Manage an Advanced Segment

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Use advanced segmentation to send specific campaign content to contacts who meet precise conditions. You'll use data from your audience to create nested segments with and/or logic.

Here’s an example: You want to market to everyone who lives in Atlanta, has opened an email in the last 30 days, has a specific tag you applied, has purchased something from your store, and is of a certain age. An advanced segment makes it possible to find those people.

In this article, you'll learn how to create, update, and delete an advanced segment in your audience.

Before you start

Here are some things to know.

Create an advanced segment

To create an advanced segment, follow these steps.

  1. In the left navigation menu, click Audience, then click Segments.
  2. If you have more than 1 audience, click the audience drop-down to the right of the Segments heading and choose the one you want to work with.
  3. Click the Create Segment button.
  4. Click the Filter drop-down and choose the types of contacts you want to include in your segment: Subscribed, Unsubscribed, Non-subscribed, or Cleaned.

  5. Use the three horizontal dots next to Segment Filters to select the logic that will apply to all the conditions and condition groups in your segment.

  6. Select and if you want to find contacts who meet all of the conditions and condition groups in your segment.

  7. Select or if you want to find contacts who meet one or more of the conditions and condition groups in your segment.

  8. For this example, we’ll select and to find contacts who meet all of our conditions. Note that the remaining steps will be slightly different when “or” logic is applied as the segment’s top-level logic.

  9. Click the Select or search a filter drop-down to add a condition. Then use the condition-specific drop-downs to customize it. To add more conditions to the condition group, click Add “or.”

  10. To delete individual conditions, click the X icon next to the condition you want to delete.

  11. You can duplicate a condition by clicking on the duplicate icon.

  12. To add another condition group to the segment, click Add “and,” then repeat step 6.

  13. As you build your segment, click Review segment to see the number of contacts who match your current conditions. A segment name is required to review the segment, so in the Name your segment modal, enter your text into the field and click Review segment.
  14. When you're done, click Use segment.

Your segment will display in the contact table as a filter.

[!NOTE] Conditions that include text fields work like tags. You can assign Any or All logic to the terms in the text field to allow you to combine similar criteria in one condition.

Update an advanced segment

Advanced segments automatically include the latest matching contacts, so you don’t need to save or refresh them before sending.

Delete an advanced segment

To delete your advanced segment, follow these steps.

  1. In the left navigation menu, click Audience, then click Segments.
  2. If you have more than 1 audience, click the audience drop-down to the right of the Segments heading and choose the one you want to work with.
  3. Under Saved by you, check the box next to one or more segments you want to delete.
  4. Click Delete.
  5. In the Deleting a segment cannot be undone. Are you sure? pop-up modal, click Yes, delete to confirm.

Getting Started with Segments

Your Mailchimp audience contains a lot of data about your contacts. You can use this data to create segments and send targeted campaigns.

Troubleshooting Advanced Segments

Having trouble with advanced segments? Learn about common issues and get solutions.