Learn how to convert your filtered segments into organized groups for targeted email campaigns.

What Are Segments vs Groups?

Segments are dynamic filters that automatically update based on criteria like engagement, behavior, or attributes. They’re created using Sender’s advanced filtering tools.

Groups are static collections of contacts that you manually create and manage. Once contacts are added to a group, they remain there until you remove them.

Why Create Groups from Segments?

Preserve a Snapshot

Segments change automatically as contact behavior evolves. Creating a group from a segment preserves that specific set of contacts at a point in time.

Simplify Campaign Targeting

Groups are easier to select when creating campaigns. Instead of rebuilding complex filters each time, you can quickly choose a pre-made group.

Track Campaign Performance

Using dedicated groups for specific campaigns makes it easier to track and analyze results over time.

How to Create Groups from Segments

Step 1: Create Your Segment

• Go to Subscribers > Segments
• Click “Create new segment”
• Use the Advanced filter to define your criteria
• Review the filtered results

Step 2: Select Contacts

• Once your segment shows the desired contacts, select them using the checkboxes
• You can select all contacts in the current view or individual contacts

Step 3: Add to Group

• Click the “Actions” dropdown menu
• Select the option to add contacts to a group
• Choose an existing group or create a new one
• Confirm the action

Step 4: Verify

• Go to Subscribers > Groups
• Find your newly created or updated group
• Verify that the correct contacts were added

Common Use Cases

High-Value Customers

• Segment: Total lifetime spend > $500 AND 3+ orders
• Group: “VIP Customers”
• Use for: Exclusive offers, early product access

Re-engagement Targets

• Segment: No opens in last 90 days
• Group: “Inactive Q1 2025”
• Use for: Win-back campaigns

Event Participants

• Segment: Opened webinar email AND clicked registration
• Group: “Q1 Webinar Registrants”
• Use for: Follow-up emails, future events

When to Use Segments vs Groups

Use Segments When:

• You need real-time, automatically updated lists
• Targeting based on current behavior or attributes
• Running ongoing campaigns with consistent criteria

Use Groups When:

• You need a fixed list for a specific campaign
• Preserving a snapshot of contacts at a specific time
• Simplifying recurring campaign setup
• Tracking specific campaign cohorts over time

Best Practices

• Use descriptive names – Include the purpose and date, like “VIP Customers – Oct 2025”
• Document your criteria – Keep notes on the segment filters used to create each group
• Avoid over-creating – Only create groups when you actually need a fixed list
• Archive old groups – Remove or archive groups once campaigns are complete
• Test first – Verify your segment filters before creating groups

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.