Segments

Sometimes we need to see a segment of people in our contacts that are not on a single list or in a single product. For example, if I want to sell a product to a list but want to see how many people are on my list but have not purchased the product. Or maybe you want to see the group of people in your newsletter who have shown interest in a product by clicking on the sales link that you sent over a series of emails. We can do this in Simplero through the segments feature. 

Please note we do not recommend emailing segments as there is the potential for someone to then receive an email after they have unsubscribed depending on how the segment is calculated. 

Creating a Segment

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Segments tab
  3. Click the blue + Create a segment button located in the upper right corner

    Create_a_segment_button
  4. In the Include section, click the white Add... button and choose where you are collecting these contacts from (e.g. a list, broadcast, product, auto-response, automation, space, etc.)

  5. Once you've decided that then select which list, broadcast, product etc.
  6. Click the blue Save button and this will start populating all the contacts for that segment

    Populating_contacts_for_segment
  7. Repeat step 4 until everyone you want to include is listed.

Optional stop point 

  1. If you are looking to exclude a group of contacts, click the white Add... button under the Exclude section

    Create_a_new_segment_.png

  2. Complete each drop down that appears to select the list, broadcast, tag, etc that you want to exclude and click the Save button

  3. You should now see a list of everyone in the segment. 

Performing an action for your Segment:

You have 2 options for performing an action to a segment.

Option 1:
    1. Select Lists & Contacts from your Simplero Dashboard
    2. Select the Segments tab
    3. Create your segment or select your segment from the list
    4. Select the white Perform action... button from the top action menu

      Segment_Perform_action
    5. The Perform an action pop-up screen will open

      Perform_action_trigger_screen
    6. Click the drop-down list in each field to select the action you want to be performed for this segment and then click the Go do it! button

Option 2:
    1. Select Lists & Contacts from your Simplero Dashboard
    2. Select the Segments tab
    3. Select your segment from the list by clicking the box next to the segment name

      Select_segment_with_lightning_bolt
    4. Then click the lightning bolt icon in the far right side of the segment name

Send an Email to a Segment

You have 2 options for sending a broadcast to a segment from the segment screen.

Option 1:
  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Segments tab
  3. Create your segment or select your segment from the list
  4. Select the white Send broadcast button  from the top action menu

    Segment_vis_Send_broadcast_button

Option 2:

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Segments tab
  3. Select your segment from the list by clicking the box next to the segment name

    Segment_via_send_email_icon
  4. Then click the Envelope icon in the far right side of the segment name

Note: When sending an email to a segment, the system does not recognize if someone has unsubscribed to a list, you will want to be sure to exclude the people who have unsubscribed from a list or canceled their purchase for the groups you included so that you don't unintentionally email someone. 

Rename a Segment

Option 1:
  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Segments tab
  3. Select your segment from the list by clicking the box next to the segment name

    Rename_Segment_via_Wrench_icon
  4. Then click the Wrench icon in the far right side of the segment name
  5. Enter your new Name for your segment

    Enter_new_Segment_name
  6. Then click the blue Save changes button

Option 2:

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Segments tab
  3. Hover over and click the Segment name you want to rename
  4. Select the white Rename button from the top menu

    Enter_new_Segment_name
  5. Enter your new Name for your segment and click the OK button
     

Conditional Segments

Sometimes we need to create conditional segments. Such as I want to know the people who have purchased both products A and B. Versus people who purchased either product A or B. Currently Simplero is not set up for conditional segments like this with a single button click, but don't worry it can still be done! This guide will show you how. 

  1. You are going to create a tag for each condition item you want. So in the example, above we would create 2 tags. The first tag for this purpose we will call "Purchased A" and the second "Purchased B"
    • An example Tag would look like this:

      Tags_Purchased_A_and_B
  2. Create your first segment (follow the instruction above on how to create a segment).
  3. Set it up to only include the people who have purchased Product A and click Save

    Segment_for_Product_A
  4. Go back to your Segment list and select the first segment you created
  5. At the top of that first Segment screen, select the Perform an Action button, choose the action Add a tag, select the tag you've created for "Purchased A" and click the Go do it! button (Your action will be performed in the background)

    Perform_action_for_Segment_Product_A
    Perform_Action_Tag_Purchased_A
  6. Create your second segment (follow the instruction above on how to create a segment).
  7. Set it up to only include the people who have purchased Product B and click Save

    Segment_for_Product_B
  8. Go back to your Segment list and select the second segment you created
  9. At the top of that second Segment screen, select the Perform an Action button, choose the action Add a tag, select the tag you've created for "Purchased B" and click the Go do it! button (Your action will be performed in the background)

    Perform_action_for_Product_B
    Perform_action_for_Product_B_001.png
  10. Now Perform another action to these two Segments. This time the action will be to Remove a tag

    • Go back to your Segment list and select the first segment you created
    • At the top of that first Segment screen, select the Perform an Action button, choose the action Remove a tag, select the tag you've created for "Purchased A" and click the Go do it! button (Your action will be performed in the background)

      Perform_action_for_Segment_Product_A

      Remove_Tag_Purchased_A

    • Go back to your Segment list and select the second segment you created
    • At the top of that second Segment screen, select the Perform an Action button, choose the action Remove a tag, select the tag you've created for "Purchased B" and click the Go do it! button (Your action will be performed in the background)

      Perform_action_for_Product_B

      Remove_Tag_Purchased_B
  11. What this will do is remove that tag from anyone in product B who has also purchased Product A. This is because if the tag isn't there already nothing will happen to that contact, so the ones who have only purchased Product B will not have a tag removed and will be left untouched. 

  12. Lastly, you are going to create one last segment. This time you will include everyone who has Purchased Product A and everyone who has Purchased Product B. Then you will exclude anyone who has the tag "Purchased A" and exclude anyone who has the tag "Purchased B" (So as to exclude the people who have only purchased 1, because they will have one of those tags)
    • An example Segment would look like this:

      Last_Segment_sample

What you are left with is the people who have purchased both Product A and Product B.