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Glossary

Email types & metrics

Segment

A dynamically evaluated group of contacts matching a set of property or event filters, used to target campaigns and automations precisely.

Segments vs. lists

A list is a set of contacts you add and remove yourself. A segment is a saved filter, like "plan is pro and signed up in the last 30 days", that is evaluated every time you use it. Contacts move in and out automatically as their data changes.

Useful segments to start with

  • Lifecycle stage: trial, paying, past due or churned.
  • Plan or tier, for announcements that only apply to some customers.
  • Engagement, to send less to contacts who haven’t opened in months.
  • Recent signups, for onboarding.

Segments in MailCraft

Segments filter on contact fields and custom properties, with conditions like equals, contains, greater than and less than, matched on all or any of the conditions. They’re evaluated when a campaign sends, so the audience is always current, and they can also back a dynamic list.

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