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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 Contacts from your Simplero Dashboard
  2. Select Segments from the dropdown menu
  3. Click the blue Create a segment button located in the upper right corner


  4. In the Include section, 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 the Sources (which list, broadcast, product etc.)
  6. Specify any additional Conditions for this member group
  7. Click the blue Add Member Group button and this will start populating all the contacts for that segment


  8. Click the white + Add include... button to add as many member groups as you would like and 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 exclude... button under the Exclude section


  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 Contacts from your Simplero Dashboard
    2. Select Segments from the dropdown menu
    3. Create your segment or select your segment from the list
    4. Select the Perform action... button from the top action menu


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


    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 Contacts from your Simplero Dashboard
    2. Select Segments from the dropdown menu
    3. Select your segment from the list by clicking the box next to the segment name


    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


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


  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 recognise 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 Contacts from your Simplero Dashboard
  2. Select Segments from the dropdown menu
  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


  6. Then click the blue Save changes button

Option 2:

  1. Select Contacts from your Simplero Dashboard
  2. Select Segments from the dropdown menu
  3. Click the Segment name you want to rename
  4. Select the white Button with three white dots in the top right corner of the page and choose Rename from the dropdown menu


  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 Add Member Group


  4. At the top of that first Segment screen, select the Perform 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)



  5. Create your second segment (follow the instruction above on how to create a segment).
  6. Set it up to only include the people who have purchased Product B and click Update Member Group


  7. At the top of that second Segment screen, select the Perform 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)




  8. 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 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 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)




  9. 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. 

  10. 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:


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

Last updated 24 Aug 2020.