Create an Advanced Segment

Before You Start

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

• Before you add segments, make sure you're familiar with regular list segmentation, and Advanced Segmentation.
• Before you can create segments, you’ll need to have a MailChimp list set up.
• Advanced segments do not automatically update, so you’ll need to manually update them if you want to refresh your subscriber count.
• Advanced segments aren't available to send to in automation emails or RSS campaigns.
• Advanced segments don't take blank fields into consideration like regular segments do. For example, if you wanted to pull subscribers who do not live in the state of Georgia, the system would return subscribers who had a value other than Georgia in the state field, but would not return subscribers with no value in the state field.

Add an Advanced Segment to a List

To add segments to a 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 the Advanced tab.
   
4. Click Create a new segment.
5. Type the name of your segment in the Advanced segment name field.
6. On the top-level group, click the any drop-down menu and choose whether subscribers need to meet any or all of the condition groups in your segment. The any/ all logic for the top-level group applies to all subsequent condition groups in your segment.
   
7. Click Add to add the first condition to the top-level group.
8. Use the drop-down menus to replace the default criteria with the criteria you want to use for your condition. Your condition will save automatically.
   
   Conditions that include text fields work like tags, so you can assign any/ all logic to the terms in the text field to allow you to combine similar criteria in one condition. In this example, we use a single condition and any logic to segment subscribers who live in Iowa or Wisconsin.
9. To add more conditions to the top-level group, click Add. To add additional condition groups, click Add group.
   
   To add conditions to a group that is not the top-level group, click Add to group.
10. As you build your segment, click Refresh Count at the top of the page to see the number of subscribers that match your current conditions. To delete individual conditions, click the Minus icon next to the condition you want to delete. To delete a group of conditions, click Remove group next to the group you want to delete.
11. When you're done, click Save And View Segment.
    

Your segments will appear on the Advanced tab in your list’s Segments menu. To delete a segment, click Delete, and then click Delete in the confirmation pop-up modal.

Refresh an Advanced Segment

If you’ve created an advanced segment you’d like to send to over time, you can refresh the subscriber count for your segment from the Segments menu in your list, or from the  Confirm step of the Campaign Builder. 

From the List's Segments Menu

To refresh and advanced segment and see its updated subscriber count from inside 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 the Advanced tab.
   
4. Click the name of the advanced segment you want to update.
   
5. Click Rerun.
   

From the Campaign Builder

To refresh an advanced list segment and see its updated subscriber count from the Campaign Builder, follow these steps. Advanced segments aren't available in RSS campaigns or automation emails.

1. Navigate to the Recipients step of the Campaign Builder.
2. Choose the list you want to send to.
3. Click the Send to a saved segment option, and choose the advanced segment you want to send to from the drop-down menu.
   
4. Continue through the Campaign Builder to the Confirm step.
5. Click the blue Refresh segment link on the Pre-Delivery Checklist in the List section. It may take a moment for your segment to refresh.
   
6. After your segment is finished updating, continue sending your campaign.