What are segments?
A segment is a group of subscribers who share some common characteristics. This can be that they
Signed up to get your lead magnet
Clicked a link in one of your workflow emails
Don’t tend to engage with your emails, to name a few.
The goal of segmenting is to hyper-personalize your communication so it's always relevant and adds value.
How can I segment my list?
In Flodesk, you’ll find all your segments under the Audience > Segments dashboard. You can view your segments as cards or in a list view format.
Segments card view
Segments list view
The so-called "All Subscribers" segment is a system-generated segment that includes everyone who joins your list—this is your whole pie so to speak.
You can cut slices from this pie—that is, segment your subscribers—in various ways:
Manually:
using the subscriber filters and the bulk action features
even from your subscriber analytics page
Automatically:
via opt-in forms and form preferences,
workflow conditions and actions,
Let’s see a few examples.
How to segment your subscribers manually?
Let's say you'd like to create a dedicated group of your subscribers who are also your existing clients to share some VIP offers just with them.
Step 1. Go to Audience > Segments and click the +New segment button
Step 2. Give your segment a name (we added “clients”), pick a color and hit Save
Step 3a. Upload a CSV spreadsheet with your Clients into this segment by clicking the +Add subscriber > Upload CSV option
or
Step 3b. You can search for each client in your Audience > All Subscribers view, and use the bulk selection and action to add them to this new segment.
The result: now you can send a very personalized email to this segment that says "Hi @First name, because you are my client, I wanted to share this VIP offer with you."
How to segment your subscribers automatically via opt-in forms?
As you’re here, we can safely assume that one of your goals is to grow your email list. What you'll want to do is put an opt-in form on your website so new subscribers can opt in to receive your content (often referred to as a freebie or lead magnet).
Let's call this content "Top 10 Business Tips". When you create your Lead Magnet signup form, you'll want to indicate that these new subscribers get added to your "Top 10 Business Tips Opt-in" segment. These new subscribers will still be part of your whole pie ("All subscribers"), but they're sliced as your "Top 10 Business Tips Opt-in" segment.
Step 1. Go to Audience > Segments and click the +New segment button
Step 2. Give your segment a name ("Top 10 Business Tips Opt-in” or similar), pick a color and hit Save
Step 3. Go to your Forms dashboard and click +New form
Step 4. Whether you create a popup form, inline form, full page form or link in bio form, as the first step you will need to connect your form to a segment. Select the segment you created under Step 2.
Step 5. Finish editing and customizing your opt-in form and then embed the form to your website (popups and inline forms) or share it via its unique URL (link in bio and full page forms).
The result: now you can automatically deliver your "Top 10 Business Tips" via a workflow email when someone signs up. And even better, a few days later you can automate your workflow to send a hyper-relevant, hyper-personalized email that says "Hi @First name! Because you downloaded my Top 10 Business Tips, I thought you'd like my Entrepreneurship 101 Guide too."
Summary
A segment is a group of subscribers who share some common characteristics. The goal of segmenting is to hyper-personalize your communication so it's always relevant and adds value.
You can access your existing segments and create new ones in Flodesk through the Audience > Segments dashboard. You can then add subscribers to your segments manually or via automated steps.