Segmentation

To add or edit an email profile, follow these steps:

1. Go to Email Marketing > Segmentation in the IRP Admin left navigation menu.
2. Select the Email Profiles tab.
3. To add a new profile, click the Add Email Profile button at the top of the page.
4. To edit an existing profile, click the Edit button to the right of the profile that you want to edit.
   The EmailProfileEdit.aspx page appears.
5. Fill in the following details on the Profile Information tab:

   Setting	Description
   Email Profile Details
   Email Profile ID	This is the unique IRP identifier for this Email Profile. This is added automatically.
   Active	This setting determines whether the email profile is active on the website. You can use this setting for ‘offline’ profiles, such as separating store email addresses from website subscribers.
   Is Default	If you check this box, this email profile will be the default profile that users will subscribe to when attempting to join the mailing list. This will have no effect when the application setting ‘UseDefaultEmailProfile’ is disabled, in which case customers will be subscribed automatically to all available email profiles.
   Is Trade Default	If you check this box, this email profile will be the default profile that users will subscribe to when attempting to join the Trade Site mailing list. This will have no effect when the application setting ‘UseDefaultEmailProfile’ is disabled, in which case customers will be automatically subscribed to all available email profiles.
   Profile Type	Select the site that this email profile will apply to. This allows emails to be set up specifically for the retail or trade sites if required.
   Profile Name	This is the name that you want to assign to the profile. It is also the name that customers will see when they sign up to the list. This field is translatable; just select another language to enter or change the profile name for that language.
   Description	This is the optional short description that you want customers to see explaining what they can expect from mailings when signed up to this profile. This field is translatable; just select another language to enter or change the profile name for that language.
   Add all existing subscribers to this profile	Check this box if you want to add all existing subscribers to other profiles to this new profile at this time. Note that you will NOT be able to do this once the profile has been created.

6. Click the Insert Email Profile button or the Update Email Profile button.
7. Select the Subscribed Customers tab to search for and add customers to include in the profile, or view the existing subscribers to the profile. You can see the main details of each of the subscribers. To update one of the mailing list entries, click the Edit button. This takes you to the MailingListEdit.aspx page (for more details, see the Mailing List help topic). If you want to remove a subscriber from a profile, check the relevant box and then click the Unsubscribe Selected Email Addresses button.

To add or edit a Mailing List Segment, follow these steps:

1. Go to Email Marketing > Segmentation in the IRP Admin left navigation menu.
2. Select the Mailing List Segments tab.
3. Click the Add Mailing List Segment button at the top of the page to add an email segment.
   Click the Edit button to edit an existing segment.
   The MailingListSegmentEdit.aspx page appears
4. Enter the following details.

   Setting	Description
   Segment Details
   Mailing List Segment ID	This is the unique IRP identifier for this Mailing List Segment, created automatically by the IRP.
   Segment Name	Enter a name for the Mailing List Segment.
   Email Profile	Select an email profile to associate with the Mailing List Segment.
   Exclude Customers	Check this box to exclude people on the mailing list with customer accounts from this Mailing List Segment.
   Include Unsubscribed	Check this box to include customers who have specifically asked NOT to be subscribed to offer emails. You may want to do this, for example, if this is a product recall email — you should then be contacting all customers who have bought the product regardless of their subscription status. Otherwise you should generally not tick this box as it can result in being listed as spam senders.
   Matching Subscribers	This tells you the number of signed-up mailing list entries that match the criteria.

5. Click the Insert Segment button or the Update Segment button.
6. Enter criteria for the Mailing List Segment in the Criteria section:

   Setting	Description
   Criteria
   Include Subscribers matching <all/any> of the following criteria.	Select ANY if the customer must meet just one of the specified criteria. Select ALL if the customer must meet every one of the specified criteria.

7. To add criteria, click the Add New Criteria button.
8. Select a filter mechanism for the Mailing List Segment from the drop-down list of possible filters:
   
   
   The following filters are available:

