Skip to main content

New Introducing the Holiday Hub — seasonal templates and ideas to plan your holiday campaigns in one place.Introducing the Holiday Hub.Explore the Holiday Hub

Creating segmented lists

All plans Last reviewed

Split one list into smaller lists, such as one list per prize, by searching or filtering the entries in the Entries Manager, then choosing Actions > Copy Entries to New List. Copied entries count toward the entries your plan stores. To email one group without copying anything, label the entries and filter the email by that label instead.

Which way to segment

You want toDo thisUses extra entries?
Email one group, such as everyone who chose Prize 1Label the entries, then use Filter by Label in your email.No
Keep a separate list, for example to export, connect to an integration or manage on its ownCopy the entries to a new list.Yes

Before you start

  • Copied entries count toward the entries your plan stores. If you won't need the original list after segmenting it, delete it to free up space.
  • Any form answer can be a search term. In a Pick Your Prize campaign, for example, each entry records the prize chosen, so you can search for the prize name.
  • Tags on the new list are included in the Max plan and higher.

Find the entries for one segment

  1. Open your list's entries. In the Campaign Builder, click the inbox icon on the Form Container. Or, in the Lists Manager, click the number of entries next to the list's name.
  2. Type a search term in Search at the top of the Filters sidebar, such as the prize name, then click Apply filters or press Enter. When you type more than one word, such as Prize 1, you only see entries that contain every word.
  3. To narrow it further, set other filters, such as Date or Approved, then click Apply filters. See Entries Manager.

The Actions menu works on every entry your search and filters show.

Copy entries to a new list

  1. With the entries for one segment showing, click Actions, then Copy Entries to New List.
  2. Name the new list, and add tags if your plan includes them.
  3. Under the advanced options, choose whether to reset vote counts and copy attached media.
  4. Click Continue.

The new list appears in the Lists Manager. For each other segment, go back to the original list, search for the next term, such as Prize 2, and copy again.

Label entries for an email

  1. With the entries for one segment showing, click Actions, then Label Entries.
  2. Type a label, such as Prize 1, press Enter, and click Submit & Close.
  3. In a follow-up or scheduled email, add Filter by Label and choose that label.

If something goes wrong

What you seeWhat to do
The entries didn't change after you searchedClick Apply filters or press Enter. Search and filter changes don't take effect until you apply them.
The search shows entries you didn't expectEvery word you type must be in the entry, but not necessarily next to each other. Add another word from the answer, and check the result count before you copy.
The search shows nothingSearch matches whole words. Check the spelling against an entry's details, or end a word with * to match the start of it, such as prize*.
You copied the wrong entriesDelete the new list in the Lists Manager, then search again and copy.
You're near your plan's entry limit after copyingDelete lists you no longer need, such as the original once it's segmented.
There's no option to add tagsTags on lists are included in the Max plan and higher.

FAQs

Do copied entries count toward my plan's entries?

Yes. Each copy is stored as its own entry, so a list copied in full doubles the entries it uses. If you no longer need the original list, delete it to free up space.

Can I search for a phrase with more than one word?

Yes. Type the words, such as Prize 1. You only see entries that contain every word you type.

Do entries copied to a new list keep their votes and uploads?

You choose. When you copy, the advanced options let you reset vote counts and copy attached media.

Was this helpful?