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Segments

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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

Select Lists & Contacts from your Simplero Dashboard
Select the Segments tab
Click the blue + Create a segment button located in the upper right corner
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.)
Once you've decided that then select which list, broadcast, product etc.
Click the blue Save button and this will start populating all the contacts for that segment
Repeat step 4 until everyone you want to include is listed.

Optional stop point

If you are looking to exclude a group of contacts, click the white Add... button under the Exclude section
Complete each drop down that appears to select the list, broadcast, tag, etc that you want to exclude and click the Save button
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:

Select Lists & Contacts from your Simplero Dashboard
Select the Segments tab
Create your segment or select your segment from the list
Select the white Perform action... button from the top action menu
The Perform an action pop-up screen will open
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:

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

Select Lists & Contacts from your Simplero Dashboard
Select the Segments tab
Create your segment or select your segment from the list
Select the white Send broadcast button from the top action menu

Option 2:

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

Select Lists & Contacts from your Simplero Dashboard
Select the Segments tab
Select your segment from the list by clicking the box next to the segment name
Then click the Wrench icon in the far right side of the segment name
Enter your new Name for your segment
Then click the blue Save changes button

Option 2:

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

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