Segmentation: save and export a segment of your list

You can save, reuse, and export a segment from your email campaign.

 

Segmentation is a tool in WordFly that allows you to create sophisticated subscriber lists in order to be more targeted in your email marketing. You can reuse segments in future campaigns as well. First create your segment and give it a name to save the customizations for a quick go-to the next time you would like to send to the same segment.

 

Learn more about segmentation in our Introduction post.

 

Topics covered in this article:

Saving a Segment

Apply a saved Segment

Exporting a Segment

 

 

Saving a Segment

 

You can save a segment to use in another campaign anytime.

 

1. Create a new email campaign and import your list or select a previously imported list in WordFly.

Import your list under the Subscribers tab using one of the available options.

 

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2. Then select “Segment your list” from the “Other things you can do” menu.

 

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3. Click “Create a new segment.”

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4. Name your segment, so you can find it later.

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3. Now create your list segment by using either data fields or email events (opens, clicks, etc.) or any combination thereof.

 

Click “Add to segment” to stack multiple fields and events. Learn more about this step in our segmentation support post.
 

 

4. Lastly click “Apply to List” to save the new segment and apply the conditions to your list.

The next time you import a list, you’ll see this segment available to use!

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Apply a Saved Segment

 

Once you’ve saved a segment you can apply it to any new ‘in progress’ Campaign in WordFly.

 

1. Go to an ‘in progress’ Campaign.

2. Select or import a new subscriber list.

3. Using the ‘other things you can do’ drop-down to select ‘segment list’.

4. From here you’ll see any saved list segments you’ve already built. Click on "Select".


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5. Click “Apply to list” to use it.

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Exporting a Segment.

 

Once you’ve applied a segment you can export it from any new ‘in progress’ Campaign in WordFly.

 

1. Go to an ‘in progress’ Campaign.

 

2. Select or import a new subscriber list.

 

3. Using the ‘other things you can do’ drop-down to select ‘segment list’

 

4. Select segmentation criteria and then select “save and apply”.

 

5. Back on the List Summary page, use the ‘other things you can do’ drop-down to select “export segment”.

 

The segment does not have to be a saved segment to export it. You can export both saved and unsaved segments.

 

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6. Download your file to review the results of the segment!



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