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Guide to Pre-Built Contact Segments in Stack

Welcome to your guide on using pre-built contact segments in Stack! These segments are a fantastic way to categorize your contacts based on specific criteria, allowing for more personalized outreach and streamlined marketing efforts. Whether you're aiming to engage leads, nurture existing customers, or target specific demographics, this guide will help you leverage these segments to enhance your marketing strategy and improve customer relationship management.

Table of Contents​

What are Pre-Built Segments?​

Pre-Built Segments are predefined groups of contacts that allow you to quickly target specific audiences based on their engagement with your emails. Instead of manually sorting through contacts, these segments automatically categorize your audience based on key behaviors, such as recent interactions or lack of engagement.

For example, you can utilize pre-built segments to:

  • Reach contacts who have been actively engaging with your emails in the last 7, 30, or 60 days.
  • Target contacts who have interacted with your last 5 email campaigns.
  • Re-engage contacts who have not interacted with your recent email campaigns.

By using these pre-built segments, you ensure your messages reach the right audience, making your campaigns more effective and efficient.

What's New in Email Builder?​

You can now select from several pre-built contact segments directly from the send or schedule screen in the Email Builder. These segments include:

  • Contacts engaged within the last 7, 30, or 60 days.
  • Contacts who interacted with your last 5 email campaigns.
  • Contacts who did not interact with your last 5 email campaigns.

Engaged contacts are defined as those who have opened or clicked on emails sent through workflows, bulk actions, or email marketing campaigns.

Benefits of Using Pre-Built Segments​

  • Targeted Messaging: Deliver more relevant content to your most engaged contacts.
  • Customer Retention: Create dedicated campaigns to re-engage customers who may be at risk of churning.
  • Cost Efficiency: Save time and resources by not sending emails to disengaged users.

How to Use Pre-Built Segments​

  1. Navigate to the Email Marketing → Campaigns section.
  2. Create a campaign and proceed to the send or schedule screen.
  3. In the recipient list, select Pre-Built Segments.
  4. Use the drop-down menu to choose your preferred segment.
  5. Send or schedule your email.

Note: The segmentation is done at the time of scheduling, not during execution. Dynamic segment updates during execution are coming soon!

Frequently Asked Questions​

  1. How do I create custom contact segments in addition to the pre-built ones?

    • While you cannot create segments, you can create smart lists under the contacts page.

  2. Can I modify the criteria of pre-built contact segments?

    • No, the criteria for pre-built segments are fixed. However, you can create a custom smart list that mimics a pre-built one and adjust the criteria to better fit your needs.

  3. How often are the pre-built contact segments updated?

    • The pre-built segments are updated at your campaign's creation date. The list of contacts is locked based on the segment criteria during creation/scheduling.