Creating Segments in Mailchimp

Overview of Task - what we are doing

Created to understand the number of people that we have from a certain source.

Purpose of Task - why we are doing it

Helps to track performance of list generation approaches.

Task Outline - the task broken down into steps

• 1. Navigate to the Lists page.

  2. Click the name of the list you want to work with.

  3. Click Create A Segment.

• 1. Type the name of your segment in the Advanced segment name field.

  2. On the top-level group, click the any drop-down menu and choose whether contacts need to meet any or all of the condition groups in your segment. The any/ all logic for the top-level group applies to all subsequent condition groups in your segment.

• 1. Click Add to add the first condition to the top-level group.

1. Use the drop-down menus to replace the default criteria with the criteria you want to use for your condition. Your condition will save automatically. For our Beer Cartel list we typically use Source (Not Signup Source) and enter the source name - use 'contains' as the criteria and enter in the source name.

• 1. Conditions that include text fields work like tags, so you can assign any/ all logic to the terms in the text field to allow you to combine similar criteria in one condition. In this example, we use a single condition and any logic to segment contacts who live in Iowa or Wisconsin.

  2. To add more conditions to the top-level group, click Add. To add additional condition groups, click Add group.

• 1. To add conditions to a group that is not the top-level group, click Add to group.

  2. As you build your segment, click Update Recipient Count at the top of the page to see the number of contacts that match your current conditions. To delete individual conditions, click the Minus icon next to the condition you want to delete. To delete a group of conditions, click Remove group next to the group you want to delete.

  3. When you're done, click Save And View Segment.