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How to create tags and segments in Mailchimp


Are you looking for a tutorial on how to create tags and segments with Mailchimp? Then you’ve come to the right place!

Tags and segments allow you to classify your contacts based on their demographics, behavior, or other data available to you.

And that will help you to send more personalized emails, which will increase engagement and revenue as a result.

In this tutorial, we will guide you through how to create tags and segments in Mailchimp.

Let’s get into it!

How to create tags


Tags are labels you create to help organize your contacts. Tagging lets you bring your own contact structure into Mailchimp and label contacts based on data you know about them.

(a)

1. To create a tag, click Audience

Audience in mailchimp

2. click Tags

tags in mailchimp

3. Click Create Tag

create a tag button

4. Enter a name for the tag. Choose a word or phrase that describes your audience, e.g., the source of the leads.

tag name field

How to create segments


Segments are groups of contacts generated automatically by a set of conditions.

They are dynamic, meaning if a customer meets a condition/conditions, they will automatically be segmented into a group.

Information such as when a contact subscribed to your list, where they live, or how they interact with your emails can be used to segment your contacts.

The segmented contacts can be targeted with personalized emails, which will perform significantly better.

(a)

1. To create a segment, click Audience

audience in mailchimp

2. Click Segments

segment in mailchimp

3. Click Create Segments

create a segment button

(b)

1. Enter a name for the Segment

Choose something that describes the segment. For example: Clicked | Campaigns | Last 1 month

segment name field

2. click Add condition

add condition

3. You can choose between five types of data to segment your audience

  • Based on Tags
  • Contact details
  • The source of your Contacts
  • Email and automations activity
  • Conversation and postcard activity

4. Example of a campaign interaction segmentation:

example of campaign interaction segment

If a customer clicks on any link of any campaign within the last 1 month, they will be added to the segment.

You can set up automations to target the segmented group with personalized campaigns to turn them into customers.

(c)

1. Review the segment

Segment review page

2. If everything looks alright, click Save segment

save segment button

That was all, we hope this tutorial was helpful and you learned how to create tags and segments in Mailchimp.


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