How to Combine/Exclude Segments from a Campaign
When starting a new campaign, the first step is to identify your target audience. You can select one or more lists/segments to send to from your email list. In order to control who you want to send to, you can use AVADA to combine or exclude any number of lists or segments from your campaign send, for example:
You want to avoid sending to subgroups of people that are not interested in a specific campaign's content, or think they may engaged better with a different type of personalized message through another campaign.
You want to avoid sending to unengaged subscribers when you are creating an evergreen newsletter campaign since these unengaged recipients can harm your sender's reputation.
Another use is when you use segmentation to send a similar campaign to different groups of target audience. When they overlap, you can combine the segments and make sure they don't receive multiple or duplicative messages.
In this guide, let's see how you can do that in AVADA. In either combining or excluding segments from a campaign send, you need to go to the final step of creating a campaign, which is the Ready step. Then, scroll down to the Who to send this newsletter section and follow the guide below.
By default, newsletter campaign will be sent to all of your subscribers. To specify which segments to send it to, this section is where you can customize the recipients.
IMPORTANT NOTE: If you put the ALL option in the line _"Send email to contacts belong to ALL segments below", then contacts must meet all segments to be sent. If you choose ANY, the campaign will get sent when one of the segment is met.
Click on the Add segment button, and you will see the option in the image above.
Choose In in the dropdown like in the image. This lets you choose recipients inside a segment to send to.
You can select multiple segments, you will see the "or" between them. Click on the checkmark button to save your segment selection.
You should see the number of recipients for each segments, notifying you of how many subscribers you are sending the campaign. When the names of segment are all green, you know that you have successfully combined many segments and lists for the campaign.
For example, I wanted to create a newsletter campaign about sale off for my subscribers and contacts who have purchased in the last 30 days, so I selected these two segments. You can see result in the image below.
After that, I just need to click the Finish button and my campaign will go to these two segment. Note that if there are suppressed profiles in these segments, AVADA will automatically skip them.
Related: How to Send a Campaign to Multiple Segments (Include/Exclude)
To exclude lists or segments from your campaign, follow these steps:
Click on the Add segment button, select Not in from the dropdown selection.
You can start selecting segments to exclude from your campaign, the choosing method is the same as the combining.
You will see the "or" between each segment, then click on the checkmark button to save your segment selection
Now, AVADA has excluded these segments from your campaign.
You won't notice a significant difference between the predicted recipient count and the number of members in the included lists if none of the lists you've selected to exclude contain any receivers who are also on lists you've chosen to include.
And, again, if you choose ANY, you may miss out some recipients to exclude since the campaign will get sent once one of the segment condition is met when this is selected.
For example, I want my sale off newsletter above to avoid Gmail subscribers and non subscribers since I think they can decrease the open rate and harm my sender reputation. You can see the number of recipients below. Note that the number of recipients can change depend on the sending time.
Tip: You can also have bot In and Not in segment to better filter out your target audience. For example, you can set up a campaign for your VIP customers and exclude any customers that haven't spent over $1000.
You want to avoid sending to subgroups of people that are not interested in a specific campaign's content, or think they may engaged better with a different type of personalized message through another campaign.
You want to avoid sending to unengaged subscribers when you are creating an evergreen newsletter campaign since these unengaged recipients can harm your sender's reputation.
Another use is when you use segmentation to send a similar campaign to different groups of target audience. When they overlap, you can combine the segments and make sure they don't receive multiple or duplicative messages.
In this guide, let's see how you can do that in AVADA. In either combining or excluding segments from a campaign send, you need to go to the final step of creating a campaign, which is the Ready step. Then, scroll down to the Who to send this newsletter section and follow the guide below.
How to combine segments in a campaign
By default, newsletter campaign will be sent to all of your subscribers. To specify which segments to send it to, this section is where you can customize the recipients.
IMPORTANT NOTE: If you put the ALL option in the line _"Send email to contacts belong to ALL segments below", then contacts must meet all segments to be sent. If you choose ANY, the campaign will get sent when one of the segment is met.
Click on the Add segment button, and you will see the option in the image above.
Choose In in the dropdown like in the image. This lets you choose recipients inside a segment to send to.
You can select multiple segments, you will see the "or" between them. Click on the checkmark button to save your segment selection.
You should see the number of recipients for each segments, notifying you of how many subscribers you are sending the campaign. When the names of segment are all green, you know that you have successfully combined many segments and lists for the campaign.
For example, I wanted to create a newsletter campaign about sale off for my subscribers and contacts who have purchased in the last 30 days, so I selected these two segments. You can see result in the image below.
After that, I just need to click the Finish button and my campaign will go to these two segment. Note that if there are suppressed profiles in these segments, AVADA will automatically skip them.
Related: How to Send a Campaign to Multiple Segments (Include/Exclude)
How to exclude segments from a campaign
To exclude lists or segments from your campaign, follow these steps:
Click on the Add segment button, select Not in from the dropdown selection.
You can start selecting segments to exclude from your campaign, the choosing method is the same as the combining.
You will see the "or" between each segment, then click on the checkmark button to save your segment selection
Now, AVADA has excluded these segments from your campaign.
You won't notice a significant difference between the predicted recipient count and the number of members in the included lists if none of the lists you've selected to exclude contain any receivers who are also on lists you've chosen to include.
And, again, if you choose ANY, you may miss out some recipients to exclude since the campaign will get sent once one of the segment condition is met when this is selected.
For example, I want my sale off newsletter above to avoid Gmail subscribers and non subscribers since I think they can decrease the open rate and harm my sender reputation. You can see the number of recipients below. Note that the number of recipients can change depend on the sending time.
Tip: You can also have bot In and Not in segment to better filter out your target audience. For example, you can set up a campaign for your VIP customers and exclude any customers that haven't spent over $1000.
Updated on: 16/08/2021
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