Save and Manage Segments
by Intuit• Updated 1 week ago
After you create a segment in your Mailchimp audience, save that segment to use with your campaigns.
In this article, you'll learn how to save and manage segments.
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.
- Regular segmentation combines up to 5 conditions, and it's included with all Mailchimp plans. Advanced segmentation supports multiple, nested conditions, and it's included with the Standard plan or higher.
- Segments automatically update every time you send an email.
Create and save a regular segment
Mailchimp offers several segmentation conditions. Segment your contacts based on group data, email activity, purchase activity, and more.
To create and save a segment in your audience, follow these steps.
- Click Audience, then click Segments.
- If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
- Click Create regular segment.
- Use the Select or search a filter drop-down to select the filter you want to use.
- If you want to add an additional filter to your segment, click Add filter. Add up to 5 filters to your regular segment. To learn more about segments with multiple filters, check out Getting Started with Segments.
- Click Review segment.
- 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.
- When you're ready, click Use segment.
Great job! We'll continuously update your segment as contacts meet the conditions you set.
View and edit saved segments
To view and edit a saved segment, follow these steps.
- Click Audience, then click Segments.
- If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
- In the Saved by you section, view your saved segments.
- 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 Segment page you can view and sort all saved segments, edit segmentation criteria, send to a specific segment, or export as a CSV file.
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.
- Click Audience, then click Segments.
- If you have more than 1 audience, click the Current audience drop-down and choose the one you want to work with.
- In the Saved by you section, check the box next to the segment you want to delete, then click Delete.
- 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.
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