List Segmentation in Mumara has evolved a great deal. A couple of dropdown options have changed, some terms have turned more meaningful, and some backend functionality has added great utility for the clients.
Table of Contents
- Filter search results
- Filter by country
- Multiple values for contains and doesn’t contain
- Filter before, after, and between specific dates
- More options for filter opens and filter clicks
- New options for geographical segmentation
- Filter by browser and operating system
- Filter records between specific dates
- Segment records by a specific campaign
- Segment by link clicked
- Custom field filters
- Send email campaigns directly to the segmented records
- Export, copy or move saved segments
Filter Search Results
The section we previously labeled as “Search Settings” has now become “Filter Search Results”. However, it isn’t the change of the name only; the section has added a couple of new options and has improved a few already existing.
Filter by Country
It is the new option in this section with a dropdown consisting of country names to select the desired ones. The country field would work with the combination of other filters you have applied to search and separate specific records from the selected list(s).
This dropdown has provided an ability to select multiple countries from the dropdown; it ensures that the set filter has separated all required numbers of records.
For example, a French speaker in the list may reside in two countries France and England; for this specific case, the selection of both countries will be applied with the combination of appropriate Custom Field Filter from the bottom. It will separate French Language Audiences from both of the lists.
Multiple Values for Contains and Doesn’t Contain
The fields for “Email Contains” and “Email Doesn’t Contain” can now have multiple comma-separated values; I.e. “Email Contains” can have George, John, Solomon, and Albert separate the records’ email addresses that contain all these values. In the previous versions of Mumara, the fields could carry only one option at a time to process the query.
Filter Before, After, and Between Specific Dates
The final new option to discuss for the section “Filter Search Results” is the “Creation” date. The date value in the first field will separate records created after that particular date; the value in the field second in the row will filter records/contacts created before that specific date in the field while using the two fields together will help get records added/created between the two specific dates.
More Options for Filter Opens and Filter Clicks
The sections previously named “Opened” and “Clicked” have now been updated with new fields, functionality, and name. There are several options added concerning filtering specific records from the selected list. Before the addition of these new options, the sections were fairly simple with a couple of options. Here is something that the new options have to offer.
It is a simple dropdown selection to select the status of the records you want to apply a filter on. For the Filter Opens section, the dropdown offers three options to filter “Opened” or “Unopened” contacts only, or leave the filter by selecting “All”. For the Filter Clicks, the options are “Clicked” “Unclicked” and “All”, where all stand for ignoring the filter and moving forward without affecting the clicks.
New Options for Geographical Segmentation
Previously the geographical segmentation was limited to the country of the contacts that have opened the email or clicked the link, but new upgrades have opened up options to be more precise.
After the selection of country, Region, City, and Zip code are the options for more specific segmentation of your selection (Opened/Unopened). For example, if one wants to sell property in the United States “Country”, New York “City”, 10012 “Zip/Post Code”, is there any better option to reach the most targeted audience than this detailed geographical segmentation?
Filter by Browser and Operating System
Two fields with two useful filters, one is to filter the records by their browser type, and the second is to filter by the operating system. As overwhelming numbers of emails are now opened on mobile devices, segmentation of mobile-specific opens/ clicks can’t be overlooked any longer. Filter by OS (Operating System) will provide great help to segment records that have opened an email or clicked the link using the mobile operating system.
Filter Records between Specific Dates
The fields read as “Start Date & Time” and “End Date & Time” was previously termed as “Opened After” and “Opened Before”. The combination of both fields is used to separate records between specific dates. As mentioned only the name has been changed, options were available even in the previous versions.
Segment Records by Specific Campaign
Really helpful selection to segment records of some specifically selected campaign(s) only. There is a repetition of the same dropdown in both the “Filter Opens” and “Filter Clicks” sections. And the scope extends to segment, opened, unopened, clicked, and unclicked of some specifically selected campaigns.
Segment by Link Clicked
The dropdown option has been added towards the end of the “Filter Clicks” section and will be having all the links of the selected campaign(s) to select among them. The filter will help segment the contacts that just clicked the specific selected link in the selected campaign(s); it can be some valuable link like the link to the sales page.
Custom Field Filters
These are a set of rules newly added during the recent product upgrades. The three fields together help set up rules for the contacts to match for the segment. The following number of options can be explored using “Custom Field Filters” at the bottom.
- Custom Field (e.g. First Name, Last Name, Company, City, etc.) Contains particular values (Multiple comma-separated values can be added)
- Custom Field (e.g. First Name, Last Name, Company, City, etc.) Doesn’t Contain particular values (Multiple comma-separated values can be added)
- Custom Field (e.g. First Name, Last Name, Company, City, etc.) Is (exactly) Equal to defined values
- Custom Field (e.g. First Name, Last Name, Company, City, etc.) Isn’t (exactly) Equal to defined Values
- Custom Field (e.g. First Name, Last Name, Company, City, etc.) Starts With stated values
- Custom Field (e.g. First Name, Last Name, Company, City, etc.) Ends With stated values
- Custom Field (e.g. First Name, Last Name, Company, City, etc.) is Less Than the stated values
- Custom Field (e.g. First Name, Last Name, Company, City, etc.) is Greater Than the stated values
All the above-mentioned conditions can be set as rule to create a new segment. Contacts matching with the set rules/conditions will only be separated as a result of the segmentation. The following two options are also available for more planned segmentation.
Match all Conditions (And)- Contact will only be separated as a result of saving the segment if it matches all the defined rules/ conditions
Match any Conditions (Or)– Contact will be separated even if it matches any of the defined rules/ conditions
Send Email Campaigns Directly to Segmented Records
Formerly, the segmented contacts were required to move/copy to another list, to have been scheduled for an email campaign. But new product upgrades have enabled to saving of the segmented records, and later selecting among the saved contacts to send an email campaign. Selection among the saved segments is as much convenient as selecting the email lists, during the process of “Scheduling an Email Campaign”.
Export, Copy or Move Saved Segments
The option was available even in the previous version of the product, but it has now moved to the “View Segments” link, where you will be able to export, copy or move the saved segments to the desired selected lists.
Follow are some useful links, one leading to the Mumara help center documentation to help create the segments, while the following links will help to learn how Segmentation in Mumara has evolved, leading to some of the old blog entries.