Segment and filter Newsletter contacts

This guide presents the available conditions for segmenting and filtering your contact lists when sending an Infomaniak Newsletter.

Introduction

• Filtering subscribers based on specific criteria allows you to send Newsletters only to certain individuals among your subscribers.
• Criteria can include their registration date, custom fields, or actions performed or not during previous mailings.
• You can combine multiple conditions and add "OR" conditions to refine your filters.

Segmenting Contact Lists...

Access your Newsletter:

1. Log in to Manager Infomaniak (manager.infomaniak.com) from a web browser like Brave or Edge.
2. Click the icon at the top right of the interface (or navigate via the left sidebar menu, for example).
3. Select Newsletter (under Events & Marketing).
4. If necessary, click on the domain name in the displayed table.
5. The Newsletter interface will appear.

...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 certain subscribers provide this information, you can find it in the details of their contact record:

This type of information can be used to segment your subscriber list and only write to a portion of it.

1. Click on Campaigns in the left sidebar menu.

2. Specify any custom terms related to the target audience.

   

3. Fill in the information and compose the Newsletter.

4. Click on Advanced mode to segment contacts and not send to your entire list.

   

5. Enter information corresponding to the criteria you have defined based on the information collected during subscriber registration (custom fields or group membership or registration date).
6. Add additional conditions using AND / OR to better filter your recipients.

7. Check the number of filtered subscribers who will receive the Newsletter.

   

8. Click on the blue Continue button.
9. Review and/or test send your Newsletter and then click Continue.
10. Set the time when your Newsletter should be sent (immediately or scheduled for later).

...for future mailings (based on subscriber past actions)

1. Follow the instructions above to point 4.
2. Click not on custom field but on Actions to choose the criteria defining the people who will receive your next Newsletter mailing.
3. Choose the actions the subscriber must have performed to receive your next mailing, then if necessary add additional conditions using AND / OR to further filter your recipients.

4. Check the number of filtered subscribers who will receive the Newsletter and then click on the blue Continue button.

   

5. Review and/or test send your Newsletter and then click Continue.
6. Set the time when your Newsletter should be sent (immediately or scheduled for later).