Segment Contacts For Mass Emails

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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