Segment by automation or email campaign
Group contacts who finished an automation, or who opened, ignored or clicked a specific email campaign.
You can build a segment from a contact's status in an automation or from how they responded to a specific email. The counts for opened, clicked, bounced and unsubscribed match the unique counts in the campaign report. Contacts you have deleted do not appear in the segment.
Find contacts who finished an automation
Click New segment
You are on the Segments page. Click the Pick a field box in the first row and the field list opens.Pick Automation under the Automations heading
The condition starts as completed.Choose the condition
completed finds contacts who reached the end of the flow. in flow finds contacts waiting on a step right now. exited finds contacts who left before the end. entered finds anyone who entered at least once, and never entered finds everyone else.Pick the automation
Choose Any automation to look across every flow at once.
Every version of the automation counts together.
Select by an email campaign
Pick Email campaign under the Email campaigns heading
The condition starts as opened.Choose the condition
opened, did not open, clicked, did not click, was sent, was not sent, bounced or unsubscribed. was sent counts contacts the email was actually sent to. That includes bounces and leaves out sends that failed.Pick the email campaign
The list starts with the most recently sent. To look across several campaigns, choose Any email campaign or a period such as Sent in the last 90 days.
Select by an automation email
Pick the Automation email field and choose the condition. Pick the automation first, then the email in that flow. Choose All emails to look at every email in the flow. Only published automations appear in this list.
Who did not open finds
did not open and did not click only look at contacts who received the email. was not sent and never entered also find contacts you added later. With a period selected, did not open finds contacts who received email campaigns in that period and opened none of them. A contact who has only received the email a moment ago also matches did not open, because they have not opened it yet.
To save the segment and use it in a campaign, see Create a segment.
Frequently asked questions
Do contacts who finished the automation in the past appear?
Yes. MailGraf records every entry into a flow, so the segment finds everyone who has finished it so far. You do not need to add a tag step to the flow.
Why can the segment show fewer contacts than the automation report?
The automation report counts entries and the segment counts contacts. A contact who entered the flow twice appears twice in the report and once in the segment.
What happens to the segment if I delete the automation?
The segment matches nobody and the rule row reads Deleted automation. Change that condition or remove it. Email campaigns that have been sent cannot be deleted.
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