Bronto Support's Most Common Questions: Segments
Senior Support Associate
Wednesday, August 24, 2016
In this installment of Bronto Support's most frequently asked questions, we'll take a closer look at Segments and the best practices we recommend to identify contacts in your account using specific rules and lesser-known features.
Include "Inactive" Contacts in Your Segments
By default, Segments will only identify Active Contacts, which include both the "Onboarding" and "Active" contact statuses. However, they can be configured to include All Contacts, which will also include the "Inactive" status types: “Bounce," "Transactional," "Unconfirmed" and "Unsubscribed." To do so, click the "Advanced" button in the upper right corner while editing the segment, and change the "Show" drop-down menu from "Only Active Contacts" to "All Contacts." This setting can also be changed to "Only Inactive Contacts" if desired. Please Note: The "Active Contacts" column on the Tables > Segments table will only include contacts that are "Onboarding" or "Active," not any of the "Inactive" contact status types.
Find Contacts Who Clicked a Specific Link
If you would like to find contacts who clicked a specific link in a message, you can do so by selecting the "Email" category and the "Specific Link Clicks" criterion. However, if your message has not been sent before (test deliveries do not count), then you won't be able to select any of the links in it for the segment's rule. You could either send a delivery of the message to an internal testing list or change the "On a Specific Link" drop-down menu option to "On a Link Containing" and then copy and paste in the URL you would like to use.
Segment on a Segment
Sometimes it's helpful to find contacts who are either on, or are not on, another segment. However, the "Membership" category does not allow for creating a segment based off of another segment. Luckily, there are two workarounds for this dilemma: 1. Create the second segment with the rules (or opposite rules) of the first segment. 2. In the first segment, click the "Copy to List" button in the upper right corner to copy its contacts to a list, and then build the second segment to include or exclude contacts that are on that list by choosing the "List Membership" criterion. Please Note: In the second method, contacts that have been added to or removed from the first segment will not automatically join or leave the created list, but it’s a great option for identifying contacts that are on (or not on) another segment at the current moment.
Look for Customers Who’ve Received a Certain Number of Messages
Have you ever found yourself wanting to find contacts that have been sent more than 50 deliveries, or those that have been sent less than 5? Well, if you choose the "Performance" category and the "Total Sent Emails" criterion, you can do just that! The "Equals" drop-down menu option can be changed to an assortment of options to pinpoint the exact number of deliveries you would like the contacts to have received.
Switch the "And" and "Or" Operators
Ever wanted to change the "And" operators on the outside of the segment that connect each rule together to "Or" operators? Or the inner "Or" operators that connect multiple criteria to "And" operators? If so, click the "Advanced" button in the upper right corner while editing the segment and change the "Match Type" from "Match All Rules" to "Match Any Rules."
Are You Ready?
Following these tips will help you identify groups of contacts with more precision and flexibility. But remember: Bronto Support is available 24 hours a day from Sunday at 6 p.m. EDT – Friday at 11 p.m. EDT to help with any questions or concerns. We are always happy to help! That's it for now, but stay tuned for future posts with more FAQs and best practices from your friendly neighborhood Support Team here at Bronto.