Segmentation Overview

Iterable's segmentation tool allows you to segment across all of your subscribers and to make static or dynamic lists. It's a great way to create highly targeted customer segments, so you can deliver the most relevant marketing messages.

# Using Iterable's segmentation tool

1. Navigate to Audience > Segmentation.

2. Use the query builder to search for your desired customer segment.

   • You can segment based on user profile fields, which are fields on the user profile that are passed to Iterable either via a CSV file upload or via the API.
   • You can also segment based on past interactions with email campaigns or custom events. Iterable's segmentation tool allows you to use boolean logic and relative dates.

   

   IMPORTANT

   To help maintain system performance, overly complex queries can't be saved. In the rare circumstance that you receive a warning, don't panic. The first thing you can try is reducing the query conditions so the query is more efficient. Do this by reviewing your segment criteria and grouping conditions together where possible.

   For example, consider a query that contains 10 conditions to include all zip codes in a certain area:

   user.zipCode=80020 OR user.zipCode=80021 ... OR user.zipcode=80029
   

   You can update this to a single condition by using an asterisk to create a truncated search, like this:

   user.zipCode starts with 8002*
   

   In the unlikely event that you see this alert and you're unable to reduce the query, you can contact technical support for assistance.

3. After you create your query, click Refresh Results to generate the list.

4. Use Save List to save the results as a dynamic or static list.

5. Use Export As to export lists to a CSV file or use it to create a Facebook Custom Audience.

   

6. Scroll down to see the subscribers who are on your list. You can also choose the user profile fields to display in the list:

   

7. You can click on any email address on the list to view the user profile.

# Finding users with a specific number of events

It can be useful to create segments that include users for whom a particular event has occurred a specific number of times. For example, you might want to target customers who have made two purchases or received three emails.

To do this, click the Refine Search button at the top of a clause in a segment definition:

Then, use the drop-down menu to select whether to include users with:

• Any instances of the event (default setting).

• Exactly a specific number of the event.

• Between a minimum and maximum number of the event.

# Multiple campaign selection

When selecting multiple campaigns, Iterable returns values from any of those campaigns.

For example, if you were to select three campaigns in the drop-down menu, the results would reflect the union of those three campaigns.

# Finding whether a recurring campaign sent to a specific user

To use segmentation to check whether or not Iterable ever sent a specific recurring campaign to a particular user, use a query such as the following:

It's not possible to use segmentation to determine whether or not a user has ever opened or clicked any email from a recurring campaign. However, you can determine whether or not they've opened or clicked a specific instance of that recurring campaign.