Follow

Geographic → State

Considerations:

State data is not provided by WhatCounts.  If a subscriber does not have a state data in their profile, they will not be included in the Segment.

Pro Tip:

Make all data consistent.  Double check how data is being stored in a particular field by doing a Subscriber Export. For example, the state field can store up to four characters, so to target Georgia Subscribers,  should your Segmentation Rule use GA or Geor?  A Subscriber Export will help answer that question.

To target Subscribers with no value, use both “Equals” [nothing] and “Is Null” conditions in your Segmentation Rule. This will cover subscribers who once had a value that was blanked out, as well as the Subscribers who never had a value in that field.

How we can help:  

If you do not have State or other geographic data for your subscribers please contact your Customer Success Manager and they can work with you to append this data to your email records via our 3rd party solution providers.

How to Set up:

Since State field is a standard field in the subscriber table, you do not need to create a custom field for this data.

STEP #1:  CREATE SEGMENTATION RULE

  • Create a specific Segmentation rule for all states by clicking “Add” on the Segmentation Page
  • Click on Gear Button in the upper left to add the Rule Properties
  • Segmentation Name = The name of state (ex: Florida, New York)
  • Segmentation Description = Subscribers located in (State)
  • For this we will create as many Segmentation Rules as needed for targeting purposes
  • Save all Segments under the Geographic Segmentation Folder

image25.png

STEP #2:  ADD CONDITIONS

  • Select “Subscribers” table by clicking the arrow

image14.png

  • Drag “State” field onto the canvas
  • Select “Equals” as the operator field
  • Text = GA or Geor depending on how your data is formatted (See Pro-tip.)

image26.png

  • Save
  • Repeat for each state
  • Make a Segmentation Rule for subscribers that do not have a state in their profile as well so you can target those subscribers differently.  The Operator field should be “Is Null” and another Condition should be added for “Equals” blank. (See Pro Tip)

image9.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk