Engagement Studio manual›Segments›Segment recipes
Ready-made segments for the three core use cases: onboarding, (re)activation and promotions. Most of them you build as user segments in your community and sync to Engagement Studio, as explained in Creating segments.
Activity-based segments: in Engagement Studio for now. Rules on activity, such as join date or last visit, are on the roadmap for user segments in your community. Until they arrive, build the activity recipes below in Engagement Studio's own segment builder (Segments > New). When the new rules are available, we will move these recipes to your community.
Build these in your community
Go to Dashboard > People > User segments, add the rule, and tick Sync this segment to Engagement Studio.
Members of a group
- Rule: membership of the group.
Use it to inform or activate one group, for example ahead of a group event.
Members of one organisation
- Rule: the member's organisation.
Useful for promotions or updates aimed at one partner or member organisation.
Members with a specific function
- Rule: the profile field for function.
Reach, for example, all coordinators or all policy officers with information that fits their role.
Group managers or other roles
- Rule: a role, for example manager of a group.
Good for onboarding new group managers or sending them practical tips.
Tip: combine rules to narrow it down, for example members of one organisation and with a specific function. By default all rules must match. Drag one rule onto another to make an OR.
For now in Engagement Studio: activity-based segments
In Engagement Studio's segment builder, always start with Email → not empty. This leaves out anonymous visitors, who can't receive emails.
New members (joined in the last 30 days)
- Email → not empty
- Date identified → greater than "-30 days"
Use it for a welcome series. Members leave the segment automatically after 30 days, so the campaign ends by itself.
Registered, but never visited
Uses two segments: "Active users" and "Never active users", with a 7-day grace period for new members. See Reaching inactive users.
Active in the last 60 days
- Email → not empty
- Visited any URL (date) → greater than or equal "-60 days"
Inactive for 60+ days
- Email → not empty
- Segment membership → not in "Active in the last 60 days"
Members move between these two segments by themselves, which also shows you whether your reactivation campaign works.
Leave out your own team
Add to any Engagement Studio segment: Tags → excluding "[your internal tag]", for example "Open Social Employee". See Contact management.
Learn more
Engagement Studio is built on Mautic, an open-source marketing automation platform. For background on how segments and filters work in general, see the Mautic documentation on segments. Keep in mind that not every Mautic filter is synced with your CMS yet. The filters on this page are the ones we recommend.
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