How to select segments for your workflows and campaigns?
Segmentation helps you group your contacts into appropriate lists to take care of them better and send more relevant messages.
This article guides you on how to select segments for your emails
Learn how to create segments here: https://help.avada.io/help/how-to-create-segments-on-contact-list/
Step 1: From the App Dashboard > Campaigns > New Campaign
Step 2: Complete the setup for Template and Content and click Next to access the last step Ready as shown below:
Step 3: Add segment
- Click Add segment
- Select ALL, the email will be sent when the conditions of the segments simultaneously are satisfied
- If you select Any, the email will be sent when one of the conditions of the segment is met
- Click Add segment and select segment
- Select the condition as In or Not in
- Select the In condition. The email will be sent to the contact list of the segment
- Selecting Not in the email will be sent to the contact, not in the segment's contact list
- Check the segment
After selecting a segment, click this icon to save the selected segments
It is possible to choose multiple segments for a campaign. However, please pay attention when choosing because email campaigns will only be sent to cases that satisfy the conditions of the segments
After completing the conditions, choose Save and Next to continue finishing the campaign
Notice: Each automation workflow has the original trigger. Please consider if your segment condition is necessary or not.
For example, new subscribers will auto enter the welcome email workflow as you see in the start event. If you want to send welcome to subscribers signed up from a specific form, please do not use segment. In this case, we recommend use "Add condition". See more.
In some special case, you can still use segment to send automation workflow. Please contact out Livechat support in-app if you are not sure your settings are correct.
To select segment for your automation workflow.
- Step 1: Go to Automation > New Workflow
- Step 2: Select event type and preset
- Step 3: Open the workflow preset that you select. Click to Start event, you will see Add segment section in the right column
+ Click the Add segment, then select the segment you want to use
- Select the condition as In or Not in:
+ Select IN condition, the email will be sent to the selected segment
+ Select NOT IN; the email will be sent to the contact, not in the selected segment
- After selecting a segment, click this icon to save the selected segments
- It is possible to choose multiple segments for a campaign. However, please be careful when choosing because the email campaign will only be sent to contacts that satisfy the segments.
- Select ALL; the email will be sent when contacts match all segment's conditions.
- If you choose ANY, the email will be sent when one of the segment's conditions is met.
- After completing the desired conditions, select Save and Next to continue the campaign.
- Step 4: After completing the information of the segment, click Save
This article guides you on how to select segments for your emails
Learn how to create segments here: https://help.avada.io/help/how-to-create-segments-on-contact-list/
1. Choose a segment for the Newsletter campaign
Step 1: From the App Dashboard > Campaigns > New Campaign
Step 2: Complete the setup for Template and Content and click Next to access the last step Ready as shown below:
Step 3: Add segment
- Click Add segment
- Select ALL, the email will be sent when the conditions of the segments simultaneously are satisfied
- If you select Any, the email will be sent when one of the conditions of the segment is met
- Click Add segment and select segment
- Select the condition as In or Not in
- Select the In condition. The email will be sent to the contact list of the segment
- Selecting Not in the email will be sent to the contact, not in the segment's contact list
- Check the segment
After selecting a segment, click this icon to save the selected segments
It is possible to choose multiple segments for a campaign. However, please pay attention when choosing because email campaigns will only be sent to cases that satisfy the conditions of the segments
After completing the conditions, choose Save and Next to continue finishing the campaign
2. Choose a segment for Automation workflow
Notice: Each automation workflow has the original trigger. Please consider if your segment condition is necessary or not.
For example, new subscribers will auto enter the welcome email workflow as you see in the start event. If you want to send welcome to subscribers signed up from a specific form, please do not use segment. In this case, we recommend use "Add condition". See more.
In some special case, you can still use segment to send automation workflow. Please contact out Livechat support in-app if you are not sure your settings are correct.
To select segment for your automation workflow.
- Step 1: Go to Automation > New Workflow
- Step 2: Select event type and preset
- Step 3: Open the workflow preset that you select. Click to Start event, you will see Add segment section in the right column
+ Click the Add segment, then select the segment you want to use
- Select the condition as In or Not in:
+ Select IN condition, the email will be sent to the selected segment
+ Select NOT IN; the email will be sent to the contact, not in the selected segment
- After selecting a segment, click this icon to save the selected segments
- It is possible to choose multiple segments for a campaign. However, please be careful when choosing because the email campaign will only be sent to contacts that satisfy the segments.
- Select ALL; the email will be sent when contacts match all segment's conditions.
- If you choose ANY, the email will be sent when one of the segment's conditions is met.
- After completing the desired conditions, select Save and Next to continue the campaign.
- Step 4: After completing the information of the segment, click Save
Updated on: 23/07/2021
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