How to Create a Segment

Did you know that personalization is the key to success in Email Marketing? Discover how to segment your Lists to reach each Subscriber with the most effective message.

After logging in, click on Lists and then on Segments.

Now click on Create Segment.

You will see you have three ways to create your Segment: from a Mailing List, from a Report or from Tag Links.

Segmentation from a Mailing List

First of all, choose a name for your segment and hit the Next button. Pick the list or lists from which you’d like to select your subscribers and, when you are done, go to Filtering Criteria.

On this section you’ll be able to choose which Fields and Filtering Criteria you’ll use to segment your list.

In this particular case we’ve chosen to do it by Birth Date, like this:

By clicking on “Add filtering criteria”  you can add another field to determine how your segment’s going to be. You can also combine the criteria using “and” or  exclude it by using “or” when creating the segment, as is shown on the image below:

Finally, click on Generate Segment and you are done!

Segmentation from a Report

Select Segmentation from a Report, pick a name for the segment and press Next.

After that, select the report or reports from which you’d like to create your segment and go to Filtering Criteria as it’s shown on the image below.

Choose the filtering criteria you’d like to apply and, when you are finished, hit Generate Segment.

Segmentation from Tag Links

Select Segmentation from Tag Links. 

First of all, define the name for the Segment. Then, you have to choose the Filtering Criteria (Equal or Not equal to), select the Tag and the Subscribers List based on which you want to create your Segment. Finally, click on Generate Segment button.

There you go! Now you are ready to create your Segments and optimize your Email Marketing Campaigns in Doppler. If you don’t have your account yet, you can create it totally free with no sending limits, don’t miss this great opportunity!