Groups and segment

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Groups

In MailGreet, Groups are custom lists you create to organize your contacts based on shared interests or characteristics. Using groups allows you to send targeted emails to specific segments of your audience, improving relevance and engagement.

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Create a Group

To create a group:-

1. Navigate to the Subscribers page.
2. Click on the Groups tab.
3. Click on the Create new group button.
4. A dialog box will appear.
5. Provide the group name.
6. Also provide the group description.
7. Click on the Create Group button.

Now, the new group is successfully created and will be shown under the Subscriber Groups section.

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Edit a Group

To edit a group:-

1. Navigate to the Subscribers page.
2. Click on the Groups tab.
3. Under Your Groups section, Click on the Edit group button under the Actions field.

4. A Edit group dialog box will appear.

5. Now, you can change the Group name or the Group Description.
6. After changes, click the Save Changes button.
7. Your changes will be immediately reflected in the Groups tab.

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Change Group of Subscriber

To change the group of a subscriber:-

1. Navigate to the Subscribers page.
2. Click on the All subscribers tab.
3. Under All Subscribers section, Click on the particular subscriber whose group you want to change.
4. On the page of the subscriber, under the Contact Information section, click the Edit button.

5. A new dialog box will appear.

6. Under the Groups section, choose the new group.
7. And deselect the previous group the subscriber was attached to.
8. Click on the Save Changes button.
9. Now, you have successfully changed the group of the subscriber.

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Add Subscriber to Multiple Groups

To add subscriber to multiple groups:-

1. Navigate to the Subscribers page.
2. Click on the All subscribers tab.
3. Under All Subscribers section, Click on the particular subscriber whose group you want to change.
4. On the page of the subscriber, under the Contact Information section, click the Edit button.

5. A new dialog box will appear.

6. Under the Groups section, choose the new group.
7. Now, you have more than one group selected.
8. Click on the Save Changes button.
9. Now, you have successfully add multiple groups to a single subscriber.

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Delete a Group

To delete a group:-

1. Navigate to the Subscribers page.
2. Click on the Groups tab.
3. Under Your Groups section, Click on the Delete group button under the Actions field.

4. A new Dialog box will appear.

5. Click on the Delete Group button.
6. The Group is successfully deleted.

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Segments

At MailGreet, a segment is a dynamic list of subscribers filtered by specific rules you set. Use our powerful filtering tools to create segments based on subscriber data like groups, custom fields, signup date, location, campaign activity, automation workflows, inactivity, and more. Once you define your rule(s), MailGreet instantly shows you which subscribers match—giving you a clear view of your segment’s size and who’s in it. It’s an easy way to target the right people with the right message.

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Benefits of Segments

Create targeted subscriber segments based on:

1. Demographic data
2. Engagement metrics (opens, clicks)
3. Purchase history
4. Custom field values
5. Website activity

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Create a Segment

To create a segment:-

1. Navigate to the Subscribers page.
2. Click on the Segments tab.

3. Click on the Create new segment button in the Segments section or Click on the Create segment button in the Create Your First Segment section.

4. A dialog box will appear.

5. Enter the Segment name, Description, Conditions to segment the subscribers.
6. Segment Conditions can be based upon system default fields such as Email, First Name, Last Name, Status, Location, Timezone, Source, Created At, Updated At, Last Login, Opt-in Date, Email Status.
7. Or, you can segment subscribers according to your own custom defined fields. For that, you have to first create those custom fields before they are shown in the Conditions section of the Create new segment dialogbox below the system default fields.
8. You can also add Logical Conditions on the conditions using All (AND) or Any (OR).
9. You can add multiple conditions as you want to segment the subscribers.
10. To add multiple conditions, simply click on the Add another condition button.
11. Specify the new condition.
12. After specifying all the conditions, click on the Create segment button.
13. You have successfully created a new segment for the subscribers.
14. Subscribers will automatically get filtered according to this new segment that you have just created.
15. The created segment will be shown in the Segments section.

16. The number of subscribers which gets filtered according to this new segment will be reflected in front of this newly created segment.
17. Click on the segment to know more about the number of subscribers it have.

18. The old subscribers are successfully and automatically filtered or segmented according to your newly created segment.

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Edit a Segment

To edit a segment:-

1. Navigate to the Subscribers page.
2. Click on the Segments tab.
3. In the Segments section, click on the segment you want to edit.

4. That particular segment along with its filtered subscribers info will be shown on the right side of the Segments section.

5. Click on the Edit button.
6. A Edit segment dialog box will appear.

7. Edit the Segment name, Description, and the Conditions of the segment.
8. Click on the Update segment button after doing all the changes.
9. Now, you have successfully edited the segment.

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Delete a Segment

To delete a segment:-

1. Navigate to the Subscribers page.
2. Click on the Segments tab.
3. There are two ways to delete a segment.
4. First, you can hover over the segment in the Segments section which you want to delete. You will see a dustbin icon.

5. Click on this dustbin icon to delete the segment.

6. Second, you can click on the segment which you want to delete in the Segments section and when that segments info opens up to the right side of webpage. Then click on the Delete button.

7. Now, your segment is successfully deleted using above two ways.