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Segment Contacts For Mass Emails
Segment Contacts For Mass Emails
V
Written by VipeCloud Developer
Updated over 4 months ago

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

0:01

hello vipers let's talk about how to

0:05

send a mass email to a specific segment

0:09

of your contacts in particular a segment

0:12

based on some data that you have on them

0:15

whether it might be their address or you

0:19

know how recently they were added to the

0:21

system or maybe it's based on some

0:24

custom information that you have about

0:26

them and so in this particular example

0:30

in this scenario we're going to be

0:32

sending a mass email

0:34

to contacts that happen to be in a

0:36

particular geographical territory

0:39

and so here we can see I've got this

0:42

column that's showing geographical

0:43

territory and we have a few that are in

0:47

Mass you know short for Massachusetts

0:49

and that is a a custom field that we

0:52

have set and some contacts happen to be

0:55

in there so we go down here

0:58

you can see that color here

1:04

must have gone past it okay oh it looks

1:07

like this contact doesn't have any it's

1:08

actually we'll set an additional one

1:10

here geographical territory

1:11

Massachusetts will have one more person

1:13

that pops into our list

1:15

so

1:17

um now there are two components that go

1:19

into this which is why we're making this

1:20

video today you first need to filter the

1:24

contacts you need to like you know

1:26

reduce the context that you're looking

1:28

at down to the ones that that have this

1:30

rule that is applied to them of

1:32

geographical territory equals

1:35

Massachusetts or mass

1:38

and then we need to then get a contact

1:40

list out of these people because the

1:42

contact list is ultimately what you

1:44

actually send your uh your communication

1:47

to contactless just think of them as

1:49

like a manila folder with a bunch of

1:50

files in them whereas filter views have

1:54

rules that apply to them and those rules

1:57

are always it's always like whatever is

1:59

like that live

2:00

uh whatever whatever contacts whatever

2:03

data like currently equals that criteria

2:06

so

2:08

we're looking at our contacts here I got

2:10

there by hidden contacts filter which is

2:13

where we then go to make a filter View

2:15

and then we set up the rules so in this

2:17

case it's going to be select field

2:20

it's going to do geographical territory

2:22

a little Pro tip here I just hit G and E

2:25

really quickly together to bring me down

2:27

to geographical territory nice and

2:29

quickly

2:30

geographical territory is or equals mass

2:33

Massachusetts

2:36

so that's a very simple rule here and of

2:38

course you can apply additional ones as

2:39

well

2:41

um and then we're going to name the

2:42

filter

2:43

so we'll just say uh

2:50

let's chooses territory I'm going to hit

2:52

OK

2:54

and here we go now we got our uh our

2:56

list of everybody who this applies to

2:59

and we're nearly there we just need to

3:02

make a contact list out of these people

3:03

and we can do that from this page

3:06

so I'm going to select all

3:08

if you have more than fit on an

3:10

individual page you'll have to hit the

3:12

button up here that says select all for

3:14

Beyond this page

3:16

and hit that drop down

3:19

create segment from selected this will

3:21

make a list out of them

3:24

and we give it a name

3:32

hit OK

3:34

and there we go the list is ready so I'm

3:36

going to click on that and go to this

3:37

list

3:38

and here we are and from here it's just

3:41

as simple as sending a mass email and

3:45

you know hit email list

3:47

uh tell it what what template to send

3:49

and you're Off to the Races

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