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How to build a subscriber segment to target the right people

Segments let you group subscribers by shared traits and behavior, then message just that audience. Build one step by step: name it, add conditions with All or Any match logic, and target it in a campaign.

Sending the same email to your whole list is the fastest way to bore the people who love you and annoy the people who don't. Segments fix that. A segment is a saved, always-up-to-date group of subscribers who share something — what they're tagged with, when they were added, whether they open your emails — so you can send the right message to the right people instead of blasting everyone.

This guide builds a segment from scratch, end to end, so by the finish you can target a campaign at exactly the audience you want.

Who this is for: anyone managing a mailing list who wants to send more relevant campaigns. You'll work entirely on the customer side, inside one of your lists — no admin access needed.

Before you start

  • A list with subscribers — segments live inside a single list, so you need one with contacts in it. Go to Audience → Lists and open the list you want to segment.
  • Something to segment on — segments filter on subscriber fields (email, name, company, tags, the Created date) and behavior (when they last opened or clicked). The more complete your subscriber data, the sharper your segments. If your list is messy, clean it first with list hygiene.
  • A goal in mind — "people who opened in the last 30 days", "Gmail subscribers", "tagged as VIP but never clicked". Knowing the audience makes the conditions obvious.

Step 1 — Open the Segments tab

Open your list, then click the Segments tab. This screen is the home for every segment on the list: a count of your total segments, how big each one is, and a table of the segments you already have with their match rules and live subscriber counts.

To start a new one, click New segment in the top-right corner.

The Segments screen for a list The Segments tab shows total segments, the size of each, and a table of existing segments with their match rules. New segment is in the top-right corner.

Step 2 — Name it and choose the match logic

The create screen asks for two things up front:

  • Segment name — name it for the audience, not the rule. Engaged Gmail subscribers tells you more at a glance than Segment 1. This is just a label for you; subscribers never see it.
  • Match subscribers who meet — this is the important one. All means a subscriber has to meet every condition to be included (this is AND — narrower, more precise). Any means meeting just one condition is enough (this is OR — broader). Most targeted segments use All.

Give it a clear name and leave the match set to All for now — you'll see why in the next step.

The create-segment form Name the segment for its audience, then pick how conditions combine: All (meet every rule) or Any (meet at least one). Then add your first condition.

Step 3 — Add your first condition

Click Add condition. A condition row appears with three parts, left to right — this is the whole engine of a segment:

  1. Fieldwhat you're filtering on. Open the dropdown and you'll see every field on the list: Email, First Name, Company, Tag, Created date, Last opened email, Last link click, plus any custom fields you've added.
  2. Operatorhow you're comparing it: equal, not equal, contains, not contains, starts with, ends with. For dates and numbers you also get greater than and less than, plus blank / not blank to catch empty fields. The choices suit the field type.
  3. Valuewhat to match against. For a text field you type it in; for a date you pick one.

Read the row left to right and it says a sentence. The example below reads "Email contains @gmail.com" — a quick way to isolate your Gmail subscribers.

A condition set to Email contains @gmail.com Each condition is three parts — field, operator, value — that read as a sentence. This one matches every subscriber whose email contains "@gmail.com".

Tip: Not sure which field to pick? Start broad with one condition, save, and check the subscriber count. If it's too big, come back and narrow it — segments are always safe to edit.

Step 4 — Stack conditions to get specific

One condition is a filter. Two or more is a targeted segment. Click Add condition again for each extra rule, and remember the All / Any choice from Step 2 decides how they combine:

  • All (AND) — every condition must be true. Email contains @gmail.com and Last opened email greater than 2026-05-01 and Tag equals vip gives you recently-active Gmail VIPs — a tight, specific audience.
  • Any (OR) — one condition is enough. Tag equals vip or Tag equals early-adopter pulls everyone in either group into one segment — a broad audience.

A good rule of thumb: use All when you're narrowing to a precise group, Any when you're gathering several groups into one. To drop a condition, click the × on its row.

Step 5 — Save and use it

Click Save segment. You land back on the Segments tab, and your new segment shows up in the table with a live subscriber count — the number of contacts who match right now. That count isn't frozen: because a segment is a set of rules (not a fixed list), it updates itself as subscribers join, leave, or change. A "recent Gmail openers" segment automatically picks up tomorrow's new matching subscribers with no extra work.

Now put it to work. When you build a campaign and pick this list, you can target the segment instead of the whole list — so only the people who match get the email. Same for automations. That's the whole payoff: one relevant send beats ten generic ones.

Troubleshooting

  • The segment count is 0 → your conditions are too strict, or a value doesn't match your data. Loosen one condition (or switch All to Any) and watch the count move. A common cause is a typo in the value, or filtering on a field most subscribers leave empty.
  • Way too many subscribers match → you're on Any when you meant All, or you only have one broad condition. Switch to All and add a second condition to narrow it.
  • A field you expected isn't in the dropdown → it's a custom field that doesn't exist on this list yet. Add it under Manage list fields, make sure your subscribers have values for it, then it'll appear as a condition option.
  • The count looks stale → it isn't — segment counts are computed live from current subscribers. If a number surprises you, open the segment and re-read the conditions; the rules are doing exactly what they say.

Recap

You've built a segment: opened the Segments tab, named it, chosen All or Any match logic, added conditions (field, operator, value), stacked them to get specific, and saved a self-updating audience you can target in any campaign.

Next, learn which segments actually move the needle in Segments: slice your list into audiences that convert, and turn a "went quiet" segment into a comeback with re-engagement automation.

12 bình luận

9 bình luận

  1. rachel.kim.ops (đã chỉnh sửa)
    greater than on a date field isnt obvious at first but makes total sense once it clicks. solid writeup
  2. minh.nguyen.ma… (đã chỉnh sửa)
    very clear guide, thank you. one question, after i save the segment can i use it in automation also or only in campaign?
    1. sofia.reyes.cr… (đã chỉnh sửa)
      @Minh yep works in automations too, same list picker lets you target the segment
  3. bruno.alves.mk… (đã chỉnh sửa)
    took me a minute to realize the value box wants exactly what you type. i put Gmail with a capital G and got 0 results, freaked out, then switched to contains and lowercase gmail and suddenly 4k people. so yeah watch contains vs equal, it matters way more than i thought
  4. lena.k.pl (đã chỉnh sửa)
    the Tag equals trick saved me so much time lol
  5. kevin.obrien.m… (đã chỉnh sửa)
    came over from mailchimp and honestly the All/Any toggle here is way less confusing than their nested condition groups. took me one read
  6. tbecker82 (đã chỉnh sửa)
    wait wheres the country field? i wanted to segment by location but the dropdown only has email name company tag and a few others
    1. aisha.r.email (đã chỉnh sửa)
      @Tom theres no country field out of the box. you add a custom one under Manage list fields and fill it in, then it shows up as a condition option. or if you already collect city/state at signup just use that
  7. sofia.reyes.cr… (đã chỉnh sửa)
    been leaning on segments hard for our winback flow. built a Last opened email greater than 90 days one and it pulls the dead weight out perfectly. paired it with the sunset pattern from the reengagement guide and open rates went up
  8. danw.mktg (đã chỉnh sửa)
    quick q, if i pick All and add like 3 conditions does the count update as i add each one or only after i save?
    1. marco.b.mail (đã chỉnh sửa)
      @Dan it recalcs after you save. stack all the conditions then hit save segment and the number shows up in the table
  9. priya.nair.mai… (đã chỉnh sửa)
    ok the live count thing finally clicked for me. i always assumed segments were just saved static lists you had to rebuild. thanks

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