Whether you're targeting based on user activity, location, or subscription status, SendX allows you to create smart segments with ease. This guide will walk you through the process of creating contact segments in your SendX account.
Before You Begin
Ensure that:
You have contacts already added to your SendX account
You know the criteria by which you’d like to segment your audience (e.g., list, tag, email, status)
Step-by-Step Instructions
1. Navigate to the Segments Section
Log in to your SendX dashboard
Go to Audience > Segments from the top menu
2. Create a New Segment
Click on the + Create Segment button
Give your segment a relevant name (e.g., "Newsletter Subscribers" or "Inactive Users")
3. Define Segment Criteria
You’ll now see multiple filter options to define who should be included in the segment. You can choose from:
Contacts in a specific List
Contacts with a specific email address
Contacts who are unsubscribed
Contacts with specific tags
Contacts with specific custom field values
📌 You can also add multiple conditions using "AND/OR" logic to further refine your segment.
4. Save Your Segment
After setting the criteria, click Save Segment
The segment will now automatically populate with contacts who meet the selected filters
Tips & Best Practices
✅ Name your segments clearly so it’s easy to manage and use them later
🎯 Use segments for sending personalized campaigns, A/B testing, or drip automations
🔁 Segments are dynamic – they update automatically as contacts meet or no longer meet the criteria
📬 Combine segments with tags and lists for more advanced targeting
Conclusion
Creating segments in SendX helps you send the right message to the right people at the right time. It’s a simple but powerful tool to boost engagement, increase conversions, and build stronger customer relationships.
If you need help with complex segmentation, feel free to reach out to the SendX support team—we’re happy to assist!