Segments: who gets a campaign

A segment is the group of people a campaign goes to. It is a saved set of filters, not a frozen list, so it is always up to date: the people are picked at the moment a send starts. Once a send has started, its list does not change.

A person is one email address in one branch. Someone with three orders is one person and gets one email. The variables come from their latest order that fits the filters.

Ready-made segments

Every branch starts with seven you can use or change: unbooked leads from the last 30 days, lost or not interested in the last 90 days, past customers who moved 6 to 24 months ago, upcoming moves in the next 14 days, storage tenants, affiliates, and corporate accounts (commercial customers).

Make a segment

1. Press Marketing, then Segments.
2. Press New segment.
3. Type a Name, for example "Unbooked leads, last 30 days".
4. Add filters. Each filter is a row: the field, the condition and the value. Every row must match.
5. Watch the count at the bottom.
6. Press Save.

You can filter by order status; move date, created date, first booked date and estimate sent date (in the last or next days, between days ago, or between two dates); service type, move type and move size; lead source and sales rep; from and to state, city and ZIP; storage; returning customer; account type (personal, corporate, affiliate); flags; and whether they opened or clicked a campaign before, or got a campaign and did not open it.

Estimate sent date is the day the first email about the order went to the customer, as the order's conversation shows it. An order that was never emailed has no estimate sent date, so a date filter on it never picks that order. For example, "Estimate sent date more than 7 days ago" with "Order status is Follow up" finds people who got a quote a week ago and have not booked.

The count tells the whole story

For example: "412 match · 12 no email · 37 unsubscribed · 3 bounced → 360 will get it". Press See the first 20 to see names.

Some people never get a campaign, whatever the filters say:

• people who unsubscribed from your campaigns, or from all your emails;
• orders with "Customer has no email" ticked, or with email switched off on the order or the customer;
• addresses that bounced or marked a campaign as spam;
• made-up or broken addresses;
• Bad lead orders.

Canadian branches follow Canada's rules (CASL) and this cannot be switched off. A Canadian branch's campaigns go only to people with a job in the last 2 years, people who asked for a quote in the last 6 months, or people with written consent on file. You record consent in Contacts.

There is no limit on how big a segment can be. A big send is spread over several days by your daily limit (see Marketing email).