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Creating Segmented Lists

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You can split a single list of entries into smaller, targeted lists based on information attached to each entry, which is useful for emailing a specific group or organizing entries by criteria. In a Pick Your Prize campaign, for example, each entry records the prize chosen, so the main list can be segmented into one list per prize.

Overview

  • Sending emails to a targeted group.
  • Organizational purposes, like dividing entries by specific criteria.

For this example, we’ll use a Pick Your Prize Campaign. In this campaign, entrants select a prize from multiple options, and the prize name is included in the entry details. This makes it easy to segment the main list into separate lists for each prize.

Step 1: open your list

You can access your list in two ways:

From the home

  1. Click on Manage in the navbar, and select Lists in the dropdown.
  2. Find the name of your list and click the number of entries to the right of the list name.

From the Campaign Builder

  1. Click on the inbox icon on your Form Container Widget.

    • The icon will display the number of entries.

  2. You’ll be taken to the Entries Manager for the connected list.

Step 2: search by entry information

At this stage, the Entries Manager will display all your list entries.

  1. Use the Search field to locate the specific entries you need.

    • For this example, we’re looking for all entries that chose "Prize 1".

  2. Enter your search term in the field:

    • If your search term is a multi-word phrase, include it in quotation marks (e.g., "Prize 1").

  3. Press Enter, and the list will narrow down to entries that match your search term.

Note:You can manually verify the entry details if needed, but as long as your search term is accurate and concise, manual checks should not be necessary. Any information entered into a form field can be used as a search term.

Step 3: copy entries to a new list

Once you have filtered your entries:

  1. Click the Action button at the top.

  2. Select Copy Entries to New List from the dropdown menu.

  3. A pop-up will appear where you can:

    • Name the new list.
    • Add any tags to the list.

  4. Click Continue to finalize.

Your new list will now appear in the Lists Manager.

Step 4: create additional segmented lists

To create another segmented list:

  1. Return to your original list in the Entries Manager.
  2. Repeat the steps above, using a different search term (e.g., "Prize 2").

How to View and Manage Entries (Video)

Why You Should Segment Your Contacts (And 8 Ways to Do It) [Blog Post]

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