Dynamic segments are based on the data that you provide to MoonMail after you integrate your apps with MoonMail. When you create a dynamic segment, you choose the criteria that define that segment. For example, you could specify all contacts who use version 2.0 of your app on an Android device, and who have used your app within the past 30 days. MoonMail continuously re-evaluates your segments as your app records new contacts interactions. As a result, the size and membership of each segment change over time. For information about integrating your apps with MoonMail, see how to trigger events.
When you create a dynamic segment, you create one or more segment groups. A segment group consists of two components:
- Base segments – The segments that define the initial contact population. You can specify a single base segment, several base segments, or all of the segments in your MoonMail account.
- Filters – Criteria that you apply on top of the base segments. In most cases, adding a filter reduces the number of contacts that belong to the segment. You can add as many filters as you want in order to tailor the segment to your needs.
You have to create at least one segment group, but you can optionally create two segment groups. If you add a second segment group to your segment, you can choose how the two-segment groups are connected. There are two ways to connect the two-segment groups in your segment:
- By using AND logic – If you use AND logic to connect two segment groups, your segment contains all contacts who meet all of the criteria in both of the segment groups.
- By using OR logic – If you use OR logic to connect two segment groups, your segment contains all contacts who meet all of the criteria in either one of the segment groups.
Creating a Dynamic Segment
There are two steps involved in creating a dynamic segment. First, you set up the segment. Next, you set up the segment groups for the segment.
Step 1: Set up the segment
To create a segment
- Sign in to your MoonMail account.
- Choose the Segments section. The Segments page opens and displays segments that you previously defined.
- Choose Create segment.
- Under Create a segment, choose Build a segment.
- For Segment name, type a name for the segment to make it easy to recognize later.
1. Under Segment group 1, next to Include contacts that are in, choose one of the following options:
- any – If you use more than one segment as a base segment, your new segment contains contacts that are in at least one of the segments you select.
- all – If you use more than one segment as a base segment, your new segment only contains contacts that are in all of the selected segments.
2. Next to of the following segments, choose the segment or segments that you want to use as base segments, as shown in the following image.
The menu doesn't close when you select the first base segment. If you want to use several base segments, you can continue to select segments as necessary. When you're done choosing segments, choose an area outside the menu to close it.
3. With Add a filter group you can apply all the filters you need to refine the segment. Use this option to filter by contact-specific attributes and metrics. When you select this option, you specify how recently the contact was active, or how long it's been inactive. After that, you can optionally specify additional attributes and metrics associated with that contact. For example, this filter could include all contacts who were active within the past 7 days who opened at least one of your campaigns, as shown in the following image.
You can add several attributes to this filter. To add another attribute, choose Add a filter.
You can add several filter groups to a single segment group, and each filter can include several attributes. To add another filter group, choose Add a filter group.
If the segment group includes more than one filter, you can specify how the filters are related to each other. For example, you can set up the filter section to include contacts who meet any of the filter criteria you specified, or to only include those contacts who meet all of the specified criteria or even to include only those contacts who meet none of the specified criteria. To change this setting, change the value next to Contacts that match, as shown in the following image.
4. If you want to add another segment group to the segment, choose Add another segment group. When you add another segment group, you have to specify how it relates to the first segment group, as shown in the following image.
If you use an imported segment as the base segment for your first segment group, you can't create a second segment group.
If you select AND, the segment contains only those contacts who meet the criteria for both segment groups. If you select OR, the segment contains those contacts who meet the criteria in either one of the segment groups.
When you create a segment by using the MoonMail dashboard, you can add a maximum of two segment groups.
5. When you finish setting up the segment, choose Create segment.