Segment and filter Newsletter contacts

This guide presents the conditions available to segment and filter your contact lists when sending an Infomaniak Newsletter.

Introduction

• Filtering subscribers based on certain criteria allows you to send Newsletters only to specific people among your subscribers.
• The criteria can be their registration date as well as custom fields or even actions performed or not during previous mailings.
• You can combine multiple conditions and add "OR" conditions to refine your filters.

Segment contact lists…

Access your Newsletter:

1. Click here to access the management of your product on the Infomaniak Manager (need help?).
2. Click directly on the domain name assigned to the relevant product.

… when sending to new subscribers (based on their specificities)

Here is an example of a Newsletter registration form with an optional field to enter a location:

As soon as some subscribers provide this information, you will find it in the details of their contact record:

This type of information can be used to segment your subscriber list and send emails only to part of it.

1. Click on Campaigns in the left sidebar menu, then on the button to start a new campaign.
2. Indicate any custom terms related to the targeted audience:
   
3. Fill in the information in the following steps and compose the Newsletter.
4. Click on advanced mode to segment contacts and not send to your entire list:
   
5. Enter the information corresponding to the criteria you have defined based on the information collected during subscriber registration (custom fields or group membership or registration date).
6. Add additional conditions using AND / OR to better filter your recipients.
7. Check the number of filtered subscribers to whom the Newsletter will be sent.
8. Click on the blue Continue button:
   
9. Review and/or perform a test sending of your Newsletter, then click on Continue.
10. Set the time when your Newsletter should be sent (as soon as possible or scheduled for later).

… for future mailings (based on past subscriber actions)

1. Follow the instructions above up to point 4.
2. Click not on custom field but on Actions to choose the criteria defining the people who should receive this next Newsletter.
3. Choose the actions the subscriber must have performed to receive your next mailing, then, if necessary, add additional conditions using AND / OR to further filter your recipients.
4. Check the number of filtered subscribers to whom the Newsletter will be sent (again) and click on the blue Continue button:
   
5. Review and/or perform a test sending of your Newsletter, then click on Continue.
6. Set the time when your Newsletter should be sent (as soon as possible or scheduled for later).