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Inactive Subscribers

Question

How do I create a segmentation rule to pull only the subscribers 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 subscribers who have not opened or clicked on a link in an email in the last 3 months.  This rule excludes subscribers who have been added to the list in the last 3 months, to allow newer subscribers the time to create an event pattern. Use the following steps and modify for your needs.

  1. Go to LISTS > SEGMENTATION > CREATE STANDARD RULE
  2. Enter a Name
  3. Enter an optional Description
  4. 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
  5. Click ADD CONDITION to create a new condition.
  6. 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.
  7. Click ADD CONDITION to create a new condition.
  8. 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
  9. Drag condition #3 and drop on condition #2
  10. Set the top condition type to NOT.
  11. Click SAVE.

Your rule should appear as follows:

inactive_seg_rule.png

 

This segmentation rule will find all subscribers 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:

inactive_seg_rule_list.png

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