If you’re looking to send messages to specific segments of your subscriber base, momoGood Messaging gives you several ways to narrow who receives a message. You can segment by geographic location, by the keyword someone used to opt in, or by the fields in your subscriber data.
Step-by-Step Instructions for Segmenting Your Messages:
Access the Message Scheduler:
When setting up a scheduled message, whether to all subscribers or just new ones post-opt-in, scroll to the bottom of the message creation page.
Choose Your Segment:
Location-Based Segmentation: Select 'Location is' to segment subscribers based on where they are located. If a subscriber’s zip code isn't available, the area code is used to approximate their geographic location.
Keyword-Based Segmentation: Choose 'Keyword is' to segment messages based on the SMS keyword used by subscribers during opt-in.
Field-Based Segmentation: Pick a field from the tag field dropdown to segment on your subscriber data. See Finding the Right Field in the Dropdown below.
Refresh and Review Segment:
Click the 'Refresh Segment' button to update and see how many subscribers fit into your chosen segment and will receive the message.
Finalize Your Message:
Complete your message setup as usual, then choose to send, schedule, or save your message.
Finding the Right Field in the Dropdown
System fields and your own CRM fields used to look identical in the field dropdown, which made it easy to pick the wrong one and build a segment that did not do what you expected. The dropdown is now organized into labeled groups.
Grouped sections: Fields appear under Recommended, Tatango Fields, and Custom Fields.
System fields are separated from your own: Fields such as Donation Last Date and Is Donor sit apart from the CRM fields you brought in, even when the names are similar.
Gray box boundaries: Each group sits in its own gray box, so the sections are easy to scan and tell apart.
Expand and collapse: Click the chevron on any section header to collapse a group you do not need, then click it again to expand it. All sections are open each time the dropdown loads.
Where to find it: Create a new message, go to Sending Settings, click the Segmented List radio button, then click the tag field.
Additional Notes:
Processing Time: Keep in mind that segmenting can require additional processing time. If multiple segments are applied to a message, it may be sent a few minutes after the scheduled time. This ensures that all eligible subscribers are included in the segment calculation at the time of sending.
Account Limitations: If you cannot access this feature, it may be because you are on a grandfathered account. Please contact us to inquire about upgrading your account for access to advanced features.
Geographic Availability: Currently, segmentation based on location and keywords is available only for lists in the United States, not in Canada.
If you have any further questions or require personalized assistance, do not hesitate to reach out to your Customer Success Manager or our support team.