How to Build a Segment Based on Email Interactions (i.e. Sent, Delivered, or Opened)
Creating segments based on email actions is a powerful way to engage with your audience. By segmenting users who have been sent, received, or opened specific emails, you can tailor your follow-ups, re-engagement campaigns, and promotions for better results.
It's also valuable to note that in most cases, all non-transactional email audiences should be limited to only those recipients who have opened or clicked an email in the last 4 months to be considered engaged by the standards of major inbox providers like Gmail and Microsoft. However, your own subscriber behavior and sending frequency can also influence this time frame. Please visit the Customer.io documentation that can offer a deeper dive.
Whether you want to target a specific group based on a particular email (i.e., campaign or broadcast) or any email you’ve sent, you can focus on people who have or have not:
- Sent
- Delivered
- Opened
- Clicked
- Suppressed
- Converted
- Bounced
- Failed to Deliver
- Been marked as Spam
- Caused Unsubscribe
Here's an example of creating a segment based on if a customer has opened any email within a set amount of days. Begin by creating a new segment.
Then, you'll want to give your segment a name. As a pro-tip, check out our video on tag management.
Start by adding the Email Condition type and make sure it includes:
any email — has ever — been sent
You will then want to add a second condition that will capture those who have opened an email. To choose the amount of days, you'll want to click Refine. For example, if you're wanting to capture people within an 11 month period, it may look something like:
has ever — been opened — within the last 335 days
Like all segments, once you save your segment, Customer.io will provide you with the total count of people who match your segments.