Learn how to create segmented lists of contacts based on their contact data, such as their geographical region, so you can send them mass emails.
Transcript
Transcript
0:01
hello vipers let's talk about how to
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send a mass email to a specific segment
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of your contacts in particular a segment
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based on some data that you have on them
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whether it might be their address or you
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know how recently they were added to the
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system or maybe it's based on some
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custom information that you have about
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them and so in this particular example
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in this scenario we're going to be
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sending a mass email
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to contacts that happen to be in a
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particular geographical territory
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and so here we can see I've got this
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column that's showing geographical
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territory and we have a few that are in
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Mass you know short for Massachusetts
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and that is a a custom field that we
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have set and some contacts happen to be
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in there so we go down here
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you can see that color here
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must have gone past it okay oh it looks
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like this contact doesn't have any it's
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actually we'll set an additional one
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here geographical territory
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Massachusetts will have one more person
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that pops into our list
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so
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um now there are two components that go
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into this which is why we're making this
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video today you first need to filter the
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contacts you need to like you know
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reduce the context that you're looking
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at down to the ones that that have this
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rule that is applied to them of
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geographical territory equals
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Massachusetts or mass
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and then we need to then get a contact
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list out of these people because the
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contact list is ultimately what you
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actually send your uh your communication
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to contactless just think of them as
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like a manila folder with a bunch of
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files in them whereas filter views have
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rules that apply to them and those rules
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are always it's always like whatever is
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like that live
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uh whatever whatever contacts whatever
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data like currently equals that criteria
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so
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we're looking at our contacts here I got
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there by hidden contacts filter which is
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where we then go to make a filter View
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and then we set up the rules so in this
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case it's going to be select field
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it's going to do geographical territory
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a little Pro tip here I just hit G and E
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really quickly together to bring me down
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to geographical territory nice and
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quickly
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geographical territory is or equals mass
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Massachusetts
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so that's a very simple rule here and of
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course you can apply additional ones as
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well
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um and then we're going to name the
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filter
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so we'll just say uh
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let's chooses territory I'm going to hit
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OK
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and here we go now we got our uh our
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list of everybody who this applies to
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and we're nearly there we just need to
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make a contact list out of these people
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and we can do that from this page
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so I'm going to select all
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if you have more than fit on an
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individual page you'll have to hit the
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button up here that says select all for
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Beyond this page
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and hit that drop down
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create segment from selected this will
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make a list out of them
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and we give it a name
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hit OK
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and there we go the list is ready so I'm
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going to click on that and go to this
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list
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and here we are and from here it's just
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as simple as sending a mass email and
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you know hit email list
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uh tell it what what template to send
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and you're Off to the Races