Profile Overview with Segmentation
Use the Segment Builder to create useful Profile overviews.
In this Article
Profiles who Unsubscribed
Create a Profile Overview to see who unsubscribed from your communications. Chose what Subscriptions and time period, using the conditions in Segment builder.
1. Go Audience and Segment Builder and Create new Segment (or edit an existing one).
2. Name the Segment.
3. Now, 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. 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.
8. Further adjust the conditions to 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.
Learn how to export the Segment and delete the Profiles.
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.
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.
Learn how to export the Segment and delete the Profiles.
Inactive Profiles
Excluding inactive Profiles from your sendings is very useful when trying to avoid spam traps, and will allow you to safeguard your deliverability rate.
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.
Segment of Inactive Profiles - Using Response Data
In this example the goal is to capture Profiles who have become inactive by not opening, nor clicking in any campaign the last 6 months.
We will use response data: Email sent and not opened or not clicked.
1. Go to Audience and 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.
In the left column, go to Events/Response data/Email. Drag the Send condition into the canvas.
4. Open Condition Settings with the cogwheel.
Under When set time range between 0 and 6 months.
5. Add Response data Open and Click to the canvas.
6. Repeat same Settings in both Open and Click (cogwheel):
When - Between 0 and 6 months.
7. When Settings completed in all conditions, click OK.
8. Check Plus/Minus arrangement:
- Include all Profiles to whom Email was sent (plus icon)
- AND
- Exclude Profiles who opened OR clicked in Email (minus icon)
💡Tip: Also use frequency to define inactive Profile. Got to How Often and choose the conditions.
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.
Learn how to export the Segment and delete the Profiles.
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?