New Segments and more

November 21, 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 of the issues we used to have, and that 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.
  • The 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?

After you log into your account and go to Subscribers, you’ll see an “Update now” button.

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’ve always had one list per account. This means each subscriber has been counted only once in your account. So you never had to pay double for the same subscriber. This 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.


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 do in some other services. So we decided that it’s not worth changing the name from Groups to Tags (and complicate things for our current users). Instead we made creating and working with Groups easier.

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

Add and create groups

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


Deleting subscribers v.s. Removing subscribers from a group

Before, there was no easy way to delete subscribers. You could only remove them from a group, but they would stay on other groups.

Now you can choose if you want to delete the subscribers from your account or just remove them from some of the groups:

Remove or Delete subscriber

If you choose to delete a subscriber but later import him or her again, the subscriber will become active and you will also get all his previous history. However, you won’t be able to find deleted subscribers in your account and re-activate them manually.

If you just remove the subscriber from a group or even all groups, you will still see him/her in “All Subscribers”.


Subscribers import

We have slightly changed the way you import your subscribers. Now you can simply click the “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 the 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 have already seen in the All subscribers section. It means that you can add conditions and build a segment on the fly. No need to create segments and save them before hand.

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 have different data depending on whether 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.

  • Grace Thomas

    Like the change. One improvement I’d love to see as it is currently so annoying is to be able to update someone’s email rather than needing to delete them and re-input them as a new subscriber. Any time soon? Thank you.

    • Indica Snow

      Agreed! Especially when they’re in the middle of an automation sequence. They have to start all over again. Please let us edit the email address! In fact, even better – allow the reader to do it too! That way, we’re not wasting our time doing something they could do for themselves.

  • Freemar

    When we can see ios app update, for customers managing?

    • Ignas Rubezius

      The current iOS app works fine with groups and adding subscribers, it
      just doesn’t have the new segments. We will be updating the app.
      However, I don’t have an exact timeline for that.

  • o/ At last! Well done! :)

  • OMG, This what I looking for, help me decided to upgrade my plan to yearly.

  • This is brilliant. I already thought you had exceeded Converkit in quality, now you’ve completely blown them away.

  • Mireille Struik

    Dear Ignas, thank you so much for the crystal clear explanations. I read it with great attention and wanted to start, but where is then the “Update now” button?

  • Mireille Struik

    But I read also too quickly… apparently! “All subscribers will get the update not later than 2 months from now” you wrote.

    • Ignas Rubezius

      It should be available to most of the users right now. Write me your account name and I will check why you don’t see it still.

      • Mireille Struik

        That would be very kind! The name of the account is: Bamboeyoga voor de jeugd
        Or maybe: Bamboe yoga. Is that te information you need?

        • Ignas Rubezius

          Thanks! You should see the button now :)

          • Mireille Struik

            Yes I do ;) Many thanks.

  • Ivars Krampis-Vanags

    This is AWESOME!

  • Thanks for this update. I was wondering if you could consider the following:
    1. Automatically capitalize Name and First Name Fields
    2. Ability to edit field labels on web forms. So instead of the default ‘Name’s label, I would rather change to ‘First Name’

    Many thanks