📣 Save time and maximise your campaign reach by saving your key recipients lists as segments.
Table of contents
What are Segments?
Segments are used to group your contacts into custom lists based on a set of rules, which you can define using our search filters. The contacts in a segment are always automatically updated based on the set rules, so you can rest assured that you're always sending to the most current and up-to-date recipient list.
Why use Segments?
Segments are a convenient way for you to create mailing lists. Instead of having to create custom lists each time you are about to send a campaign, you can now define a segment once and then populate your future campaign recipient with a single click of a button.
Segments are also a great way to organise your contacts. You can now group your contacts based on your most used campaign workflows and use cases. It's also a useful way to talk about your audience base internally.
For clients who have integrated their registry with us, you can use Segments to monitor trading activity on a contact level. Contacts with multiple accounts in your registry will have their holdings and trading activity aggregated. This means you can see who your true "upgraders" are.
What are some examples of Segment use cases?
You can create all sorts of segments using our filters. These are just some examples of popular segments:
Hub-members who are investor leads. Keep this group engaged and help drive their conversion to becoming a shareholder.
Non-hub-members. Nudge them to join your hub to get all the latest information on your company.
Unverified qualified investors. Ask them to provide their documents to verify their status.
For our registry-connected clients:
Upgraders in the last 7/30/180 days. Thank them on investing in your company.
Churned shareholders in the last 7/30/180 days. Reach out to let them know they will be missed and to ask for feedback on why they decided to sell out.
New/Returning shareholders. Welcome them to your company and reassure them that they have made the right choice.
How do I create a segment?
1. Head to the Segments tab under Engagement to create and manage your segments
Here you'll be able to see all the segments you've created and create new ones. You will also be able to manage and delete segments from this page.
2. Click on 'Create new segment' and fill in the name to start defining your segment
3. Define your segment by selecting the relevant filters
You can use the list of contacts to the right to double check if you are using the right filters for your use case.
For our registry connected clients, you will also have access to Shareholder filters, which allows you to filter your contacts by the behaviour of their linke sharheholding accounts.
4. Click save and review your segment
You're all done! Now your segment is ready to be used.
How do I email to a Segment?
We've given the email creation feature a little uplift. You can now set your recipient lists using segments for all campaign types (e.g. Announcements, Updates, General)
1. Go to your campaign creation page and head to the Recipients section
2. Choose who to send to
Here you can pick between a mix of your segments and individual contacts. You can find individual contacts by simply searching their name or email address.
Clicking on the icon to the right of the segment name will open that segment in a new tab for you to look through before sending.
🌱 If you need to create a new segment, you can do so directly from this step by clicking "Create a new segment" button on the bottom of the drop down. Don't worry, you'll return back here with your choices saved.
3. You can also choose segments or individuals to exclude from an email
Here we want to send to all hub-members who are not shareholders.
4. Click "save and continue" and review your recipient list size
