New Segments and more

November 6, 2017

Segmentation was once considered to be an advanced feature used only by a few power users. Today, everyone understands that targeted communication is the key to success and leads to better open and click rates.

Our goal for building the New Segments was to make segmentation easy, fast and powerful at the same time.

We digged deep into our subscriber management, user behaviour and feedback. Finally, we came up with a solution that solves many issues we had before and takes MailerLite subscriber management to the next level.

Here are the main changes:

  • Access all subscribers in one place, not only by Groups as before.
  • Segments are no longer inside Groups.
  • Segment conditions can include more than one Group.
  • Segment filter has new rules based on campaigns, automations and more.
  • Groups work like Tags.

Let’s get into the details and explore what’s new.


How to update?

We start rolling out the update this week and plan that it will be available to everyone until December 1. We’re doing this in order not to overload our servers and risk performance.

When you log in to your account go to Subscribers and you’ll see a button to update. Don’t worry if you don’t see it yet, it means that the update will be available for your account in near future.

Update your account now

After you click the button, the process of converting to the New Subscriber Management will begin. It might take a few minutes, but I guarantee that it’s worth waiting :)

If for any reason you want to switch back to the old subscriber management, you can always do that in your Account Settings.

All free accounts will get the update no later than 2 months from now.


All Subscribers in one place

In MailerLite, you always had one list per account. This means each subscriber appears just once in your account. So you don’t have to pay double for the same subscriber. It stays the same.

However, you were not able to access the whole list in one place, because of the groups – you could only check one group at a time.

Now when you go to Subscribers you will see all your subscribers in one place. Sorted by the date of subscription or any other field you choose.

All subscribers

We used to get many questions about how many unique subscribers there are in an account or how many subscribers overlap in different groups. Now you will be able to easily check it yourself.


The Filter

The new real-time subscriber filter gives you the power to quickly find, group and segment your subscribers.

Subscriber Filter

Build filter conditions based on: groups, fields, segments, signup date, timezone, campaigns, automation workflows, time inactive.

Save the filter conditions as a Segment with one click. Later use Segments for sending campaigns or automation.


Segments

The most important change is that segments are not under groups as before. Now you can create segments based on conditions that include more than one group. It gives you much more power and flexibility.

Keep in mind that segments in MailerLite are dynamic, it means that subscribers are automatically added or removed if they meet filter conditions.

Segments

If you want to access your old segments, just switch SHOW in Legacy Segments.

Show legacy segments

If you didn’t use segments before, you won’t see the switch.

Your old segments will continue to work. However, we would highly recommend to re-create the legacy segments that you use with the new tools.


Groups

List of groups stays the same as before and you’ll find all your subscriber groups there.

v

We received a lot of requests to add Tags. However, our Groups already work the same as Tags in some other services. So we decided that it’s not worth just to change the name from Groups to Tags. Instead we made creating and working with Groups easier.

Here’s an example how you can add subscriber to groups or create a new group directly in a subscriber view:

Add and create groups

The same works in subscriber import. Now you can assign more than one group or add a new group for your new subscribers.


Subscribers import

We have slightly changed the way you import your subscribers. Now you can simply click “Add Subscribers” button without entering a particular group first. After selecting one of the available methods to add subscribers, you can use the drop down button to select a group(s) to which you want to add subscribers.

If you don’t select any group, subscribers will be added to your main list without assigning them to any group. You can still use segments later to identify them.

Subscribers import

Fields

Here you can manage and add subscriber fields. The number of fields is unlimited. The fields apply to all subscribers in your account. It worked the same way before, even though you had fields under each group.

Fields

Stats

This is a great improvement as well. Now you can see stats for all your subscribers, not only each group separately as before.

Subscriber Stats

You can easily switch to stats for each group if you want.

Stats for groups

Selecting recipients

While selecting recipients for your campaign you will have a few options.

The Basic option is similar to what you had before – select Groups and Segments you want to include or just check All Subscribers to send to everyone. You can also select Groups and Segments to exclude. Subscribers who are in the excluded group or segment won’t receive your campaign.

Select recipients basic

The Advanced option is our powerful subscriber filter that you already seen in All subscribers section. It means that you can add conditions and build a segment on the fly. No need to create segments before or save.

Select recipients advanced

There’s also the Legacy option for those who still want to use the old segments they had under groups.

Select recipients legacy

Changes in Automation

The good news is that there’s a new trigger called “Updated field”. It triggers when the data in a selected field is changed.

Automation

For example, let’s say you have a field “Plan” where you store the data if the user is free or paid. When a user signs up for your service his value for field “Plan” is “Free”. After he buys your service, you update the field to “Paid”. This is where you can trigger an event based on “Updated field”.

However, we had to remove triggers “Joined a segment” and “Exited a segment”. This is due to the fact that the new segments can be very complex and include a lot of data.

Don’t worry, all your current automations with those triggers will continue to work. We just removed them from building new automations. We have explored the use cases and found out that those triggers can be easily changed to the new “Updated field” trigger.


That’s all for now. As always, we’ll be listening closely to your feedback in the comments.

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  • I’m glad you have the tagging/group feature…but it’s a bit clunky and time consuming to use. I would love to see you had a tagging feature similar to ActiveCampaign – where when you are creating a campaign (not an automation), and you add a link to that campaign, it gives you the option to assign a tag/group to that person. It’s so much easier to use, especially for someone like me who has many different tags.

    • Ignas Rubezius

      Hey, thanks for the feedback! In MailerLite you can use Link Trigger feature to Group (Tag) subscribers who click the link. The link can be in regular campaigns or automations, it works everywhere. Here’s more about it: https://blog.mailerlite.com/link-trigger-in-automation/ Hope it answers your question and solves the problem.