How to Quickly Segment an Audience

Use an AI-recommended pre-build option

Segmenting an email list multiplies opportunities to connect with your audience in new and impactful ways. In this article, I show you how to use tinyEmail's AI-powered predefined segments. 

In this article, I cover:

• What is segmenting?
• Creating a segment
• Creating a segment campaign
• Managing and editing a segment

What is segmenting?

Segmentation means you divide a large list of subscribers into smaller groups. The subscribers in each group (or segment) share one or more characteristics. After you create a segment, build an automated campaign that sends targeted messages with relevant and high-interest content.  

Creating a segment

tinyEmail gives you two ways to create a segment: use our AI-powered predefined segments or start from scratch and build a segment with custom rules. In this article, I show you how to use predefined segments.

• A different article shows you how to create audience segments with custom rules. Learn more.

A predefined segment is a filter with one or more rules. When you select a predefined segment option, tinyEmail automatically applies that filter to your audience. The result is a list of people that meet the condition.

1  Select an option

Go to the tinyEmail dashboard and click Audience on the side menu. Then, at the top of the next page, click the Predefined segments menu tab.

Now select a segment. Based on your recent activity, tinyEmail displays a list of AI-recommended options. Select one of these or scroll down to the Segment Library and review the other options. 

2  Save the list

On the next page, tinyEmail lists the subscribers who meet the segment criteria. Review the list and the stats on the side menu. If it all looks good, click Save as. On the next page, enter a unique name for this segment (or check the box to auto-generate a segment name.) You can change the segment name later if you want. 

Creating a segmented campaign

Now that you've created an audience segment, the next step is to craft a campaign with a targeted message for that group.

Follow the standard workflow to create a campaign, with one difference. When you reach the Audience step, click the Segments menu tab. Then scroll down and select the correct segment for this campaign. Complete the rest of the workflow.

Managing and editing a segment

tinyEmail provides several tools to help you manage and edit a segment. 

Locating a segment

To open an existing segment file, click Audience on the side menu and then the Custom segments menu tab. Locate the segment you want to manage or edit.

  a. Click the file name to manage the segment.

  b. To change the rule that defines the segment, click the ellipsis, and then Edit. 

Managing the segment

This page provides several management tools.

• Segment name - Click the pencil icon to change the segment name.
• Filter - Click this button to filter the list of subscribers.
• Columns - Click this button to add or remove columns in the display table.
• Export - Click this link to download the segment as a CSV file.
• Edit - Click this link to open the edit panel (see below).

Editing the segment

You can edit the rule (or rules) the shape a predefined segment. There are far too many scenarios to describe in detail here. Let's say there are three categories of possible changes.

• Edit the existing rule. In the example below, we could, for instance, change 7 to a different number. 
• Add an AND condition to the current rule. Two conditions linked by AND can make the criteria more restrictive and thus reduce the number of subscribers in the segment.  
• Add an entirely new set of conditions. 

Preview 

Click the Preview link to see how your edits change the number of subscribers in the segment. Click Save as to keep the changes or Edit to cancel the changes and return to the original segment.