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Create Your First Segment

A segment is a saved filter that narrows your audience to the subscribers who match rules you choose — for example, everyone in a particular region, or everyone who opened your last Broadcast. Sending to a focused segment instead of your whole list makes each message more relevant, lifts engagement, and reduces unsubscribes.

What you'll build​

By the end of this tutorial you'll have a reusable, named segment — say, "Active subscribers in the West region" — that you can select as the audience for any Broadcast.

Before you begin​

  • Know the audience or list you want to filter.
  • Decide the rule(s) that define the group (a subscriber attribute, a location, or an engagement behavior such as opened or clicked).
  • Make sure the subscriber fields you plan to filter on actually contain data — a filter on an empty field returns no one.

Steps​

  1. Open the audience area and choose New Segment (or the equivalent create action). (confirm the exact steps in your account)
  2. Give the segment a clear, descriptive name so you and teammates recognize it later.
  3. Add your first rule: pick a subscriber field (for example, Region), an operator (for example, is), and a value (for example, West).
  4. Add more rules if needed, and set whether subscribers must match all rules or any of them.
  5. Preview the estimated match count to confirm the segment isn't unexpectedly empty or huge.
  6. Save the segment.

Next steps​

  • Build an Edition and select your new segment as its audience before you send.
  • Sharpen targeting with behavior rules using report metrics.
  • Learn how growing and organizing your list feeds better segments in Audiences.

Canonical terms: Author, Edition, Folder (Project Folder), Broadcast. See the Glossary.