Save or export a segment of your list

Article author
Bryan Garcia

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. Click the Subscribers tab
  2. Click More List Actions > Segment your list
  3. Click Create a new segment
  4. Add your segment requirements, then click Save for reuse
  5. Name and save your segment
    The next time you import a list, you’ll see this segment available to use.
  6. Click Apply to list to add it your campaign

 

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. Click the Subscribers tab
  2. Click More List Actions > 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
    1. Click More List Actions > Export segment
  2. 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 only edit segments within a campaign.

Go to Subscribers > Segments

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.