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Create Profile Overview with Segmentation
Create Profile Overview with Segmentation

Unsubscribed, Inactive Profiles, Bounces, Plus minus in Segment

Rikke Søndergaard avatar
Written by Rikke Søndergaard
Updated over a week ago

Profile Overview with Segmentation

Use the Segment Builder to create a few useful Profile overviews.


In this Article


Profiles who Unsubscribed

A way to see Profiles who have unsubscribed from your communications is by using the Segment Builder. Set the conditions for the segments to see unsubscribed Profiles for all Subscriptions for all time or choose specific Subscriptions and time period.

1. Head over to Audience and go to the Segment Builder. Click Create new Segment to get started or choose an already existing one to edit.

2. Name the Segment.

3. Now you are ready to add the conditions for the Segment. Locate the Unsubscribe event for the channel you want and drag it into the canvas.

4. This condition with no adjustments will capture all Profiles who unsubscribed from any Subscription at any point in time at least once since you started sending emails from the platform. Click Calculate Profiles in the bottom bar to check the number.

5. If you wish to only capture Profiles who have unsubscribed from a specific Subscription click the cogwheel icon and click Add event data.

6. In the dropdown choose topicId (string). TopicId is the ID for the Subscription. Locate the ID by opening the specific Subscription and copy this ID in the url.

7. Choose Equals to and paste the ID into the value field.

These conditions will capture all Profiles who unsubscribed from that specific Subscription at any point in time at least once since you started sending emails from the platform.

8. Further adjust the conditions to only capture Profiles who unsubscribed within a specific time period by choosing the When tab.

9. Choose the duration that fits your needs and adjust them to the time period you wish.

10. To calculate matching Profiles, click Calculate Profiles.

11. Click Show Profiles in the bottom bar to open the Segment and follow how it evolves over time.

12. If you want to use the Segment for future occasions its Profiles, click Save Segment.


Hard Bounces

Create a Segment that will capture all Profiles who experienced hard bounces. This type of Segment is especially useful to keep your Audience clean.

1. Head over to Audience and go the the Segment Builder. Click Create new Segment to get started or choose an already existing one to edit.

2. Name the Segment.

3. Add the conditions for the Segment. Locate the Email Bounces event and drag it into the canvas.

4. Open the Bounce condition by clicking the cogwheel icon and choose Add event data.

5. Choose BounceReason in the dropdown.

6. Choose Starts with and write Hard in the value field.

7. This will capture all Profiles who experienced a hard bounce at least once since you started sending email from the platform.

💡Tip! To be even more specific in the type of bounces you want to capture use the bounce codes.

8. Set the frequency.

The system will try to send the email to a Profile three times. If the delivery does not succeed after the third attempt the Profile will be blocked from the sending. You can Add frequency to the Segment if you want to clean out this type of Profiles from your Account.

Adjust the Segment to capture only a specific type of Hard Bounce or other type of bounce. Find the hard bounce codes and reasons below. Find all bounce reasons and codes here.

bounceCode

bounceReason

1004

Hard - Unknown

2000

Hard - General hard bounce

2001

Hard - Recipient email does not exist

2002

Hard - Domain name does not exist

2004

Hard - Closed email account

8. Once done click OK.

9. To calculate matching Profiles, click Calculate Profiles.

10.Click Show Profiles in the bottom bar to open the Segment and follow how it evolves over time.

11. If you want to use the Segment for future occasions its Profiles, click Save Segment.


Inactive Profiles

Inactive Profiles - Using Response Data

Excluding inactive Profiles from your sendings is very useful when trying to avoid spam traps, and will allow you to safeguard your deliverability rate.

Create a segment for Profiles that haven't interacted with your Email tool activities in some time - define inactive and active Profiles by taking a look at their Profile data.

With increasingly restrictive Mail Privacy Protection initiatives, carefully consider what gives you the best indication of inactivity - opens might not give you the correct answer anymore. Clicks can be a indicator to use. Check out an example below.

Note: All example are only valid if the account has one section. In segment builder, it is not possible to select a section at the moment.

In this example the goal is to capture Profiles who have become inactive by not clicking in any campaign the last 6 months.

1. Head over to Audience and go the the Segment Builder. Click Create new Segment to get started or choose an already existing one to edit.

2. Name the Segment.

3. Add the conditions for the Segment. Locate the Email Click event and drag it into the canvas.

4. To make sure you capture all Profiles who did NOT click, change the + icon to - by clicking once.

5. Set the time frame. Open the Click condition by clicking the cogwheel icon. Go to When and choose a time from the dropdown. In this example we'll choose N months ago.

6. Set the time frame to be between 6 month and the time you started sending from the platform to capture all Profiles who stopped clicking in campaigns more than 6 months ago.

💡Tip: Also use frequency to define inactive Profile. Got to How Often and choose the conditions.

7. Once done click OK.

8. To calculate matching Profiles, click Calculate Profiles.

9. Click Show Profiles in the bottom bar to open the Segment and follow how it evolves over time.

10. If you want to use the Segment for future occasions its Profiles, click Save Segment.


Empty Value Segments

An Empty Value Segment targets Profiles that don't contain a value for a specific Attribute or Event.

Create an Empty Value Segment by excluding the condition without any additional settings. The Segment will exclude all Profiles with empty values for this Attribute or Event.

This Segment can be included in order to target Profiles without a value, and excluded to only target those with a value.


What's Next?

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