ways to filter for amount spent. For example, combine Category Purchased and Spent (Total) to find subscribers who have invested in certain types of products.

SurveyMonkey Activity

MailChimp's SurveyMonkey integration keeps track of some important data, like whether a subscriber has started or completed a particular survey. Combine campaign activity and SurveyMonkey activity to pinpoint subscribers who may have received a survey campaign and started it, but haven't finished.

In this example, we'll combine three conditions to pull a segment of subscribers who were sent a campaign with your SurveyMonkey link, started the survey, but have not completed it yet.

  1. Choose all from Subscribers match drop-down menu.
  2. For the first condition, set the drop-down menus to Campaign Activity | was sent | choose SurveyMonkey campaign.
  3. Click Add condition.
  4. For the second condition, set the drop-down menus to SurveyMonkey activity | started survey | choose survey.
  5. Click Add condition.
  6. For the third condition, set the drop-down menus to SurveyMonkey activity | not completed survey | choose same survey.

Subscribers match all with 3 options selected, Campaign Activity, Survey Monkey Activity started but not completed.

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