Question
How do I create a segmentation rule to pull only the contacts who have not opened or clicked on a link in an email in the last 'X' months?
Answer
The following example uses the Standard Segmentation to create a rule that will target only the contacts who have not opened or clicked on a link in an email in the last 3 months. This rule excludes contacts who have been added to the list in the last 3 months, to allow newer contacts the time to create an event pattern. Use the following steps and modify for your needs.
- Go to LISTS > SEGMENTATION > CREATE STANDARD RULE
- Enter a Name
- Enter an optional Description
- Create condition #1 for the Subscribed Date:
- Select a field: Subscribed Date
- Select the Date Sub-Type: Months Between
- Set the Date: Today (this is a string to dynamically use today's date)
- Select an Operator: greater than sign (>)
- Enter a Value: 3
- Click ADD CONDITION to create a new condition.
- Create condition #2 for the Event Type:
- Select a field: Tracking Event Type
- Select an Operator: IN
- In the drop-down, click on Sent Message to de-select it, then click Open Message and Clicked on URL to select them.
- Click ADD CONDITION to create a new condition.
- Create condition #3 for the Event Date range:
- Select a field: Tracking Event Date
- Select the Date Sub-Type: Months Between
- Set the Date: Today (this is a string to dynamically use today's date)
- Select an Operator: less than or equal sign (<=)
- Enter a Value: 3
- Drag condition #3 and drop on condition #2
- Set the top condition type to NOT.
- Click SAVE.
Your rule should appear as follows:
This segmentation rule will find all contacts who did not have any open or clickthrough event in the last 3 months in any campaign on the realm. To limit the activity to a specific list, you can add another condition with the Tracking List ID to your group of conditions #2 and #3, as follows: