Inactive Contacts

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.

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:

   • Drag Subscribed Date from Subscriptions Fields

   • Select the Date Sub-Type: Days Before

   • Set the Date: Today (this is a string to dynamically use today's date)

   • Select an Operator: Greater than

   • Enter a Value: 90

5. Create condition #2 for the Event Type:

   • Drag Tracking Event Type from Tracking Fields on top of condition #1

   • 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.

6. Create condition #3 for the Event Date range:

   • Drag Tracking Event Date from Tracking Fields on top of condition #2

   • Select the Date Sub-Type: Days before

   • Set the Date: Today (this is a string to dynamically use today's date)

   • Select an Operator: less than or equal to

   • Enter a Value: 90

7. Set the top condition type to NOT.

8. Click SAVE.

Your rule should appear as follows: