Segments

A segment is a group of contacts that match conditions you choose: for example, everyone in the United States who opened your last campaign, or everyone whose Plan field is Premium. You don't add contacts to a segment. They belong to it while they match, and drop out when they don't.

Segments let you:

• target part of a list without splitting it
• combine contacts from several lists
• target by engagement: opens, clicks, bounces and complaints
• target by where and on what device people read your email
• start a trigger when a contact starts to match

The Segments page

Go to Lists → Segments.

• Add New creates a segment.
• Templates opens ready-made segments you can copy. It appears when templates are available. See Templates.
• Bulk Actions → Delete deletes the segments you've ticked.
• The search box finds segments by name.

Column	What it shows
ID	The segment's number
Name	The segment's name
Created By	Who created it
Segment Type	Based on contact lists or Based on statistics
Contacts	How many contacts matched at the last count. Click the number to see them. Counting means a count is in progress.
Created on	When the segment was created
Actions	The segment's menu

Action	What it does
Edit Segment	Opens the segment's conditions
Export	Exports the matching contacts to a CSV file. See Export a segment.
Copy contacts to a list	Copies the matching contacts into a list. See Copy or move contacts to a list.
Move contacts to a list	Moves the matching contacts into a list
Recount	Counts the matching contacts again
Delete	Deletes the segment. Contacts aren't affected.

While a segment is being exported, copied or moved, the Actions column shows Exporting, Copying or Moving with its progress.

Create a segment

Go to Lists → Segments and click Add New.

Segment Settings

Field	What to enter
Segment Name	A name that says who's in it, such as US: opened in the last 30 days
Description	Optional notes on what the segment is for

Then choose the type:

Type	Filters contacts by
Based on contact lists	Which lists they're on, and their statuses and field values
Based on statistics	What happened to the emails you sent them: sends, deliveries, opens, clicks, bounces, complaints, unsubscribes

Based on contact lists

Filter by contact list

Under Select List, choose which lists the segment draws from:

Option	Includes
Any list	Contacts in all your lists, including lists you create later
Contact list	Only the lists you tick under Contact Lists. Tick a group to select all of its lists, or Select all. Blocked lists are shown but can't be ticked.
Member of	All lists in the groups you choose under Groups, including lists added to those groups later
Custom criteria	Lists whose List Name or Group Name matches a rule, such as Contains newsletter
Advanced criteria	Contacts who are, or aren't, on particular lists: Is member of or Isn't member of, with the lists to check

Apply Filters

Click Add Filter to add a condition, and add as many as you need. A contact must match every condition to be in the segment. Remove a condition with its X.

Each condition is a field, a comparison and a value. The fields are grouped:

By Contact Details

Filter	Values
Status	Active, with Is or Isn't
Subscription status	Unsubscribed, with Is or Isn't
Confirmation status	Confirmed, with Is or Isn't
Spam status	Spam, with Is or Isn't
Content format	HTML or Text
Creation date	When the contact was added. See the date comparisons below.
Bounce status	Hard Bounced, Soft Bounced
Suppression status	Suppressed, with Is or Isn't

Email, and your custom fields

Field type	Comparisons
Email	Is, Isn't, Contains, Doesn't contain, Starts with, Ends with, Domain is, Domain isn't
Text fields	Is, Isn't, Contains, Doesn't contain, Starts with, Ends with
Numeric fields	Is, Isn't, Contains, Doesn't contain, Greater than, Lesser than
Drop-down, checkbox and radio fields	Is, Isn't, with the values to match
Date fields	See below

Text and email comparisons also offer alphabetical ranges on the first letter, which are handy for splitting a large audience into parts.

Date comparisons

Comparison	Matches dates
After, Before, Exactly, Between	Relative to the dates you pick
Occurring after	A given number of days, weeks, months or years in the future
Occurred before	A given number of days, weeks, months or years ago
For the past	Within the last given number of days, weeks, months or years
Older than	More than the given time ago
Is today	Today
Date of Month	On a given day of the month, or today's date
Month of year	In a given month, or this month

Birthday segment

Filter Birth Date with Month of year set to This month to get everyone with a birthday this month.

Based on statistics

A statistics segment finds contacts by what happened to the emails you sent them.

How far back you can look

Engagement filters use your sending logs. If the form shows a note about your log retention, filters can't find events older than that period.

Select Broadcast

Choose Any broadcast, or Selected broadcasts and tick them. Use the search box to find a broadcast.

Criteria

Choose what must have happened:

Group	Criteria
By Contact's activity	Has opened, Hasn't opened, Has unsubscribed, Has complained
By Delivery Status	Sent, Never sent, Injected (handed to the sending servers), Delivered, Delayed, Bounced

Depending on the criteria, you can narrow it further:

Option	What it does
Clicked on a link / Hasn't clicked on any link	Adds clicks to the condition. Choose Any link or Selected links.
Bounce details	For Bounced: filter by Type (Soft Bounced, Hard Bounced), or by Bounce code, Bounce reason or Bounce details, with Is or Isn't and a value.
Country, State, City, Zip code	Where the contact opened or clicked. Choose Any or pick specific places.
Browser, Operating system	What the contact opened or clicked with
Event time	When it happened: Not required, or Define duration with After, Before, Exactly on, Between, Occurred before, For the past or Older than

Location and device need engagement

Location, browser and operating system are recorded when a contact opens an email or clicks a link. Contacts who have never opened or clicked have none of this data, so they never match these filters.

