Understanding Segment Rules

Segments in BulkMail have the flexibility for the user to create complex segments by applying multiple rules. There are many types of rules and conditions that can be set in the segment and it can be confusing to understand what they all do. Below is a list of all the possible rules that you can set and what they mean.

Contact Status

Contact status is where you select the type of contact you want to include. This could be;

  • Any Contact: - Any contact in the database
  • Active Contacts: - All active contacts in the account
  • Inactive Contacts: - All inactive contacts in the account.

Rules connector

The rules connector is where you decide whether the contacts need to match all the rules you set or just one of the rules to be included in the segment.

Filter Rules

There are hundreds of combinations you can create within the filter rules section of the segment. The only restriction is that the segment is restricted to 5 rules in total.

Contact fields

This filter rule allows you to segment contacts on certain data within their fields. You can select any custom field you have in your account. Once you have selected the custom field you have three options:

  • Contains: - Any contact that has certain contents in that custom field.
  • Does not contain: - Any contact that doesn’t have certain content in that custom field
  • Is: - Any contact that matches specified content in that custom field

Subscriptions

This Filter rule allows you to segment contacts on which lists they are subscribed to.  You have two options in this rule.

  • Is subscribed to: - Any contact that is subscribed to the specified list.
  • Is not subscribed to: - Any contact that is not subscribed to that specified list.

You then select the list you want to filter from.

Activity

This Filter Rule allows you to segment contacts on their activity with your campaigns. You have many activity settings to choose from.

  • Delivered email: - Any contact that has had a certain email delivered to them.
  • Delivered campaign: - Any Contact that has had a certain campaign delivered to them.
  • Triggered an autoresponder: - Any contact that has triggered an autoresponder
  • Opened email: - Any Contact that has opened a specific email
  • Opened Campaign: - Any Contact that has opened a specific Campaign
  • Opened Autoresponder: - Any contact that has opened a specific autoresponder email.
  • Clicked specific link: -Any contact that has clicked the specified link.
  • Click Link in an email: - Any contact that has clicked a link within a specific email
  • Click Link in an campaign: - Any contact that has clicked a link within a specific campaign
  • Click Link in an autoresponder: - Any contact that has clicked a link within a specific autoresponder
  • Submitted a subscription form: - Any contact that has submitted their email address through a subscription form.
  • Subscribed to list: - Any contact that is subscribed to a specific list.
  • Unsubscribed from a list: - Any contact that has unsubscribed from a specific list.
  • Unsubscribed by an email: - Any contact that unsubscribed through a specific email
  • Unsubscribed by a campaign: - Any contact that unsubscribed through a specific campaign
  • Unsubscribed by an autoresponder: - Any contact that unsubscribed through a specific autoresponder
  • Custom event – Note: - Any contact that has a note on their contact details
  • Custom event – Follow-up: - Any contact that has a follow up task against them
  • Custom event – Email: - Any contact that has an email task against them
  • Custom event – Call: - Any contact that has a call task against them
  • Custom event – Meeting: - Any Contact that has a meeting task against them

Tasks

This filter rule allows you to segment contacts on tasks the contact has assigned to them.

  • None: - Any Contact that has no task assigned to them
  • Note: - Any contact that has a note assigned to them
  • Follow–up: - Any Contact that has a follow-up assigned to them
  • Email: - Any Contact that has an email task assigned to them
  • Call: - Any Contact that has a call task assigned to them
  • Meeting: - Any Contact that has a meeting task assigned to them
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