Send to Groups in Your Audience

Groups are a great way to sort your subscribed contacts based on common interests or preferences. To send targeted content to groups, you'll create a segment based on group data.

In this article, you'll learn how to send to groups in your audience.

Before You Start

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

  • You need to have an audience with at least one group that includes contacts.
  • Make sure you're familiar with groups and segments. Groups are stored as data fields in your audience, just like other data you use to create segments.
  • To target groups with an automated email, edit its segment. To learn how to edit a segment in an automated email, read Edit Automation Emails.
  • This process segments groups with a single condition. To further target recipients, use additional segmentation conditions.

Send to Groups from the Campaign Builder

You can create segments in most campaign builders. Here, we'll cover how to create a group-based segment in a regular email campaign builder.

To send to groups from the regular email campaign builder, follow these steps.

  1. In the To section, click Add Recipients.
    click add recipients
  2. In the Audience drop-down menu, choose the audience you want to work with.
    campaign-audience-dropdown
  3. In the Segment drop-down, choose Group or new segment.
    in Segment drop-down, choose group or new segment
  4. Click the first drop-down menu and choose a group category.
    Segment drop-down menu with Groups highlighted.
  5. Click the second drop-down menu and choose whether to send to contacts who are in one of, all of, or none of the group names.
    Example segment build with group title Students and criteria as One Of.
  6. Click the group name you want to send to.
    Example of segment with Freshmen selected as the Group Name for the Group Students.
    Click and hold CMD or CTRL to select more than one group name.
  7. Click Update Recipient Count to see how many contacts are included.
    Update recipient count button on Recipients step of the Campaign Builder.
  8. Click Save.

You're all set! Now, only the contacts who meet the conditions you set will receive your campaign. Click the recipient count to view each of them.

Send to Groups with a Saved Segment

You can also create reusable, saved segments based on group data from your audience's contact table.

To do this, create a segment with the conditions set to the group or groups you want to target. Save your segment to reuse it as many times as you need.

Create and Send to a Segment


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