In this brief tutorial you'll
learn how to setup a mailing list
with custom fields to collect the
age and sex of your subscribers
when they signup. After that
you'll learn how to segment your
mailing list and only send your
email campaign to males over the
age of 21.
Creating your mailing list with
custom fields
To get started,
create a mailing list. Click
on the "Manage Custom Fields" menu
option under the "Mailing Lists"
tab and create two custom fields:
Age: Make this a required
number field.
Sex: Make this a required
radio button field with two
options: male and female.
Create two custom fields: age
and sex before moving on.
Import/add subscribers
Choose how you want to add some
subscribers to your mailing list.
For this example we will use the
"Add Subscriber" option under the
"Subscribers" tab to manually add
a few subscribers:
For this example we will
manually add a few subscribers
to our mailing list, being sure
to add a variety of age ranges
(for example, 15, 21, 22, 25 and
40) and sexes.
Creating the email campaign
Create a basic email campaign. You
can add any content you want. I
started with the built in business
template and added some content
using the custom field
placeholders. If you want to add a
custom field into your email,
click the "Insert Custom Field"
link under the editor.
Create an email campaign - it
doesn't matter what you type for
the content of the email as this
is for testing purposes only.
Sending and segmenting the
campaign
Click the "Send Email Campaign"
option under the "Email Campaigns"
tab at the top of the system.
Choose the mailing list you want
to send to, and make sure you tick
the "Yes, show filtering options
on the next page" option as this
is where we will segment the list.
The first step of segmenting and
then sending our email campaign.
On the next step we can segment
and filter our mailing list,
telling the system to only send to
subscribers who match certain
details. In our example we only
want to send to males over 21, so
we fill out the custom field
filtering options. You can use
powerful filtering options on
number fields as you can see
below.
Segmenting our subscriber list
using filter options.
We have chosen to only send to
males over 21. The "> 21" text in
the age field takes care of the
age segmenting for us
automatically. Click the "Next >>"
button to continue and complete
the rest of the sending steps as
normal. The email will only be
sent to male subscribers over the
age of 21
