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 audience to create nested segments and combine any and all logic into a single segment.

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

Before You Start

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

  • This feature is included with Mailchimp Pro or our Premium plan.
  • Make sure you're familiar with regular segmentation and Advanced Segmentation.
  • Changes you make in your account, like audience 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.
  • For more 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.

Create an Advanced Segment

To create an advanced segment, follow these steps.

  1. Navigate to the Audience tab.
  2. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  3. Click View Contacts.
  4. Click New Segment.
  5. Click the Advanced Segment tab.
  6. Type the name of your segment in the Advanced segment name field.
  7. Click the email marketing status drop-down and choose which types of contacts you want to include in your segment.
    Advanced Segmentation find contacts bar
  8. Click the any or all drop-down and choose whether contacts need to meet any or all of the conditions and condition groups in your segment. This logic applies to all subsequent condition groups in your segment. Advanced Segmentation any all
  9. 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.
    Advanced segmentation condition 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.
  10. To add another condition, click Add. To add a group of conditions, click Add group.
    AS add group To add conditions to a group that is not the top-level, click Add to group. Advanced Segmentation add to group
  11. As you build your segment, click Rerun to see the number of contacts who match your current conditions. Advanced Segmentation rerun To delete individual conditions, click the minus icon next to the condition you want to delete. Advanced Segmentation remove condition To delete a group of conditions, click Remove group next to the group you want to delete. Advanced Segmentation remove group
  12. When you're done, click Save And View Segment.
    Cursor click Save And View Segment button.

Your segments will display in the contact table and on the Advanced tab in your audience's Segments menu.

Update an Advanced Segment

If you use an advanced segment in your marketing campaigns, we'll automatically update the contact count before each send. You can also manually update your segment from the contact table or Segments page at any time.

To update your advanced segment, follow these steps.

  1. Navigate to the Audience tab.
  2. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  3. Click View Contacts.
  4. Click the View Segment drop-down menu, and choose the segment you want to work with.
  5. Click Rerun to update the segment. Advanced Segmentation rerun

Delete an Advanced Segment

To delete your advanced segment, follow these steps.

  1. Navigate to the Audience tab.
  2. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  3. Click View Contacts.
  4. Click the View Segment drop-down and choose View All Segments. Advanced Segmentation View all segments
  5. Click the Advanced tab.
  6. Check the box next to the segment you want to delete. segments-advancedsegment-checkbox
  7. Click Delete.

    segments-advancedsegment-clickdelete

  8. In the Are you sure? pop-up modal, click Delete again to confirm. Advanced Segmentation Delete segment Delete confirmation

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