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Creating & managing segments

Segments in Sendigram allow you to target specific groups of contacts within your groups based on conditions like activity, demographics, or subscription details. Proper segmentation leads to higher engagement, lower unsubscribe rates, and better deliverability.

1. What is a Segment?

A segment is a dynamic subset of a group created using rules or filters. Unlike separate groups, segments update automatically as contacts meet or no longer meet the set conditions.

  • Example segments:
    • Contacts who opened an email in the last 30 days.
    • Subscribers from a specific country.
    • Customers tagged with "VIP."

2. Creating a Segment

  1. Go to Contacts → Segments.
  2. Click Create a Segment.
  3. Enter a name for your new segment.
  4. Define conditions, such as:
    • Contact data: location, signup source, tags, custom fields.
    • Engagement activity: opened/clicked/not engaged in X days.
    • Status: active, unsubscribed, bounced.
  5. Click Save segment.
  6. The system will display matching contacts immediately.

3. Managing Segments

All of your saved segments will be listed in the "Segments" tab.

To Edit a Segment:

  1. Open the segment you want to edit.
  2. Above the list of the segment's contacts you will see the Conditions bar. There you can add, modify, or remove any of the conditions.
  3. To access more editing functions click on the Actions button. Now you can:
    • Send the newsletter to the contacts in this segment.
    • Duplicate the segment.
    • Rename the segment.
    • Export the contacts from the segment to a file.
  4. Once you are finished with your changes, click "Save". The segment will automatically update its contact list based on the new rules.

To Delete a Segment:

  1. Open the segment you want to delete.
  2. Click on the Actions button.
  3. Select "Delete" from the options.
  4. A confirmation pop-up will appear. Confirm your choice to permanently delete the segment.

Important: Deleting a segment does not delete the contacts within that segment. It only removes the saved set of rules and the dynamic group it created. Your contacts will remain safe in your main contact database.

4. Using Segments in Campaigns

  • When creating a campaign, you can select a segment as the recipient group.
  • This allows highly targeted messaging, such as:
    • Sending discounts to inactive users.
    • Promoting upgrades only to paying customers.
    • Sending localized campaigns to specific countries or languages.

5. Best Practices for Segmentation

  • Start simple (active vs. inactive) before building complex conditions.
  • Use tags and custom fields to create richer segments (e.g., purchase history, interests).
  • Regularly review segment performance — if a segment doesn't engage, adjust the rules.
  • Don't over-segment — too many small segments can reduce campaign efficiency.
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