List

Using valid contact data and segmenting contacts according to various standards and sending some content to target groups are the right way to use marketing.

Fields

Fields are used to identify your subscriber's own characteristics . For example :

What's Anna's email subscription address Anna@domain , a female paying user, whose birthday is March 1 every year.

Anna's fields

Email : Anna@domain

Name : Anna

Gender : Female

Birthday : 03/01

The default contact fields provided by EngageLab  are as follows

Email, name and phone cannot be deleted or set invisible.

Fields can be added or deleted according to the situation .

When creating a new field, you can define the name of the attribute and select the appropriate type .

The main types we support are：Text、Num、Date、Birthday、Dropdown

If you want to adjust the display order of contact attributes, you can enter "manage - Fields" and drag attributes to adjust the display order.

The maximum number of fields supported by a list is 50

Tags

Tag is your classification of a type of contacts. It is composed of strings and can be used to manage your contacts.

Tag can be created independently and used on demand. After creating tag and tagging tag to contact person, you can filter contact person through tag and send email by using tag related contact person.

In EngageLab , you can tag a contact individually or operate in batch.

Examples of application

Suppose you run a website related to food, and your contacts Anna and Emma like desserts very much. In addition, Anna often browses Japanese food, while Emma shows great interest in Chinese food.

Then you can do the following

1. Create three tags of desserts, Japanese cuisine and Chinese cuisine
2. Mark Anna with two Tags: dessert and Japanese food
3. Mark Emma with two Tags: dessert and Chinese cuisine

Recently, you are going to introduce new desserts to members by email.

After you edit the content of the email, you can find the tag named dessert and send it directly. Then you can send your new product to all the dessert lovers in your contacts.

Of course, you can also select a tag named dessert to send when creating a new task.

Segment

Segmentation is a "dynamic mapping" generated by filtering contacts based on set rules, equivalent to a contact filter with specific rules.

Through segments, you can say goodbye to single, fixed tag management and utilize contacts' basic attributes (Fields), historical sending campaigns (Campaigns), and tags (Tags) for multi-dimensional interwoven filtering, thereby achieving more refined contact profile management and realizing true precision marketing.

Core Features

Multi-group nesting: Supports the nested combination of "inter-group logic (AND/OR)" and "intra-group multi-conditions" to meet extremely complex business filtering scenarios.

How to Create a New Segment

Step 1: Naming and Basic Settings

Click the [Create] button at the top right of the segment list.

Enter a clear and easy-to-understand [Segment Name] (e.g., "High-value Churned Customers", "25~30 Years Old Female User Survey").

Step 2: Configure Advanced Filtering Conditions

The condition configurator supports the nesting logic of "parent groups" and "sub-groups":

Set Global Inter-Group Relationship (Main Logic Gate)

At the very top of the large 【Conditions】 box, select the matching type between condition groups:

AND (Meet all groups): Indicates that all "condition groups" configured below must be met simultaneously for a contact to enter this segment.

OR (Meet any group): Indicates that as long as any one of the "condition groups" configured below is met, the contact can enter this segment.

Configure Specific Condition Groups (Intra-group Logic)

Logical filtering of AND / OR is also supported within each condition group. Click [Add Condition] to add rules to the current group.

Select Multi-dimensional Filtering Data Sources

Click the drop-down menu on the left side of the condition to choose from the following three core filtering dimensions:

Fields: Based on the contact's basic attribute information (such as: Age, Gender, Region, Industry, etc.).

Campaigns: Based on the contact's interaction behavior with past sent emails (such as: whether they opened a certain campaign, whether they clicked a certain campaign).

Tags: Include or exclude filtering based on the static tags currently attached to the contact.

Step 3: Preview and Save

After the rule configuration is completed, click [Next] in the bottom right corner.

The system will automatically estimate and preview the filtered contact list according to the multi-group nesting rules you set.

Click Save after confirming it is correct, and the segment is successfully created.

Example of a Typical Application Scenario

Business Requirement:

Filter out core users whose "Country is Singapore" and "are tagged with VIP", while they must also meet one of the following two sets of behaviors: either "received the test01_202606_PromotionNotice campaign but never opened it", or "participated in the test02_202606_MidYearCarnival campaign and clicked the link within the email".

Configuration Method:

Set the global main logic gate to AND (Meet all groups).

Group 1 (Attribute and Tag Group): Set to AND within the group, and add two conditions:

Condition 1: Fields -> Country -> = -> Singapore

Condition 2: Tags -> Include -> VIP

Group 2 (Behavioral Churn or Interaction Group): Set to OR within the group, and add two conditions:

Condition 1: Campaigns -> Not Opened -> test01_202606_PromotionNotice

Condition 2: Campaigns -> Clicked -> test02_202606_MidYearCarnival

After saving, the system will first lock in Singapore's VIP users, and then filter out the target audience that meets any of the above email behaviors from that pool.