Apply Filters

Statistics segments also have an Apply Filters section, to narrow the sends you're looking at, for example by Contact list, Sending domain, Sender email, Campaign name, Message-ID, Subscription status or Bounce status.

Count and save

At the bottom of the form:

• Count shows how many contacts match now, without saving. If counting takes too long, you'll see "This process is taking longer than expected. Please save the segment and view the result later."
• Save saves the segment and counts it in the background.

Count before you save

A count of 0 usually means a condition is too narrow or has a typo. Remove conditions one at a time to find the one that's excluding everyone.

Templates

Mumara may publish ready-made segments you can copy and adjust. When templates are available:

• On the Segments page, click Templates. In Segment Templates, click Clone next to a template to add a copy to your segments, or Clone all to copy every template.
• On the new segment form, click Select from the pre-defined templates, then Use This next to a template.

Then edit the copy to choose your own lists and values.

Work with a segment

See the contacts

Click the number in the Contacts column. View Segmented Contacts lists each matching contact's ID, Email, Bounced, Unsubscribed, Confirmed and Creation Date. Click an ID to see the contact's details.

Tools → Delete deletes contacts

On this page, Tools → Delete deletes the ticked contacts from your lists, not just from the segment.

Recount

Segment counts are refreshed periodically. Choose Recount from the segment's Actions menu for an up-to-date number, for example just before you send.

Export a segment

1. Choose Export from the segment's Actions menu.
2. Tick the data to include:
   • Select Custom Fields to Include: the email address and any of your fields
   • Statistics: Geo Country, Geo State, Geo City, Geo Zip, Browser, Operating System, Link Clicked, Message-ID
   • Campaign: Campaign Name, Group Name, Subject Line, Broadcast Creation Date, Campaign Sent Date
3. Click Export.

The export runs in the background. When it's done, a download icon appears next to the segment's contact count, and the file is listed under Tools → Exported Files. See Exported Files. An interrupted export picks up where it stopped.

Copy or move contacts to a list

1. Choose Copy contacts to a list or Move contacts to a list from the segment's Actions menu.

2. Under Contact Lists, choose the destination list. It can't be one of the lists the segment draws from.

3. Under Duplicates, choose what happens when an address is already in the destination list:

   Option	What happens
   Skip	Both contacts are left as they are.
   Overwrite	The destination list's contact is replaced by the segment's contact.
   Update	The destination list's contact is updated with the segment contact's statuses and field values. When moving, the original contact is then removed.
   Delete	The destination list's contact is kept, and the segment's contact is deleted from its original list.

4. Click Copy or Move.

Copy leaves the original contacts where they are. Move takes them out of their lists. Both run in the background, show their progress in the Actions column, and can be paused or cancelled there.

Any list segments can't be copied or moved

A segment that uses Any list spans all your lists, so it can't be copied or moved to a list. Use Contact list or Member of instead.

Send to a segment

When you schedule a campaign, choose segments as the recipients. The campaign goes to the contacts that match when it's prepared for sending, so contacts who start to match after you schedule it, but before it's prepared, are included.

The usual rules still apply: inactive, unsubscribed, hard-bounced, complaining and suppressed contacts are left out.

Delete a segment

Choose Delete from the segment's Actions menu, or tick several and choose Bulk Actions → Delete. Deleting a segment removes only its definition. The contacts stay in their lists.

If the segment is used by a scheduled campaign or a trigger, a Dependency Check window lists them: "Unassign the segment … from associated assets before deleting it." Remove the segment from each of them first.

Segment limits

Your plan can limit how many segments you create. When you reach the limit, Add New returns you to the Segments page with "Oops... The limit has been reached." Delete segments you no longer use, or change your plan. See Plan & Usage and Mumara ONE pricing.

Good practice

• Name segments by who's in them, and use Description for anything complicated.
• Start simple. Add one condition at a time and count as you go.
• Choose specific lists rather than Any list where you can. Segments count faster, and they can be copied or moved.
• Prefer clicks to opens for engagement. Privacy features in some mail apps load images automatically, which records opens nobody made.
• Re-engage, then clean. Send a win-back campaign to people who haven't opened in months, then stop mailing those who still don't respond.

Troubleshooting

Problem	What to check
The segment has 0 contacts	Remove conditions one at a time to find the one excluding everyone. Check values for typos, and check that the lists you picked hold contacts with that field.
The count looks out of date	Click Recount.
Count takes too long	Save the segment and check back later. Narrow the list selection or the date range to make it faster.
Copy or move is refused	The segment uses Any list, or the destination list is one of its source lists.
Location or device filters match nobody	Only contacts who have opened or clicked have this data.

Next steps

• Suppression: block addresses, domains and IP addresses
• Scheduling: send a campaign to a segment
• Triggers: act when a contact joins a segment