Setup Email Automation Based on Segmented Audience

Setup Email Automation Based on Segmented Audience

Introduction

In this comprehensive article, we'll delve into the intricacies of setting up email automation based on segmented audiences, empowering you to deliver targeted and timely messages that resonate with your subscribers on a deeper level. Whether you're a seasoned marketer or new to the world of email automation, this article will provide you with the knowledge and tools needed to harness the full potential of segmented audience targeting.

Here are the steps to set up Email Automation Based on Segmented Audience -:

Step 1. Go to Customers > Segment.

Step 2. Click on the Create button at the top right corner to create a new segment.

Step 3. Click on the Add Filter link.

Step 4. Select an option to filter out the customers.

Step 5. Select an option and input the value.

Step 6. Click on the Apply Filter button and then on the Save Segment button.

Step 7. Enter the name of the segment and click on the Save Segment button.

Step 8. Go to Workflow > Create button


Step 9. Drag a segment trigger from the left side.

Note📝: In the Segment Changed workflow, you can create more than 5 segment-based workflows, but only 5 can be active simultaneously.

Step 10. Click on the segment trigger and choose the segment you just created.

Note🗒️: A segment used in one workflow can not be reused in another workflow

If you still want to use the same segment, create a new segment with the same definition but with a different name and use that


Step 11. Drag an action from the left side and connect it with the trigger. Click on the Action and choose a message which you want to send in the workflow.

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