How to Segment Your List

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Set up customer segmentation right inside your account. Use segments to make your text message marketing even smarter by targeting specific groups of subscribers and sending them campaigns tailored to their interests or demographics.

Learn all about segments in this step-by-step help center article. 📖

Video Transcript

Hi there, and welcome to SimpleTexting Academy! In this video, we’re going to show you how to segment your audience. A segment is a group of contacts or subscribers who have something in common with each other. Segments are useful if you want to send highly targeted messages.

Let’s get started creating your first segment.

Adding a New Segment

Go to the Subscribers panel, and click “Add Segment”. You can choose to create a segment within a specific list, or among all of your contacts. Let’s create a segment among all of our contacts.

This is where you select segment criteria. In other words, what data does your group have in common?

In a previous video, we created a custom field for zip codes. Let’s say we want to send a message to just our subscribers who are in Beverly Hills.

Adding Criteria

Click “Add Criteria”, now choose the zip code 90210. Here you’ll see all of our contacts who are in the zip code 90210. Click “Save segment” and give it a name. We’ll say “Beverly Hills”.

If you ever need to see what segments you’ve created, go to “Subscribers” then “Segments”.

Okay, let’s go ahead and add another segment. This time we’ll create a segment within our employees list.

Creating Segments Within Lists

We created a custom field for “Department Name”, so we can select “Department name” is “Marketing”. Click “Save” and give the segment a name… “Marketing Employees”. There, now we have a segment that we can use any time we need to communicate with just the marketing team.

You can also add multiple criteria to a segment. We’ll show you what we mean.

Adding Multiple Criteria

Add another segment, and let’s say we want to message just our newest subscribers in San Francisco. Click “Add Criteria”, date added is after January 1st, zip code is 94102. And again, give your segment a name- “New San Fran Subscribers”. There you go, you’ve created three new segments.

You can use these in your campaigns, or in your autoresponders. If you create an autoresponder for a segment, every new subscriber who meets the segment criteria will automatically receive your message.

Segment Ideas

Segments are an extremely powerful tool for making your messages more relevant. Consider creating segments based on click behavior, birthday month, opt-in date, opt-in source (such as keyword or web form), or even better, create unique segments based on your custom fields.

Thanks for watching! If you ever need help segmenting your list, our support team is available seven days a week!