Segmenting a Newsletter

You can include segmented content in a newsletter; however, users outside the target audience will still see the post listed. If they click on the post, they won’t be able to access its content.

To address this, we recommend creating separate versions of the newsletter for each audience. This ensures recipients only see content they are authorized to view on the platform.

To segment a newsletter, navigate to the Newsletters page within the Content Management System and select the Create button. Follow the steps with Newsletter creation, navigating to the Select Audience button to load the segmentation widget.

Alternatively, edit an existing Newsletter draft, navigating to the Select Audience button to load the segmentation widget.

A new popup screen will appear. This popup will preview the number of users in the Audience (this will change once you add a segment), as well as a confirmation that you currently have no segments.

To begin segmenting, select the Add Segment button, this will create your first segment.

To begin creating your segment, select the Add Filter button and choose your required filter from the drop down list. There are 9 available filters to use for segmentation, all of which are managed via Settings and are surfaced in the segmentation widget for creating your audience.

If a segment you're after isn't available, (such as groups or user attributes), it is likely they require assigning in Settings prior to appearing in the list. Please access our Settings learning to find out more.

To segment by Company for example, first, select Companies from the dropdown. This will default to zero companies selected. Expand the filter to view the list of companies.

Select the companies you wish to segment your content to. You can use the Search Bar to locate a specific company. In addition, multiple companies can be selected. A Select All option is available at the top of the list.

The badge icon (1 in the below example) indicates how many options have been selected for your filter.

A Segment can consist of multiple filters. For example, if you wanted a piece of content to be segmented to members that worked at Equiem and were a Key Tenant Contact only, you would add another filter and add the Role Key Tenant Contact, this would appear as below:

If you wanted the piece of content to be segmented to members who worked for Equiem or who are Key Tenant Contacts, you can add an additional segment that will contribute to the total audience size.

Click Add Segment and apply your chosen filter. The below example shows content that will be segmented to those who work for Equiem or are Key Tenant Contacts.

Note, the total estimated user count at the bottom of the widget won't necessarily add up to the total number of estimated users for each segment. This is because a user could exist across multiple segments but will only be counted once in the total.

Once you select your chosen segment or segments, select Save Audience.

Your screen will navigate back to your newsletter. Under the Audience button, you will have an updated Audience filter with your chosen segment or segments. The system will now automatically segment the newsletter for that audience.

To segment by any other audience type, the process remains the same.