Use a Segmented Send when you want more control and flexibility over your audience, content, or both. Segmented Sends allow you to use data filters to select a subset of your entire target audience and then personalize messages for that subset. You can also use these data filters to opt certain individuals out of messaging without removing them from the campaign entirely. You can message these members later or not at all.
Your marketing or ops team uses business rules to pre-load campaigns for you with qualified recipients. You just got off the phone with a longtime client and know that messaging them right now does not make sense. You could remove them from the campaign entirely, but segmented sends allow you to easily opt that recipient out of messaging for now.
- Review Pending Campaign Members
After contacts, leads, or person accounts are added to campaigns, review the new campaign members and personalize messages before sending. Use data filters to personalize messages for segments of campaign members, or select a single campaign member to make modifications for just one recipient. - Personalize Campaign Messages
As a Distributed Marketing user, you can personalize the message content for contacts, leads, or person accounts to receive campaign messages. - Customize Pending Member Table
After contacts, leads, or person accounts are added to campaigns, standard Distributed Marketing users review pending campaign members to personalize content and to approve or reject them for receiving messages. You can add fields to the pending member table to provide context when personalizing and approving campaign members. By default, the list of pending campaign members is sorted by the creation date, which is when the member was added to the campaign. - Update Campaign Member Details
As a standard Distributed Marketing user, you review contacts, leads, or person accounts to receive campaign messages through Distributed Marketing. Click a campaign member to view and update their record details.