Save a segment
You can save a segment to use in another campaign anytime. When you are creating your segment, give the segment a name. This will save it for future use.
1. Go to your In Progress email campaign. Select the Subscribers tab
2. Select the More List Actions menu > Segment your list
3. Click Create a new segment
4. Once you have started creating the segment you can save it. Click Save for reuse
Finish creating your segment by using either data fields or email events (opens, clicks, etc.) or any combination thereof. The next time you import a list, you’ll see this segment available to use.
Apply a saved segment
You can apply a saved segment to any new In Progress email campaign in WordFly.
1. Go to your In Progress email campaign. Select the Subscribers tab
2. Select the More List Actions menu > Segment your list
3. You’ll see all your saved segments. Select one from the right side, then Apply to list to use it.
Export a segment
Once you’ve applied a segment in your email campaign you can export it from the list summary page of that campaign. The segment does not have to be a saved segment to export it. You can export both saved and unsaved segments.
1. Go to your In Progress email campaign. Select the Subscribers tab
2. Select the More List Actions menu > Export segment
3. Download your file to review the results of the segment
Manage saved segments
Once you have saved a segment you can sort, search, label and delete segments in one location. It is not possible to edit a segment here, you can edit segments within a campaign.
1. Go to Subscribers > Segments
2. Your saved segments all live here
In this area you can …
- Label segments by checking the segment’s box and using the gear dropdown to select a label to add.
- Use the search for finding a saved segment quickly.
- Use the Date dropdown to sort saved segments by past week, past month, past year or all.
- Use the Label dropdown to sort saved segments by a specific label.
