Segments are groups of subscribers that are queried from your main list.
You can create ad-hoc segments for single a time use, or save and recall them at a later time.
In this article:
Segments allow you to group together subscribers that have things in common. For example, you might want to create a segment of subscribers that hold a common tag or email subscription.
Segments versus lists
Drip uses segments instead of lists, which you may be familiar with if you’ve used a basic email marketing tool before. Let’s take a look at how segments give you more power than a traditional list.
Segments are dynamic. This means that if the subscriber loses the criteria defined by the segment, the subscriber will automatically get removed from the segment. If a subscriber acquires the criteria defined by a segment, they will automatically get added to the appropriate segment.
Lists are static. A subscriber opts into a list, and if they don’t want to receive emails from that list anymore, they opt out of the list. Here are some common pitfalls when using lists:
- A subscriber’s email address could live on many lists in one email marketing account, so they could receive multiple emails from you.
- Instead of creating meaningful groups of subscribers based on who they are and what they’ve done, you are stuck looking at a pre-defined group of subscribers on one list.
Now, let’s take a look at how you can create your own segments.
Go to Subscribers > List:
Let’s say we want to see all subscribers sharing a common tag.
In that case, we would select “Tags” from the filter drop-down. Select “include” and enter the tag you would like to segment your subscribers by. Click Refresh and your account will only return subscribers that fulfill the filter criteria:
You can create more advanced segments as well. For instance, you might want to see any subscriber that has not made a purchase in the current calendar month.
That filter would return a segment of subscribers that have not made a purchase yet this month.
To save the segment, Click Save Segment and give it a descriptive name:
Go to the Subscribers tab, then the Saved Segments tab to revisit/edit your saved segments.
Now that you have a segment created, you can access it from within various features in your account.
In Broadcasts, you can set the email’s recipients to your saved segment under the Recipients tab:
To access your saved segments in Bulk Operations, select the Choose a segment of existing subscribers option in step one of the operation, then select any of your saved segments:
In Workflows, saved segments can be accessed in Decisions:
In the RSS-Email rule feature, you can choose saved segments as the feed’s recipients. Click the Change button to modify the feed’s recipients.