Advanced Segmentation With Additional Rules And Criteria

In my last post, I looked at the basics of creating a segment. In this post, I’ll be describing how to create more complex segments that incorporate multiple rules and criteria.

Logically Speaking

Creating a basic segment is easy enough. If you want to create a segment of contacts who opened a message, the process to do this is pretty straight forward. But what if you wanted to create a segment of contacts who clicked on a link or converted more than $100 in a specific message, and appear on a certain list. Wow! That may seem like one crazy segment, but it’s really not all that difficult to create. As with all segments, it’s best to think of the segment you want to create in terms of a sentence. Once you do that, you can break the parts of the sentence down into individual parts. So let’s deal with first part of the sentence, “contacts who clicked on a link or converted more than $100 in a specific message.”

Adding Multiple Criteria

To accomplish the first part of our segment, we need to add multiple criteria. Our first criteria will be “contacts who clicked on a link”.

From here, we can add additional criteria to handle “or converted more than $100″. To add additional criteria, click Add Additional Criteria

Adding Additional Rules

To deal with the last part of the segment, “and appear on a certain list”, we need to add an additional rule. To add an additional rule, click Create new rule. Once we do that, a new rule will appear and you can complete the last part of the segment.

Switching Up The Logic

Let’s say you wanted a segment of “contacts who clicked on a link and converted more than $100 in a specific messages, or appear on a certain list”. In order to create this segment, you would need to switch up the logic used to create the segment by clicking the Select contacts who match one or more of the rules described below radio button.

When you click this radio button, the logic (the and and or) will be switched.

Segments are an incredibly valuable tool that allow you to send highly targeted messages to your contacts. Although it may seem daunting at first, I think you’ll find that creating more advanced segments is not all that difficult! Drop us a line in the comments section below if you have any additional questions.

John Gunther
Technical Writer/eLearning Specialist at Bronto
Editor of Brontoversity

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Tagged as: advanced segments, email segmentation, segments