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Lesson 3 of 8 · 3:33 · Beginner

Group members with Segments

Build saved groups from plan, activity and custom fields that stay up to date.

Where this fits

Onboarding helps every new member, but some still need a nudge. Segments help you find exactly who.

By the end of this lesson you can

  • Understand what Segments are and when they help
  • Create a segment, like members without a plan
  • Use conditions based on plans, time, email, custom fields and campaign activity
  • Open a segment in a new email campaign

Lesson notes

How it works

What Segments are in Memberstack

A segment is a saved, reusable group of members defined by conditions, like trial members, paying members who haven't been active for 30 days, or members who clicked your last campaign. Memberstack already knows who has signed up, who's paying and who has cancelled, so a segment just puts a name on a group you can already see in your data.

Segments stay up to date on their own. When a member stops matching the conditions, for example a trial member who finishes setting up, they drop out of the segment, so the next email you send to it skips them. Think of a segment as who you're sending to, and an email campaign as what you're sending.

Why segments beat emailing everyone

One email to every member usually misses. Half of them have already done what you're asking. Segments help when only some members match your message, when you want to know how many people are stuck on a trial, or when you want to see who is going quiet before you try to fix it.

Create a segment and use it

This example finds members with no plan at all, so you can invite them to upgrade.

  1. In the dashboard, go to Members and click Segments.
  2. Click New segment, or start from one of the templates.
  3. Name it, like "Users without a plan", and add a description if it helps you later.
  4. Add a condition for members with no plan. Members must match all the conditions you add, and the matching count shows straight away.
  5. Build other segments from plans, time, email, custom fields and campaign activity, then save.
  6. To email it, open the segment from Segments and choose to use it in a campaign. That opens the email campaign editor for that group.

Before you move on

0 of 4

Tick these off on your own site. Done with all of them? You’re ready for the next lesson.

Up next: Next, you’ll write and send an email campaign to the right members.

Chapters

Common questions

What are Segments in Memberstack?

Saved groups of members based on conditions like plan, activity, custom fields and email campaign activity. They update automatically as members start or stop matching.

How are Segments different from campaign audience filters?

Campaign filters choose recipients for one campaign. A segment is saved, so you can reuse the same group across campaigns and check who's in it at any time.

Checked against the Memberstack docs

TranscriptAuto-generated captions
  1. 0:00

    Hi, my name is Mustafa, and today we’ll talk about our new feature— segments. So, segments are saved and reusable groups of users formed based on certain actions and attributes. This could be anything: trial users, paid customers who have been inactive for the last 30 days, or new subscribers who clicked on your latest campaign. In addition, segments ensure the operation of email campaigns. Think of a segment as “who” you’re sending to, and an email campaign as “what ” you’re sending to them. For example, you can create a segment for

  2. 0:30

    trial users who have n’t set up anything yet and write them an email with instructions on how to get started. After that, the email is automatically sent to this entire segment. The best part is that if someone completes their account setup, they will automatically leave this segment because they are no longer at that stage. And then they automatically stop receiving these emails. So why would you need to set up segments? Because sending one email to everyone in a row usually doesn’t work. Half of them have already done what you ask them to do. And Memberstack

  3. 1:01

    already knows who has subscribed, who is paying, and who has canceled their subscription. This is all your own data. Segments simply make it easier for you to identify people who belong to a specific group. It’s best to use segments when you’re going to send an email to everyone, but only some of them meet the conditions of your message. You want to know how many people are currently " stuck" on the trial period. Or people are unsubscribing and going silent, and you want to see that group before you start fixing the problem. So, how exactly do you use segments? To

  4. 1:31

    use segments, go to the member dashboard , then under the members section, click on "segments" here . Next, you can create a new segment or use one of our templates to get started. The segment we will create now will help identify users who do not have any subscription plan at all. We ultimately want to send this group an email campaign to get them to upgrade to a paid plan. For now, we’ll just set up a segment to

  5. 2:01

    define this group. I click “new segment” and name it “users without a plan.” You can also add a description for yourself, and then we will set the condition under which a user falls into the segment when they meet all of these criteria. So, now we will choose the option without any tariff plan. You can automatically see that we have identified three participants who do not have a matching

  6. 2:30

    plan. You can also use a number of other conditions based on plans, time, email, custom fields, and campaign activity. In this section you can save your segment. So, to use a segment in an email campaign, you need to go to segments, click on the one you want, and then you can either edit the rule, I.e. change the segment, or use this segment in the campaign. This will automatically

  7. 3:00

    direct you to the email campaign editor, where you can create a mailing exclusively for this specific group. So, segments are simply groups of your members that are updated automatically. You create such a segment once, send an email to the group, and you can use it over and over again. If you have any questions, please leave them in the comments below, and thanks for watching this video. See you next time. Goodbye.

This is v1 of Memberstack University, built from the tutorials we’ve put so much work into over the years. We’d like to make a more organized series.