How to Create an Audience Segment

Setup Audience Segments to work for you automatically.

You've heard of Audience Segments in Campaign Refinery before, but you might not be completely confident about what these are used for or how to create these dynamic audiences for faster workflows that get the right email to the right people faster than ever before.

When creating broadcasts or looking to kick off an automated campaign to a specific section of your list, Audience Segments are a great way to quickly select the right people without having to think again about what the filters should or shouldn't be. Instead, you can just trust your work from before and get on with the task at hand.

Audience Segments are, in simple terms, a subset of your whole list that meets specific criteria that help you identify them as unique. This can be in the form of tags, when they were created, how recently they engaged etc. Some examples of these filters include:

  • Opened in the last ____ hours/days/months
  • Clicked in the last ____ hours/days/months
  • Profile was created in the last ____ hours/months/days
  • Profile was updated in the last ____ hours/months/days
  • With tag(s) _____
  • Without tag(s) ____
  • Clean status ____
  • Subscription status ____
  • First Name
    • Equals ____
    • Not Equals ____
    • Starts With ____
    • Ends With ____
    • Contains ____
    • Doesn't Contain ____
    • Is Empty ____
    • Is Filled ____
  • Last Name
    • Equals ____
    • Not Equals ____
    • Starts With ____
    • Ends With ____
    • Contains ____
    • Doesn't Contain ____
    • Is Empty ____
    • Is Filled ____
  • Email
    • Equals ____
    • Not Equals ____
    • Starts With ____
    • Ends With ____
    • Contains ____
    • Doesn't Contain ____
    • Is Empty ____
    • Is Filled ____

Having so many options to mix and match gives you superpowers in terms of how granular an audience can be.

Want to have a group of "Product A buyers, who are subscribed, and opened an email in the past 60 days"?

Plug in the filters for: Tag, subscription status and engagement

Then, presto! You can quickly come back and reference that as often as you'd like for broadcasts or to kick off new automated campaigns.

Once you've plugged in the appropriate filters, you'll be presented with the matching contacts.

It's at this step you can give the audience a name and click "Save as new segment", like the example below:

Now when you are creating a broadcast, your custom audience name will be available in a drop down for quick selection.

Want to review the contacts again outside of a broadcast?

Go to Contacts > Audience Segments in the left hand navigation.

You'll see a list of your saved Audience Segments, including any one-off ones you used for a broadcast.