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Segment and filter Newsletter contacts
This guide presents the available conditions for segmenting and filtering your contact lists when sending an Newsletter Infomaniak.
Preamble
- Filtering subscribers based on certain criteria allows you to send Newsletters only to specific people among your subscribers.
- The criteria can be their subscription date as well as custom fields or even actions performed or not during previous sends.
- You can combine multiple conditions and add "OR" conditions to refine your filters.
Segmenting contact lists…
Access your Newsletter:
- Click here to access the management of your product on the Infomaniak Manager (need help?).
- Click directly on the domain name assigned to the relevant product.
... when sending to new subscribers (based on their specifics)
Here is an example of a newsletter subscription form with an optional field to enter a location:
Once some subscribers provide this information, you will find it in the details of their contact sheet:
This type of information can be used to segment your list of subscribers and write only to part of it.
- Click on Campaigns in the left sidebar, then click the button to start a new campaign.
- Specify any custom terms related to the target audience:
- Fill in the information in the following steps and create the Newsletter.
- Click on the advanced mode to segment contacts and avoid sending to your entire list:
- Enter the information corresponding to the criteria you have defined and based on the information collected during the registration of subscribers (custom fields or group membership or registration date).
- Add additional conditions using AND/OR to filter your recipients as effectively as possible.
- Check the number of filtered subscribers to whom the Newsletter will be sent.
- Click on the blue Continue button:
- Check and/or perform a test send of your Newsletter then click on Continue.
- Define when your Newsletter should be sent (as soon as possible or scheduled for later).
... for the next sends (based on the subscriber's past actions)
- Follow the instructions above until step 4.
- Click on Actions instead of custom field to choose the criteria defining the people who will receive this next Newsletter send.
- Choose the actions that the subscriber will have had to perform to receive your next send, then if necessary add additional conditions using AND / OR to further filter your recipients.
- Check the number of filtered subscribers who will be resent the Newsletter, then click on the blue Continue button:
- Check and/or perform a test send of your Newsletter then click on Continue.
- Define when your Newsletter should be sent (as soon as possible or scheduled for later).
Link to this FAQ: