Create A Segment Of Contacts Who Converted From An Email

The Converted criterion allows you to create segments based on if contacts converted from an email you sent them.

About this task

You can filter contacts based on whether they converted from a delivery, delivery group, message, or campaign. If you track conversions from a campaign, only contacts who converted (or did not convert) from messages sent after January 29, 2018 will be included.

Note: Segments do not collect tracking or order conversion data from test deliveries.

To create a segment based on if contacts converted:

Procedure

  1. Go to Contacts > Segments.
  2. To
    • Create a new segment, click Create New Segment.
    • Edit an existing segment, click the pencil icon Edit Segment in the row associated with the segment you want to edit.
  3. Click Add Rule.
    If you want to add this criterion to an existing rule, skip this step.
  4. Click Email.
  5. Click Converted.
  6. In the first pull-down menu, select one of the following:
    • Converted From
    • Did Not Convert From
  7. In the second pull-down menu, select one of the following:
    • Delivery
    • Delivery Group
    • Message
    • Campaign
  8. Based on what you selected in the previous step, click either Add A Delivery, Add A Delivery Group, or Add Message, or Add Campaign.
  9. Based on what you selected in the previous step, click in the row associated with either a delivery, delivery group, message, or campaign.
    Note: Segments containing criteria in which a delivery group has been selected will be updated every 24 hours or when saving, refreshing, or sending to the segment.
    Note:

    If a custom delivery group is selected in a criterion and the delivery group contains more than 20,000 deliveries, an error will be shown. You will not be able to get contact counts for the criterion, the rule it is inside of, or the segment.

    Segment Delivery Group Limit Error

    There is also a limit of 100,000 deliveries per segment. If each criteria in a segment contains a custom delivery group with less than 20,000 deliveries, but the segment as a whole contains more than 100,000 deliveries, an error will be shown. These errors does not apply to the three default delivery groups (All Deliveries, Marketing Deliveries, and Transactional Deliveries).

    For more information on fixing invalid segments, see Fix Invalid Segments.

  10. Click Select.
    1. Click Add to select additional deliveries or delivery groups.
  11. Click Add Criteria if you want to add another criteria.

What to do next

If you select Converted From Delivery Group X, the criterion will include contacts who converted from any of the deliveries in Delivery Group X. If you select Did Not Convert From Delivery Group X, the criterion will include contacts who did not convert from any deliveries in Delivery Group X.