Segmentation is not a requirement but a wise strategy when you have a business with a constantly growing email list of subscribers or contacts. You wouldn't want to send the same email campaigns and newsletters to everyone in your email list as each of them subscribed to you for different reasons and would have different preferences of what they want to receive in their inbox. Segmentation simply involves grouping your email subscribers based on their commonalities so you can send them email campaigns and newsletters that are relevant to their characteristics or preferences. In this tutorial, I laid out the steps to implement segmentation using MailChimp.

1. HOW TO:
Segregate growing email list into specific
groups and niches
PRESENTATION BY:
JASMINE DY | EXPERT CONTENT PRODUCER
WWW.JASMINEMIRA.WORDPRESS.COM

2. WHAT IS SEGMENTATION?

3. Grouping of certain email contacts/subscribers
according to commonalities in characteristics or other

4. WHY THE NEED FOR SEGMENTATION?

5. To maximize the information provided and collected
from customers (your target market)

6. To filter emails sent to the most relevant customers

7. To serve better email content relating to specific
customers’ wants

8. RESULTS FROM SEGMENTATION

9. Better customer relationship /
Foundation for long-term loyalty

10. Deeper knowledge of customers’ profiles and
behavior

11. Increase in customer engagement and interest

12. Highly-probable increase in sales

13. WHAT IS

14. Email marketing automation platform

15. Offers several segmentation options

16. GETTING STARTED WITH MAILCHIMP
LISTS

17. GO TO MAILCHIMP.COM

18. CLICK SIGN UP FREE

19. FILL UP DETAILS

20. CLICK GET STARTED

21. CLICK ACTIVATE ACCOUNT ON MAILCHIMP
EMAIL

22. CLICK I’M NOT A ROBOT

23. ENTER NAME

24. CLICK CONTINUE

25. ENTER BUSINESS INFO

26. CLICK CONTINUE

27. FILL UP ADDRESS DETAILS THEN CLICK
CONTINUE

28. CHOOSE YES

29. CLICK CONTINUE

30. CONNECT SOCIAL MEDIA (OPTIONAL) THEN
CONTINUE

31. CLICK LET’S GO

32. CLICK LISTS

33. WHAT ARE LISTS?

34. A collection of contacts with common
characteristics/preferences

35. CLICK CREATE LIST

36. CLICK CREATE LIST IN THE POP UP

37. TYPE LIST’S NAME

38. SAMPLE LIST NAMES

39. (For a retail store)
Discounts, New Arrivals, Seasonal Sales,
Monthly Shop Newsletters, etc.

40. (For an organization)
Member/Sponsor/Donor

41. TYPE DEFAULT EMAIL ADDRESS AND NAME

42. FILL UP OTHER DETAILS

43. TOGGLE TO CHECK DOUBLE OPT-IN

44. WHAT IS DOUBLE OPT-IN?

45. Contacts are sent an option to be included in a list in
the confirmation email

46. WHAT IF DOUBLE OPT-IN ISN’T SELECTED?

47. The new contact will be added to the default
subscriber list/won’t be added in any existing lists

48. SELECT NOTIFICATION PREFERENCE/S

49. CLICK SAVE

50. CLICK IMPORT SUBSCRIBERS

51. IF:
You have contacts from another
platform

52. IF:
You have contact information saved in
a file

53. OR, CLICK CREATE SIGN UP FORM

54. IF:
You have no contacts/subscribers yet

55. GETTING STARTED WITH SEGMENTATION
CREATING SEGMENTS WITHIN A LIST

56. CLICK MANAGE CONTACTS

57. CLICK SEGMENTS

58. TYPES OF SEGMENTS IN MAILCHIMP

59. STATIC SEGMENT

60. A group of contacts that are fixed and won’t change

61. AUTO-UPDATE SEGMENT

62. A group of contacts that satisfy the conditions set for
the segment

63. Contacts may be added or removed automatically if
they start/stop to meet the conditions

64. CREATING A STATIC SEGMENT

65. CLICK DROPDOWN ARROW

66. CLICK CREATE STATIC SEGMENT

67. NAME STATIC SEGMENT

68. CLICK BROWSE TO IMPORT CONTACTS

69. OR PASTE EMAIL ADDRESSES

70. EXCLUDE OPTION WILL NOT INCLUDE
SPECIFIED EMAIL CONTACTS FROM SEGMENT

71. CLICK SAVE SEGMENT

72. CREATING AN AUTO-UPDATE SEGMENT

73. CLICK CREATE SEGMENT

74. MAILCHIMP’S PRE-BUILT SEGMENTS

75. POTENTIAL CUSTOMERS
Subscribed but haven’t purchased

76. RECENT CUSTOMERS
Purchased in the past 30 days

77. REPEAT CUSTOMERS

78. LAPSED CUSTOMERS
Haven’t purchase in the past 8 months

79. MAILCHIMP’S CUSTOM SEGMENTS

80. CATEGORY PURCHASE OR
VENDOR PURCHASE

81. Customers who bought from a certain vendor or item
in a certain category

82. STORES ORDERED FROM

83. Customers who bought from the same vendor

84. NUMBER OF ORDERS

85. Customers who bought a certain range or a specific
number of orders

86. NUMBER OF PRODUCTS ORDERED

87. Customers who bought a certain number of items

88. AVE. NUMBER OF ITEMS IN ONE ORDER

89. Customers who ordered a common average of items

90. TOTAL AMOUNT SPENT

91. Customers who spent a certain amount in an order

92. AVE. AMOUNT SPENT ON AN ORDER

93. Customers who spent a common average in an order

94. PAST PURCHASES OR
ANY PRODUCT PURCHASE

95. Customers who bought a particular product/s

96. PURCHASE DATE

97. Customers who bought on, before, or after a specific
date

98. COMBINING SEGMENT CRITERIA

99. MailChimp allows 2 or more conditions in a segment