Since our previous blog on Segmentation, List Segmentation in Mumara has evolved a great deal. Couple of dropdown options has changed, some terms have turned more meaningful, and some backend functionality has added great utility for the clients.
Filter Search Results
The section we previously labeled as “Search Settings” has now become “Filter Search Results”. However, it isn’t the change of the name only; the section has added couple of new options, and has improved few already existing.
Filter by Country
It is the new option in this section with a dropdown consisting of country names to select the desired ones. The country field would work with the combination of other filter you have applied to search and separate out specific records from the selected list(s). This dropdown has provided an ability to select MULTIPLE countries from the dropdown; it ensures that set filter has separated out all required number of records. For example, French speaker in the list may reside in two countries France and England; for this specific case, selection of both the countries will be applied with the combination of appropriate Custom Field Filter from the bottom. It will separate out French Language Audiences from both of the lists.
Multiple Values for Contains and Doesn’t Contain
The fields for “Email Contains” and “Email Doesn’t Contain” can now have multiple comma separated values; I.e. “Email Contains” can have George, John, Solomon, Albert to separate out the records email address of which contains all these values. In the previous versions of Mumara, the fields could carry only one option at a time to process the query.
Filter before, after and between specific dates
The final new option to discuss for the section “Filter Search Results” is the “Creation” date. The date value in the first field will separate out records created after that particular date; the value in field second in the row will filter records/contacts created before that specific date in the field, while using the two fields together will help getting records added/created between the two specific dates.
More Options for Filter Opens and Filter Clicks
The sections previously named as “Opened” and “Clicked” have now updated with new fields, functionality and name. There are number of options added with regard to filter specific records from the selected list. Before the addition of these new options, the sections were fairly simple with couple of option. Here is something that the new options have to offer.
It is a simple dropdown selection to select the status of the records you want to apply filter on. For the Filter Opens section the dropdown offers three options to filter “Opened” or “Unopened” contacts only, or leave the filter by selecting “All”. For the Filter Clicks, the options are “Clicked” “Unclicked” and “All”, where all stands for ignoring the filter and moving forward without affecting the clicks.
New options for Geographical Segmentation
Previously the geographical segmentation was limited to the country of the contacts that have opened the email or clicked the link, but new upgrades have opened up options to be more precise. After the selection of country, Region, City and Zip code are the options for more specific segmentation of your selection (Opened/Unopened). For example, if one wants to sell property in United States “Country”, New York “City”, 10012 “Zip/Post Code”, is there any better option to reach the most targeted audience than this detailed geographical segmentation.
Filter by Browser and Operating System
Two fields with two useful filters, one to filter the records by their browser type, and the second is to filter by the operating system. As overwhelming numbers of emails are now opened on mobile devices, segmentation of mobile specific opens/ clicks can’t be overlooked any longer. Filter by OS (Operating System) will provide great help to segment records that has opened email or clicked the link using mobile operating system.
Filter Records between Specific Dates
The fields read as “Start Date & Time” and “End Date & Time” was previously termed as “Opened After” and “Opened Before”. The combination of both the fields is used to separate out records between specific dates. As mentioned only the name has been changed, options were available even in the previous versions.
Segment Records by Specific Campaign
Really helpful selection to segment records of some specific selected campaign(s) only. There is repetition of the same dropdown in both “Filter Opens” and “Filter Clicks” sections. And the scope extents to segment, opened, unopened, clicked and unclicked of some specific selected campaigns.
Segment by Link Clicked
The dropdown option has been added towards the end of “Filter Clicks” section, and will be having all the links of the selected campaign(s) to select among them. The filter will help segmenting the contacts that just clicked the specific selected link in the selected campaign(s); it can be some valuable link like the link to the sales page.
Custom Field Filters
These are set of rules newly added during the recent product upgrades. The three fields together help setting up rules for the contacts to match for the segment. The following number of options can be explored using “Custom Field Filters” at the bottom.
1) Confirmation Status of the contact Is or Isn’t Confirmed
2) Custom Field (e.g. First Name, Last Name, Company, City etc.) Contains particular values( Multiple comma separated values can be added)
3) Custom Field (e.g. First Name, Last Name, Company, City etc.) Doesn’t Contain particular values( Multiple comma separated values can be added)
4) Custom Field (e.g. First Name, Last Name, Company, City etc.) Is (exactly) Equal to defined values
5) Custom Field (e.g. First Name, Last Name, Company, City etc.) Isn’t (exactly) Equal to defined Values
6) Custom Field (e.g. First Name, Last Name, Company, City etc.) Starts With stated values
7) Custom Field (e.g. First Name, Last Name, Company, City etc.) Ends With stated values
8) Custom Field (e.g. First Name, Last Name, Company, City etc.) is Less Than the stated values
9) Custom Field (e.g. First Name, Last Name, Company, City etc.) is Greater Than the stated values
All the above mentioned conditions can be set as rule to create a new segment. Contacts matching with the set rules/conditions will only be separated in result of the segmentation. Following two options are also available for more planned segmentation.
Match all Conditions (And)- Contact will only be separated out in result of saving the segment, if it matches all the defined rules/ conditions
Match any Conditions (Or)– Contact will be separated out even it matches any of the defined rules/ conditions
Send Email Campaigns Directly to Segmented Records
Formerly, the segmented contacts were required to move/copy to another list, in order to have been scheduled for an email campaign. But new product upgrades have enabled to save the segmented records, and later select among the saved contacts to send an email campaign. Selection among the saved segments is as much convenient as selecting the email lists, during the process of “Scheduling an Email Campaign”.
Export, Copy or Move Saved Segments
The option were available even in the previous version of the product, but it has now moved to “View Segments” link, where you will be able to export, copy or move the saved segments to the desired selected lists.
Follow are some useful links, one leading to the Mumara help center documentation to help creating the segments, while the following links will help to learn how Segmentation in Mumara has evolved over the time, leading to some of the old blog entries.
Learn More About- Creating Segments in Mumara
I’ve been with team Mumara since the inception of our very first application. This has been a remarkable journey throughout where I got the chance to play variety of roles during application development and distribution lifecycle. I really love to share what I’ve learnt about variety of topics including Mumara apps, Customer Engagement, Data Driven Marketing and Marketing Automation.