compilation of segments for sending email

[rcppubs23]

Does anyone know at what point the segments are compiled? For instance, if I create a segment composed of people who have opened two emails and schedule the send for the next day, is the list compiled when I queue it, or when the mail is actually sent?

[William_A]

Hello @rcppubs23 ,

Segments only refresh when you prompt them to. If you schedule an email to send to a segment a week out, then manually refresh the segment an hour before the email sends, the email will send to that most recent version of the segment.

A segment with an open criteria is only going to show emails that have already been sent out, at the time of creating it. The segment will remain with this original compilation after other emails are sent, until you manually refresh it.

For more info on how segmentation works, I'd recommend going through this article.

[rcppubs23]

Thanks, @William_A for the clear response. I am surprised this is how it works, and am for that reason really glad I asked!

Would like to suggest an addition to the segmentation menu or maybe the particular email menu--could be a checkbox telling the system to refresh the segment before sending

[William_A]

If you'd like, you could make a post on the Feedback board regarding that type of functionality. That way the Community admins for that board can get that idea floated, and if other users are interested they can vote and voice further use cases / enhancements in a similar vein.