Create an Advanced Segment

Advanced Segmentation creates complex contact segments so you can further target your campaign content to specific contact sets or view contacts who meet precise conditions. You'll use data from your list to create nested segments and combine any and all logic into a single segment. Advanced Segmentation is included with Mailchimp Pro, which is available to add on to any pricing plan.

In this article, you'll learn how to create an advanced segment in your list and how to update advanced segments.

Before You Start

Here are some things to know before you begin this process.

  • Make sure you're familiar with regular list segmentation and Advanced Segmentation.
  • The contacts in an advanced segment are pulled at the time you create it, and do not automatically update. To update your contact count before a new or scheduled campaign is sent, you'll need to manually refresh the segment.
  • Changes you make in your account, like list updates or a new integration, take time to transfer over to your advanced segments. We recommend you wait at least two hours to allow new information to populate in the advanced segment database.
  • Advanced segments don't take blank fields into consideration like regular segments do. For example, if you wanted to pull contacts who do not live in the state of Georgia, the system would return contacts who had a value other than Georgia in the state field, but would not return contacts with no value in the state field.
  • Advanced segments require at least one condition in the top-level group. If you need more information on how advanced segments are structured, take a look at Understanding Advanced Segmentation Logic.
  • Advanced segments are unavailable in automated campaigns.
  • Geolocation-based conditions are unavailable for advanced segments. This includes all Location conditions, as well as the is within condition for Zip code and Address.

Add an Advanced Segment to a List

To add segments to a list, follow these steps.

  1. Navigate to the Lists page.
  2. Click the name of the list you want to work with.
  3. Click New Segment.
  4. Click the Advanced Segment tab.
  5. Type the name of your segment in the Advanced segment name field.
  6. On the top-level group, click the any drop-down menu and choose whether contacts need to meet any or all of the condition groups in your segment. The any / all logic for the top-level group applies to all subsequent condition groups in your segment.
    Screen of cursor choosing any from the any/all drop-down menu.
  7. Click Add to add the first condition to the top-level group.
  8. Use the drop-down menus to replace the default criteria with the criteria you want to use for your condition. Your condition will save automatically.
    Screen of condition for State is, with Iowa and Wisconsin in the text field.
    Conditions that include text fields work like tags, so you can assign any/ all logic to the terms in the text field to allow you to combine similar criteria in one condition. In this example, we use a single condition and any logic to segment contacts who live in Iowa or Wisconsin.
  9. To add more conditions to the top-level group, click Add. To add additional condition groups, click Add group.
    Screen of advance segment builder, with the cursor clicking add group from the add or add group options.
    To add conditions to a group that is not the top-level group, click Add to group.
  10. As you build your segment, click Update Recipient Count at the top of the page to see the number of contacts who match your current conditions. To delete individual conditions, click the minus icon next to the condition you want to delete. To delete a group of conditions, click Remove group next to the group you want to delete.
  11. When you're done, click Save And View Segment.
    Cursor click Save And View Segment button.

Your segments will appear on the Advanced tab in your list's Segments menu. To delete a segment, check the box next to the segment you want to remove and click Delete. In the confirmation pop-up modal, click Delete.

Refresh an Advanced Segment

If you've created an advanced segment you'd like to send to over time, you can refresh the contact count for your segment from the Segments menu in your list, or from the Confirm step of the Campaign Builder.

From the List's Segments Menu

To refresh an advanced segment and see its updated contact count from inside your list, follow these steps.

  1. Navigate to the Lists page.
  2. Click the name of the list you want to work with.
  3. Click the Manage Contacts drop-down menu, and choos Segments.
  4. Click the Advanced tab.
  5. Click the name of the segment you want to work with.
  6. Click Rerun to refresh the segment.

From the Campaign Builder

To refresh an advanced list segment and see its updated contact count from the regular email campaign builder, follow these steps.

  1. In the To section, click Add Recipients.
    click add recipients
  2. In the List drop-down menu, choose the list that contains your advanced segment.
  3. In the Segment drop-down menu, choose your advanced segment.
  4. Click Save.

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