Segmentation

Well-designed segments are the key to the marketing campaign's success. Sending messages to a small target audience provides more value than a bulk campaign to the entire contact list.

Segmentation is the process of dividing the contact database into segments based on specific conditions, such as gender, date of birth, order value, region, interests, etc.

Effective segmentation allows for more precise adaptation of marketing strategies, messages, and offers for each segment of contacts. It can also enhance the efficiency of campaigns and improve interaction with the audience.

Segments Types

There are two types of segments in eSputnik:

  • Lists: static segments, that are updated manually, via workflows, or by transferring data via API. For example, when importing contacts, exporting them from reports or dynamic segments.
  • Dynamic: dynamic segments that are regularly updated according to specified conditions. As soon as a contact matches the specified conditions, it’s automatically added to the segment. If the contact ceases to meet the conditions, it automatically leaves the segment.
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Note

A list cannot be turned into a dynamic segment, and the launch settings of a regular workflow accept dynamic segments only. To run such a workflow on the contacts of a list, create a dynamic segment with a condition on membership in that list and launch the workflow for the segment.

A list can't be converted into a dynamic segment. To use a list for launching a workflow, create a dynamic segment with the condition that the contact belongs to that list.

Creating Segments

  1. Go to Contacts → Segments and click Add segment.
Contact segments page with the Segments tab active and the Add segment button highlighted
  1. Select the type and click Create.
Segment types screen showing List and Dynamic segment options, each with a Create button

Learn more about how to create dynamic segments >

Segment Management Options

To access management options, press the three dots icon in the segment field.

Contact segments list with the options menu open, showing Contacts export, Copy segment, Split segment and Delete segment

Available options:

Contacts export

Any dynamic segment can be transformed into a regular contact list. For example, it is necessary to save contacts in a permanent list, as contacts in dynamic segments are constantly updated depending on conditions.

Get group contacts has no parameter for filtering by the date a contact was added to the segment, so the resource can't be polled for new additions. To react to contacts entering a segment, use webhooks or a workflow.

Copy

Only for the Dynamic segment type.

Split

Used for A/B testing and allows you to split a contact segment into several parts. When splitting, specify the number of contacts in each part or set the distribution by percentage.

If needed, you can increase the number of parts — up to 8.

Segment splitting dialog with two parts set by percentage and the Add part button highlighted

To split contacts evenly, enable the Split evenly toggle

Segment splitting dialog with the Split evenly toggle enabled, dividing contacts into three equal parts

You can split a segment only if it includes more than 10 contacts. We recommend conducting split tests with more than 2,000 active contacts to avoid inaccurate results.

Empty

Only for the List segment type.

Segment options menu with the Empty segment option highlighted

When you delete contacts from the list, they will remain in your database.

Delete

Two methods are available:

  1. Via the segment management options.
Segment options menu with the Delete segment option highlighted
  1. From the list of segments.

This method allows you to delete multiple segments at once.

Select the required segment from the list and click the Delete selected button.

Contact segments list with two segments selected and the Delete button highlighted

If you choose the Delete with all contacts included in the segment option, restoring contacts will be impossible.

Delete segment confirmation dialog with the Delete with all contacts included in the segment checkbox selected
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Note

A segment deleted by mistake can be brought back — send its name to support and ask for a restore. Do this as soon as you notice the loss. Contacts deleted together with the segment are not covered.

If the deletion doesn't go through with Delete with all contacts included in the segment selected, clear the option and delete the segment on its own. Segments that hold no contacts can fail on that path.

Searching for Segments

Contact segments search field highlighted with a tooltip showing search options for name, tag, and ID

For a quick segment search, use the search field for:

The list of segments shows the workflows in which they are used

Contact segments list showing a segment with its associated workflow name underlined


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