How to Send an Email Campaign Using Segmentation

What is Segmentation?

Segmentation is an email marketing strategy of dividing subscribers into groups based on their similar age, interests, needs, actions, etc. Segmentation helps increase the open rate and click-through rate of email campaigns

Email list segmentation results

Data necessary to segment your audience is typically collected via subscription forms. Here are the most popular segmentation criteria:

Segmentation type  Usage
Gender For relevant offers,e.g., tires and hardware form men; cosmetics for women
Age For offers such as "Student Loans" or "Sightseeing Bus Tours for Seniors."
Location "New collection of parkas" for Northern territories and "Water-efficient sprinkler systems" for dry and hot Southern regions.
Occupation "Financial legislation digest" for bookkeepers or "CCTV innovations" for security professionals.
Contents preferences Offer the most interesting articles and tips: news digest, discounts, videos.
Actions in a campaign and on a website To motivate active subscribers and to reactivate those who stopped reading your emails.
Registration date For targeted offers such as "It’s been a year since you joined us, so please take advantage of this 20% off coupon."
Number of emails opened and click-throughs To send VIP deals to the most active subscribers or reactivation emails to those who stopped opening emails long ago.

Start with creating a mailing list that contains information subscribers provide when filling in the subscription form on your website. The more client information you collect, the more detailed segmentation, thus more relevant mailing campaign you will be able to arrange. Here is how Nike gathers information that can be used for segmentation:

Example of segmentation

How to Create a Segment of Recipients

Segments are created in mailing lists. Open the mailing list you need and switch to the "Segments" tab.

Click the "Add segment" button.

Adding a new segment

In the pop-up window that opens, specify conditions for segmentation.

For example, you have a special offer for all your subscribers named Robert.

Select the "Name" variable as a segmentation criterion.

Then set the condition to "contains."

Put "Robert" into the third field.

The primary segmentation condition is ready. Click "Apply" to save it.

Segmentation by name

But some Roberts could input their short name during the subscription. To send your offer to all the Roberts, including those who subscribed as Robs, add the sub condition "or" for the segment.

Adding a subcondition

Again set the condition to "contains."

Put "Rob" into the third field.

Click "Apply" to save the segment.

A main condition and a subcondition

Name and save the segment.

Saving a segment

Note that some segmentation parameters are available only for paid plans users.

Some segmentation parameters can be applied after statistics on your campaigns are collected.

How to Send a Campaign to a Segment

Start creating a campaign.

Select a mailing list.

Select the "Use segmentation" option.

The segmentation option

Select an existing segment or create a new one in the drop-down list that appears after you select the "Use segmentation" option.

Selection of a segment

Finish creating the campaign and send it. The campaign will be sent to email addresses from the selected segment.

Segmentation Examples

Segmentation by the "Email: domain part" criterion

For example, you need to select clients who use @gmail accounts. Use the following segment settings:

Email: domain part → contains → Gmail

Segmentation by a domain part of an email address

Segmentation by the "Email: local part" criterion

Part of an email address before the @ sign is called local. Often the local part of an email indicates a department a subscriber works at. 

"Sales" most likely indicates the sales department, "marketing" — the marketing department, and "CEO" usually belong to the chief executive officer. Considering that, you can send different content to subscribers with various jobs.

Set up the following segmentation rule to send a campaign to people working in the sales department:

Email: local part → contains → sales

Segmentation by a local part of an email address

Segmentation by the "Email: date added" criterion

Segmenting subscribers by subscription date allows you to form loyalty programs based on how long a subscriber has been with you. For example, if you want to give a discount on a subscription anniversary, set up the following condition:

Email: date added → equal → specify the date

Segmentation by a subscription date

Also, segmentation by subscription date can be handy to work with new subscribers, who tend to open emails more actively, compared to older subscribers.

Segmentation by the "Did not open recent emails" Criterion

You can generate a list of subscribers who didn’t open a campaign. Probably the subject didn’t catch their attention. Try sending it at different hours or experiment with a subject and a preheader.

To create such a segment of subscribers, set the following condition:

Did not open recent emails → select a campaign in the drop-down list

Segmentation by subscriber actions

Segmenting a mailing list narrows down your audience, but it is indeed the goal. Having generated several segments, you can provide more relevant emails for subscribers. SendPulse offers plenty of segmentation options. You need to collect personal details via a subscription form, and SendPulse will provide statistics on subscribers' actions.

Go to mailing lists and start segmenting them

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