Managing Mailing List Segments

Managing Segments

Segments allow you to filter your mailing list using the Tags applied to your contacts. This lets you create targeted sub-groups within a larger list.

Add a new Segment

1. While viewing your mailing list, click the Actions drop-down menu and select Segments.

2. Click Add Segment to view the Segment Details page.

3. Enter a name for your segment in the Segment Name field.

4. Set Segment Conditions
Use the Conditions section to define who should be included in this segment. You can filter based on:

• ALL conditions (contacts must meet every condition)

• ANY conditions (contacts can meet any of the listed conditions)

Steps to Add a Condition:

• Step 1: Choose Tag from the condition type.

• Step 2: Select either Contact is tagged or Contact is not tagged.

• Step 3: Type the tag name you want to filter by, then click Add Condition.

5. The contact list on the right will automatically update to show only the contacts that match your conditions.

6. Click +Save Changes to finalize and create your new Segment.

Edit a Segment

1. You may edit an existing Segment at any time by navigating to Actions > Segments and clicking the Edit button beside the Segment you'd like to make changes to.

2. You may now make any desired changes within the Segment Details page using the configurations defined above.