Segments are the subsets of your recipients that meet the sharp criteria you set for them to qualify. This function would help you turn simple data into actionable insights by helping to send an email to the qualifying recipient using the “Follow-Ups”.

In this Article...

  • How can I create a segment by List(s)?
  • How can I create a segment by Campaign(s)?
  • How can I set up criteria for the “Follow-Ups”?

Clicking “Segments” from the main navigation gets you to the page from where you’ll set up new segments and view the existing ones.  Let’s first discuss how you create new segments and then later in this article, we’ll discuss viewing and managing the existing ones.

Create Segment by List

Click the button from the top of the table to start the process. Here are the fields, settings, preferences, and filters you can set up.

Basic Details


Like other resources you set up and save within Ninja EMS, the name is a necessary field here too that will help the system to keep a reference of the segment.


Since the recipients’ list provides the basis of this type of segment, clicking to open the list of all currently available recipients’ lists. Every list has the checkboxes to make a selection, and one or multiple lists can be selected to extract a segment from.


Recipient based Filters

Most of the filters under the List-based segment follow a pattern where a combination of a few selections/preferences would help you set up one full filter.

System Resource + Rule + Value

In this case of recipient-based filters, we are referring to system resources as his/her email, status within the list, format, and source using which the recipient information is being added to the list. Let’s see a few examples of the criteria we can define for this type of filter.

Email + isn’t + ( A filter that excludes the recipients' email having as domain)
Status + is + Active (Will separate out recipients with
active status)
Format + is + HTML (All recipients saved with HTML as a preferred format to receive the emails) 
Source + is + API (Recipients added to the selected list via

Custom Field Filters

The process of setting up this filter is similar to what we have just looked at for recipient-based filters. In the system resource fields, we have the custom fields this time, next is the rule and then the value to finalize the criteria. Let’s see an example

System Resource + Rule + Value 
Gender + is + Male (It separates out the recipients' Gender field having Male as value)

Date based Filter

You can set this filter if you’ve some date-based fields as resources, like the Birthday field or the date when the recipient has subscribed to the list. Let’s see the example

Birthday + is + 9-12-2019 (Is as rule means exactly on this
Subscription Date+ isn’t + 9-12-2019 (It excludes exactly
this date for the filter)
Birthday + before + 9-12-2019 (Number of recipients whose
birthday field tells that their birthday falls before this date)
Birthday + after + 9-12-2019 (Number of recipients whose
birthday field tells that their birthday falls after this date)


You can see this button with every filter. By default, the system loads only one rule criteria for every filter, but it doesn’t mean you cannot set more than one rule for a specific type of filter. You can click “Add” to keep adding more rules for certain filters, like Country + is + the United States and Gender + is + Male.

Segment by Campaign

This type of segment would help you create a subset based on actions performed or will be performed by the recipients upon receiving selected campaign(s),  very simple process, just following details to add new criteria/segments.


As the name of the List by Segment, the name here too is a necessary field to keep the reference of this segment.


These aren’t the campaign names, but the sending references you’ve provided while setting a campaign for sending, because, only the campaigns processed or will be processed can be used to set up this filter. You can select one or more campaign(s) to create the segment.


The criteria rule falls under this dropdown. You’ve selected the sending label of the campaigns you want to use for the segment, now it is time for you to select which action recipients will perform upon receiving this email campaign to qualify for this segment. See the following example of qualifiers.

Campaign A + is Opened (Recipients who have opened the
campaign A are qualified for the segment)
Campaign A + isn’t Opened (Recipients who haven’t opened the
campaign A are qualified for the segment)