Save and Manage Segments

When you create a segment in your Mailchimp audience, you can save the segment to send specific email content to contacts who meet exact conditions.

In this article, you'll learn how to save and manage segments in your audience.

Before you start

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

• Before you can save and manage segments, you'll need an audience. To learn more about audience creation, read Getting Started with Your Audience.
• Make sure you're familiar with how segments work in Mailchimp. To learn more, check out Getting Started with Segments.
• Segmentation for Free and Essential pricing plans can combine up to 5 conditions. The Segmentation tool for Standard plans or higher can support multiple, nested conditions, except when used in automations and RSS campaigns.
• It may take some time for certain adjustments to your account, such as audience changes or adding a new integration, to be reflected in your segments. We recommend that you allow at least 2 hours for new information to populate in the segmentation database.
• Some changes made in your account, such as audience updates or a new integration, can take time to become available for use in segments. We recommend that you wait at least 2 hours to allow new information to populate in the segmentation database.
• Segments automatically update every time an email is sent.

Save a segment

Mailchimp offers several segmentation conditions. You can segment your contacts based on group data, campaign activity, purchase activity, and more.

To create and save a segment in your audience, follow these steps.

1. Click Audience, then click Segments.
2. If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
3. Click Create new segment.
4. Use the Select or search a filter drop-down to choose your first segmenting condition.
5. To add the next condition, click Add filter. For Standard or Premium plans, or Legacy plans with Mailchimp Pro, click Add “or” or Add “and” to add a condition based on your top-level group.
6. Click Review segment to see the number of contacts who match your current conditions. A segment name is required to review the segment. Use the Name your segment modal, enter your text into the field and click Review segment. If the results aren't what you expected, click Back to make changes.
7. In the Name your segment pop-up modal, enter your segment name, then click Review segment. If you need to make changes to your segment, click Go back to editing.
8. When you're ready, click Use segment.

Great job! We'll continuously update your segment as contacts meet the conditions you set. Your segments will appear in the contact table and your audience's Segments page.

When working with segments, the logic used to find the right contacts is very important.

• Select and if you want to find contacts who meet all of the conditions and condition groups in your segment.
• Select or if you want to find contacts who meet one or more of the conditions and condition groups in your segment.

To learn more about using segmentation, check out getting started with segments.

View and edit saved segments

To access a saved segment, follow these steps.

1. Click Audience, then click Segments.
2. If you have more than 1 audience, click the Audience drop-down and choose the one you want to work with.
3. In the Saved by you section, view your saved segments.
4. If you want to make changes to a segment, click Edit next to the segment you want to work with.

That's it! On the Segments page you can view and sort all saved segments, edit segmentation criteria, send to a specific segment, or export as a CSV file.

Update a segment

The segment builder for accounts on a Standard or Premium plan can be refreshed to update its contact count. Segments automatically update when you choose them in the email builder, but you can also manually update them from the Segments page at any time.

To manually update a segment from the Segments page, follow these steps.

1. Click Audience, then click Segments.
2. If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
3. Click the drop-down for the segment you want to work with.
4. Click Re-run to update the segment.
   

Delete a saved segment

Saved segments can be deleted when you no longer need them. When you delete a saved segment, we won't delete those contacts from your audience.

To delete a saved segment, follow these steps.

1. Click Audience, then click Segments.
2. If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
3. Check the box next to the segment you want to delete and click Delete.
4. In the Are you sure? pop-up modal, click Delete to confirm.

Your segment will be deleted. To use the segment again, you'll have to recreate it.

Next steps

Now that you know how to save and manage segments, check out our guides on common segmenting options.

Common Segmentation Combinations

Segment an Audience by Purchase Activity