Manage an Advanced Segment

Advanced Segmentation creates complex contact segments so you can further target your campaign content to specific contact sets or view contacts who meet precise conditions. You'll use data from your audience to create nested segments and combine any and all logic into a single segment.

Example: You want to market to everyone who lives in Atlanta, has opened a campaign in the last 30 days, has a specific tag you applied, has purchased something from your store, and is of a certain age. An advanced segment makes it possible to find those people.

In this article, you'll learn how to create, update and delete an advanced segment in your audience.

Before you start

Here are some things to know before you begin this process.

• This feature is included with Mailchimp Pro or our Premium plan.
• Make sure you're familiar with Regular segmentation and Advanced Segmentation.
• Changes you make in your account, like audience updates or a new integration, take time to transfer over to your advanced segments. We recommend that you wait at least two hours to allow new information to populate in the advanced segment database.
• For more on how advanced segments are structured, take a look at Understanding Advanced Segmentation Logic.
• Advanced segments are unavailable in automated campaigns.
• Geolocation-based conditions are unavailable for advanced segments. This includes all Location conditions, as well as the is within condition for Zip code and Address.

Create an advanced segment

To create an advanced segment, follow these steps.

1. Click the Audience icon.
   
2. Click All contacts.
   
3. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
4. Click New Segment.
5. Click the Advanced Segment tab.
   
6. Type the name of your segment in the Advanced segment name field.
7. Click the email marketing status drop-down and choose which types of contacts you want to include in your segment.
   
8. Click the any or all drop-down and choose whether contacts need to meet any or all of the conditions and condition groups in your segment. This logic applies to all subsequent condition groups in your segment.
9. Use the drop-down menus to replace the default criteria with the criteria you want to use for your condition. Your condition will save automatically.
   Conditions that include text fields work like tags, so you can assign any or all logic to the terms in the text field to allow you to combine similar criteria in one condition.
10. To add another condition, click Add. To add a group of conditions, click Add group.
    To add conditions to a group that is not contingent upon the top-level, click Add to group.
11. As you build your segment, click Rerun to see the number of contacts who match your current conditions. To delete individual conditions, click the minus icon next to the condition you want to delete. To delete a group of conditions, click Remove group next to the group you want to delete.
12. When you're done, click Save And View Segment.
    

Your segments will display in the contact table and on the Advanced tab in your audience's Segments menu.

Update an advanced segment

Refresh an advanced segment to update its contact count. Advanced segments automatically update when you choose them in the campaign builder, but you can also manually update them from the contact table at any time.

To manually update an advanced segment from the contact table, follow these steps.

1. Click the Audience icon.
   
2. Click All contacts.
   
3. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
4. Click the View Segment drop-down menu, and choose the segment you want to work with.
5. Click Rerun to update the segment.
   

Delete an advanced segment

To delete your advanced segment, follow these steps.

1. Click the Audience icon.
   
2. Click All contacts.
   
3. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
4. Click the View Segment drop-down and choose View All Segments.
5. Click the Advanced tab.
6. Check the box next to the segment you want to delete.

7. Click Delete.

   

8. In the Are you sure? pop-up modal, click Delete again to confirm.