   Filter	Description
   Billing Post Code	Use this filter to define postcode Select ‘Starts With’, ‘Ends With’, ‘Contains’ or ‘Does Not Contain’, enter the postcode and click Add Criteria.
   Country	Select ‘In’ or ‘Not In’, select the relevant country or countries from the list (hold Ctrl or Shift to select multiple countries), and click Add Criteria.
   Customer Spend	Select from ‘At Least’, ‘At Most’ or ‘Between’, enter the spend amount and click Add Criteria.
   Date Subscribed	Select from ‘Is After’, ‘Is Before’ or ‘Between’, select the time frame and click Add Criteria.
   Explicit Marketing Consent	The ‘Is’ option is the only one available, so simply select ‘Confirmed’ or ‘Not Confirmed’ and click Add Criteria. Also see * Note below this table.
   Gender	Select 'Is' or 'Is Not', select the gender (Male, Female or Unspecified) and click Add Criteria.
   Is EU Member Country	The ‘Is’ option is the only one available, so simply select ‘True’ or ‘False’ and click Add Criteria. Also see * Note below this table.
   Language	Select ‘Is’ or ‘Is Not’, select the language from the list, and click Add Criteria.
   Last Engaged With An Email	Note: this is a timestamp of the last time that a recipient clicked a marketing email that brought them back to the site, not simply when a recipient opened a marketing email. Select ‘More Than’, ‘Between’ or ‘Less Than’. For ‘More Than’ and ‘Less Than’, enter the number of days ago when the email was last engaged with. For ‘Between’, enter a range of ‘day’ values in the boxes that are displayed. When you are finished, click Add Criteria.
   Last Order Date	Note: This filter applies only to the last order, unlike the separate Order Date filter which applies to any orders (i.e. customers who have ordered anything between the dates you have set). So for example, if a customer has placed three orders in total and the second order falls between the dates you have entered, they would be selected for 'Order Date' but not 'Last Order Date'. Select from ‘Is After’, ‘Is Before’ or ‘Between’, select the time frame and click Add Criteria.
   Mailbox Provider	Select ‘Is’ or ‘Is Not’ then select the relevant mailbox providers: Microsoft (@hotmail, @outlook, @msn, @live) Gmail (@gmail.com, @googlemail) iCloud (@icloud.com, @me.com, @mac.com Yahoo/AOL (@yahoo,@aol.com, @ymail, @verizon.net, @rocketmail.com, @rogers.com, @sky.com) All Preset Providers (All of the above mailbox providers) Custom Domains (If none of the preset providers listed above apply, you can create custom domains. Ensure the following format is followed: @ symbol, followed by provider, followed by the full stop symbol, followed by (com, co.uk, etc.) or if you have more than one then use *. Also ensure that you use a new line for each domain if you have more than one.) Click Add Criteria when you have finished adding your selection.
   Mailing List Signup Platform	Select ‘In’ or ‘Not In’, select the relevant platforms from the list (hold Ctrl or Shift to select multiple platforms), and click Add Criteria
   Marketing Email Last Sent	This option allows you to cut down on the number of emails that a customer is sent, as described in the Overview section. The ‘At Least’ option is the only one available, so simply enter the number of days ago when the email was last sent and click Add Criteria.
   Order Count	Select ‘At Least’, ‘At Most’, ‘Between’, ‘Is’ or ‘Is Not’, enter the order count, and click Add Criteria.
   Order Date	Note: This filter applies to any orders – effectively it applies to customers who have ordered anything between the dates you have set. In contrast, the separate Last Order Date filter applies only to the last order. So for example, if a customer has placed three orders in total and the second order falls between the dates you have entered, they would be selected for 'Order Date' but not 'Last Order Date'. Select from ‘Is After’, ‘Is Before’ or ‘Between’, select the time frame and click Add Criteria.
   Purchased Attribute Values	This option allows you to create a Mailing List Segment of everyone who bought a stock item with a certain attribute value (e.g. something that was the colour blue or size small). You can mix attribute values in two ways: If multiple attribute values are included in a single 'Purchased Attribute Values' criterion (entered as comma-separated values) then the segment criteria will include anyone who bought something containing any of the attributes (i.e. something small or blue). If each selected attribute values is in its own 'Purchased Attribute Values' criterion and the criteria drop-down list is set to 'All', only customers who bought something satisfying all the attribute values will be in the segment criteria (i.e. something small and blue). Select ‘With’ or ‘Not With’, enter the Attribute Values and click Add Attribute Value. Click Add Criteria when you have finished adding Attribute Values.
   Purchased Brands	Select ‘In’ or ‘Not In’, select the relevant brand or brands from the list (hold Ctrl or Shift to select multiple brands), and click Add Criteria.
   Purchased Categories	Select ‘In’ or ‘Not In’, select the relevant category or categories from the list (hold Ctrl or Shift to select multiple categories), and click Add Criteria.
   Purchased Models	Select ‘In’ or ‘Not In’, enter the Model Ids and click Add Model. Click Add Criteria when you have finished adding models.

   * Note that you can set the criteria filter called Explicit Marketing Consent to 'Not Confirmed' and pair this with the criteria called Is EU Member set to True (and also set Include Subscribers matching All of the following criteria) in order to create a mailing list for customers who need to confirm their consent for receiving marketing communications from you.
   Note also that if you have checked the box for Exclude Customers, only the following filters are displayed:
   • Country
   • Date Subscribed
   • Explicit Marketing Consent
   • Gender
   • Is EU Member Country
   • Language
   • Last Engaged With An Email
   • Last Order Date
   • Mailbox Provider
   • Mailing List Signup Platform
   • Marketing Email Last Sent
   The following filters are not displayed as they cannot be determined for non-customers:
   • Billing Post Code
   • Customer Spend
   • Order Count
   • Order Date
   • Purchased Attribute Values
   • Purchased Brands
   • Purchased Categories
   • Purchased Models
9. Finally, click the Update Segment button.

To add or edit an email send list, follow these steps:

1. Go to Email Marketing > Segmentation in the IRP Admin left navigation menu.
2. Select the Email Send List tab.
3. To add a new list, click the Add Email Send List button at the top of the page.
4. To edit an existing list, click the Edit button to the right of the list that you want to edit.
   The EmailTestSendListEdit.aspx page appears.
5. Fill in the following details:

   Setting	Description
   Email Test Send List ID	This is the unique IRP identifier for this email send list. This is added automatically.
   List Name	Enter a name to identify this email test send list. This should be as clear as possible, especially if using test send lists for remarketing campaigns.
   Email Addresses	Enter a comma-separated list of email addresses for this test send list.

6. Click the Insert Email Test Send List button or the Update Email Test Send List button.