Managing and segmenting your email list is key to effective email marketing. By organising your contacts into specific groups, you can send highly targeted and personalised content that resonates more deeply with each individual. This practice leads to higher open rates, increased engagement, fewer unsubscribes, and improved email deliverability.
The two main ways you can segment your contacts is through our:
Smart Lists: These are dynamic lists that automatically update contacts based on the filters you've set. For example, a Smart List could automatically include anyone who has a specific tag or has made a purchase in the last 30 days.
Tags: These are manual labels that you can apply to contacts to categorise them. Tags are static and must be applied by you or an automation. They are perfect for grouping contacts based on their interests, behavior, or source.
How To Tag Contacts and Create Smart Lists For Segmentation
Click here for written version
Click here for written version
Here’s how to segment and manage your email list using tags and smart lists in Ivorey:
Tag your contacts: You can add tags manually from a contact's profile or apply them in bulk by selecting multiple contacts. For automated tagging, set up a workflow with a trigger (e.g., a form submission or calendar booking) that automatically adds a specific tag.
Create a Smart List: Go to the Contacts menu and use the filters to search for contacts based on criteria like tags, purchase history, or "Do Not Disturb" status. Once you've refined your list, click Save as Smart List. This creates a dynamic list that updates automatically.
Manage and Share Smart Lists: You can manage your lists from the Smart Lists tab. To share a list with your team, click on the four-line icon to make it global.
Use Smart Lists for Campaigns: When you are ready to send an email campaign, go to Marketing > Emails > Campaigns. In the send settings, you can select your new Smart List as the recipient to send your email to a specific, segmented audience.
Frequently Asked Questions
I can't see a Smart List that my colleague or assistant created?
I can't see a Smart List that my colleague or assistant created?
Smart Lists are personal by default. Your team member needs to make the list global. To do this, they should go to the Smart Lists > click share (four lines) on the list they want to make visible to the team. Click here to learn about permissions.
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