Using Snippet Segments
Segmenting your audience is a powerful way to deliver personalized content that resonates, but building complex segments from scratch each time can be a chore—especially when many segments rely on the same criteria. That’s where Segment Snippets come in.
Segment Snippets let you create reusable pieces of logic that can be dropped into any Regular or Triggered segment. It’s a simple way to streamline your segmentation workflow while keeping your segments consistent and easy to manage.
How It Works
Snippet Segments let you create reusable parts of a segment that can be shared across multiple other segments. If you update the snippet, all segments using it will update automatically. For example, you could build a snippet listing all sales reps for a region—any segment using that snippet will stay current as long as you keep the snippet up to date
Creating a Segment Snippet
Navigate to the Contacts dashboard.
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Click Segments from the left-hand menu.
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Select Create Email Segment in the top-right corner, then choose Snippet Segment.
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Enter a Name and Description for your snippet.
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Build a clause by choosing a field from the “Select field” dropdown and setting your condition. Note that a Segment Snippet can only contain one clause.
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Tip: If you’re new to segmentation in Delivra, consider checking out our e-Learning hub for guidance.
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Click Save and Test to view matching contacts, or Save to add the snippet to your library.
Adding a Segment Snippet to a Segment
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Open an existing segment or start a new one.
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In the segment builder, click the Add Snippet button.
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Your Segment Snippet library will appear. Select one or more snippets by checking the boxes on the left.
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Click OK to insert the selected snippet(s) into your segment.
Best Practices and Tips
- Name snippets clearly: Descriptive names help you identify the purpose of a snippet quickly when building segments.
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Avoid duplication: Use snippets to centralize logic. If multiple segments use the same conditions, referencing one snippet keeps your setup cleaner.
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Test before using: Always test snippets to ensure the logic returns the expected audience.
Practical Use Cases
- New Subscriber Campaigns: Create a snippet for subscribers added in the past 7 days and use it across different welcome automations.
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Engagement Tracking: Build a snippet that filters subscribers who haven’t opened an email in 90 days, and reuse it in re-engagement segments.
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Geographic Targeting: Set up snippets for common regional filters (e.g., U.S., Canada) and apply them in targeted campaigns.
For any questions about Segment Snippets or assistance getting started, our Support team is happy to help—just email us at support@delivra.com.
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