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SEGMENTATION

Stop sending to everyone.

A segment builder with a real operator catalogue — opens, clicks, tags, verification status, typed custom fields and signup date. Build the audience once. Use it for campaigns and automations.

THE BUILDER

Conditions, not guesswork.

A segment is a set of conditions against a list. Pick a field, pick an operator, give it a value. Stack as many as you need. The segment is saved, named and reusable — it is not a one-off filter you rebuild every time you send.

Because segments are per-list, the fields on offer are the fields that list actually has. No phantom attributes, no cross-list drift.

saved & named per-list reusable drives campaigns drives automations
segment · win-back candidates
Last openedgreater than45 days ago
engagement
and
Tagnot containschurned
tag
and
Verification statusequalsdeliverable
verification
and
Plannot blank
custom field
Segment readyuse as campaign recipients
OPERATOR CATALOGUE

Every operator, listed.

No vague "smart" targeting. Here is precisely what you can ask of a subscriber record.

Equality
  • equal
  • not equal
Substring
  • contains / not contains
  • starts with / not starts with
  • ends with / not ends with
Comparison
  • greater
  • less
Presence
  • blank
  • not blank
Engagement · open
  • last opened less than N days ago
  • last opened greater than N days ago
Engagement · click
  • last clicked less than N days ago
  • last clicked greater than N days ago
Tags
  • tag contains
  • tag not contains
Verification status
  • equals
  • not equals
Created date
  • greater / less
  • in the last X days

Engagement operators read the subscriber's real open and click history. Verification status is written by the verification job. Tags are whatever you put on the record.

WHAT YOU CAN ACTUALLY BUILD

Four segments most senders should already have.

01 / RE-ENGAGEMENT

Cold but not dead

Last opened greater than 60 days ago, last clicked greater than 90 days ago, verification status equals deliverable. That is your win-back audience — and only the addresses worth mailing.

02 / SENDER REPUTATION

Exclude the risky

Verification status not equals risky. Attach it to every broadcast. The addresses that would bounce never enter the send in the first place.

03 / NEW ARRIVALS

Joined in the last 7 days

Created date in the last X days, tag not contains welcomed. Point an automation at it and the welcome sequence looks after itself.

04 / YOUR OWN DATA

Custom fields, typed

Plan equals pro. Company not blank. Country contains UK. Your fields are typed and sortable, so comparison operators behave the way you'd expect.

subscriber · timeline
Tag added — pro-trial
bulk tag action
Clicked link
campaign · February pricing note
Opened
campaign · February pricing note
Verification status set — deliverable
list verification job
Confirmed subscription
double opt-in
Subscribed via form
embedded signup form
THE RECORD

Every subscriber has a history you can read.

Open the record and you get the timeline: how they arrived, what they opened, what they clicked, what tags they carry, what the verifier said about the address. This is the same data the segment operators query — so what you read on the record is what the segment will match.

Tags can be added and removed individually or in bulk. Subscribers can be copied or moved between lists, deleted in bulk, or blacklisted outright.

timeline tags · bulk add/remove copy to list move to list bulk delete blacklist
DOWNSTREAM

A segment is not a report. It's a target.

Building the audience is the easy part. The point is what happens next — and in CleverlyBox a segment is a first-class input to the two things that send email.

Pick it as the recipients of a campaign. Or point an automation at it and let the flow decide who enters. Same definition, one place to change it.

Campaign recipientslist + segment
Automation targetingsegment
Segment scopeper list
Custom fieldstyped · sortable
Contacts under management3.3M
Automation triggers available12

Segments and verification share one subscriber record. Clean the list, and the segment tightens automatically.

QUESTIONS

Segmentation, answered.

Can a segment span more than one list?

No. Segments are per-list by design — the fields, tags and engagement history belong to a list, so the segment does too. If you need the same audience logic across two lists, build it in both, or copy/move the subscribers into a single list first.

Can I segment on behaviour, not just fields?

Yes. Engagement operators query real open and click history: last opened less than or greater than N days ago, and the same pair for clicks. That is how you build re-engagement and win-back audiences without exporting anything.

How does verification status become a segment condition?

The verification job writes a status onto each subscriber record. Segmentation exposes that status as an operator — equals or not equals. So you can exclude risky addresses from a broadcast in the same tool that cleaned them.

Do custom fields work with comparison operators?

Custom fields are typed and sortable, so greater/less behave sensibly, and blank / not blank let you catch incomplete records. Contains, starts with and ends with are all available for text.

Can I bulk-edit the people a segment finds?

Subscriber management supports bulk tag add and remove, bulk delete, blacklisting, and copying or moving subscribers between lists — so a segment can be the starting point for cleanup as easily as for a send.

Build the audience once. Use it everywhere.

Segments, verification, campaigns and automation on one subscriber record.