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.

   

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.