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Updated: Sep 13, 2024

Segment condition charts, use cases, and examples

Segments offer a versatile way to organize your subscribers based on their engagement and attributes, empowering you to create highly personalized content. beehiiv provides a broad range of options for crafting segments, giving you a wide array of strategies to enhance your newsletter approach.

We’ll begin with a video walkthrough that highlights various use cases and segment examples. Afterward, we’ll showcase common segment setups and explain the logic behind segment conditions. Lastly, we’ll share detailed tables outlining the segment conditions available for customizing your static and dynamic segments.

Watch and learn: Introduction to segmentation (use cases and examples)

Disclaimer: The beehiiv platform has evolved since this video was filmed, so some aspects of the user interface may differ from what you see in your account. Specifically, to access the segments area, navigate to Audience > Segments from the left panel Dashboard in your beehiiv account.

Examples of segments

There are countless ways to segment your audience for more targeted engagement. Here are a few examples to help you get started:

All subscribers who opened or clicked a specific email

To find everyone in your list who has opened or clicked a specific email, you can use one of the following conditions in the segment builder:

(Attribute) Post → [name of your post] → was → Opened 

or 

(Attribute) Email to a segment → [name of your segmented email] → was not → Clicked

 

Find your most engaged subscribers

To find your most engaged subscribers using a benchmark of 80% open rate, you can use the following conditions in the segment builder:

(Attribute) Open rate → is greater than or equal to → 80

 

Find users who unsubscribed from your publication

To find everyone in your list who has unsubscribed, you can use the following conditions in the segment builder:

(Attribute) Status → is → Inactive

 


Static and dynamic segment logic

When setting conditions for your static or dynamic segments, you can apply the following different logic types to further customize your segments.

  • All (AND): Subscribers must meet all the conditions you've specified to be included in the segment.
  • At least one (OR): Subscribers only need to meet any one of the conditions you've listed to be part of the segment.
  • None: Subscribers do not have to meet any of the conditions you listed to be in the segment. 
  • Segment Groups: This option lets you create more complex segments by grouping multiple segments together.

Segment Condition Charts

When using Static or Dynamic segments, these are the available conditions that you can choose from.  

Subscriber Data/Attributes: Subscription Conditions

ConditionsOperatorsOptions
Subscription/EmailIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value
Subscription/StatusIs, is not, contains, does not contain, begins with, ends with, exists, does not existActive, Inactive, Pending
Subscription/TierIs, is not, contains, does not contain, begins with, ends with, exists, does not existFree, Premium
Subscription/Signup DateIs after, is on or after, is before, is on or beforeSpecific date, Relative date
Subscription/Unsubscribe DateIs after, is on or after, is before, is on or beforeSpecific date, Relative date
Subscription/Custom FieldIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value

 

Subscriber Data/Attributes: Location Conditions

ConditionsOperatorsOptions
Location/CityIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value
Location/StateIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value
Location/CountryIs, is not, contains, does not contain, begins with, ends with, exists, does not existSelect Country

 

Subscriber Data/Attributes: Acquisition Conditions

ConditionsOperatorsOptions
Acquisition/ChannelIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value
Acquisition/UTM SourceIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value
Acquisition/UTM MediumIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value
Acquisition/UTM CampaignIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value
Acquisition/Referring URLIs, is not, contains, does not contain, begins with, ends with, exists, does not existSet a value
Acquisition/Embed SourceWas, was notSelect Embed

 

Subscriber Data/Engagement

ConditionsOperatorsOptions
Email/Unique OpensIs exactly, is not exactly, is greater than, is greater than or equal to, is less than, is less than or equal toSet a value
Email/Open RateIs exactly, is not exactly, is greater than, is greater than or equal to, is less than, is less than or equal toSet a value
Email/Unique ClicksIs exactly, is not exactly, is greater than, is greater than or equal to, is less than, is less than or equal toSet a value
Email/Click Through RateIs exactly, is not exactly, is greater than, is greater than or equal to, is less than, is less than or equal toSet a value
Email/Unique SendsIs exactly, is not exactly, is greater than, is greater than or equal to, is less than, is less than or equal toSet a value
Mailbox Rejections/DeferredIs exactly, is not exactly, is greater than, is greater than or equal to, is less than, is less than or equal toSet a value
Mailbox Rejects/BouncedIs exactly, is not exactly, is greater than, is greater than or equal to, is less than, is less than or equal toSet a value

 

Email Data

ConditionsOperatorsOptions
Any emailWas, was notSent, received, opened, clicked
Automation EmailWas, was notSent, received, opened, clicked
Email to a segmentWas, was notSent, received, opened, clicked
PostWas, was notSent, received, opened, clicked
Welcome EmailWas, was notSent, received, opened, clicked
Opt-in EmailWas, was notSent, received, opened, clicked

 

Behavior Data

ConditionsOperatorsOptions
Referral CountIs exactly, is not exactly, is greater than, is greater than or equal to, is less than, is less than or equal toSet a value
Poll ResponseWas submitted, was not submittedSelect Poll Choice
Survey ResponseWas submitted, was not submittedSelect a Form

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