Tracking: Sent Campaign, did Open or Click

Question

How do I create a Segmentation Rule to pull only the contacts who were sent a particular Campaign and opened or clicked?

Answer

The following example uses Standard Segmentation to target the Contacts who were sent a particular Campaign and opened or clicked in that Campaign.  This Segmentation Rule could easily be modified to match other tracking events.

Here's how to set up this Segmentation Rule:

1. Go to Segmentation > Create Standard Rule

2. Enter a Name.

3. Create the first condition that will allow for the necessary nesting of the others:

   • In the Search Fields option in the left navigation enter: email

   • Drag Email Address on to the workspace

   • From the drop-down, select: Is not Null

4. Create the condition for: sent

   • In the Search Fields option enter: tracking

   • Drag Tracking Campaign ID on top of the Email Address condition

     • From the drop-down, select: Equals

     • Click in the final field, and enter the Campaign ID

   • Drag Tracking Event Type on top of the Tracking Campaign ID condition

     • From the first drop-down, select: Equals

     • From the next drop-down, select: Sent Message

5. Create the condition for: opened or clicked

   • Drag another Tracking Campaign ID below the other Tracking conditions

     • From the drop-down, select: Equals

     • Click in the final field, and enter the Campaign ID

   • Drag another Tracking Event Type below the other Tracking conditions

     • From the first drop-down, select: In

     • From the next drop-down, select both: Open Message and Clicked on URL

     • NOTE: As long as In is chosen as the operator,  you should be able to select and deselect options in the drop-down by clicking on them.

6. Nest the first pair of Campaign ID and Event Type conditions by dragging Tracking Event Type onto the Tracking Campaign ID. Release when Nest Condition appears.

7. Nest the second pair of Tracking Campaign ID and Tracking Event Type conditions in the same way

8. Change the operator between each pair of Tracking Campaign ID and Tracking Event Type conditions to AND so they will be evaluated together.

9. Change the operator between the 'sent' and 'open or click' sections to AND to include only Contacts who opened or clicked.

This rule will now pull all Contacts on a List who were sent the specified Campaign ID and opened or clicked.

Review operators to ensure AND is selected as appropriate.

The final rule should look like this: