Filter recipients

How to send emails only to certain rows and skip others? How to send emails only to the new people added to the list? Here is how we can do that by filtering your spreadsheet!

Filtering your spreadsheet into segments is a simple way to follow-up on certain recipients or avoid resending emails to your list.

How to create a segment of recipients?

1) Click on the number 1 in the first row, it will select the entire first row.

Click on the first row's number

2) In the menu, click on the filter icon (alternatively, you can select cells, go to Data > Create a filter)

Go to actions menu, click on the Filter icon

Click on the filter icon only once in order to create a filter. If you go in the Filter menu, and click "Create a new filter view", segmenting will not work in Mailmeteor as you will be creating a filter view.

Read more on the difference between filter and filter views.

3) Choose the filter options. Go to the top of the range and click Filter Filter

Filter options, here we can select only people working at Space X

Here are the different types of filters you can choose in Gsheets:

  • Filter by condition: choose from a list of conditions or write your own. For example, if the cell is empty or if data is less than a certain number.

  • Filter by values: uncheck any data points that you want to hide and click OK. If you want to choose all data points, click Select all. You can also uncheck all data points, by clicking Clear.

  • Search: search for data points by typing in the search box. For example, typing "P" will shorten your list to just the names that start with P.

When your filter is on, you can play with options to target a specific audience. Filter allows you to show only the records you want to send emails to. To turn the filter off, click Data > Turn off filter.

Example: sending emails to only some recipients (e.g. countries)

Here is a step-by-step guide if you have a contact list and want to send a campaign to only people in a certain country:

  1. Filtre your spreadsheet as shown above

  2. Select the "country" column and untick all status except USA. This will hide all rows except for the recipients have "USA" in the country column.

  3. Open Mailmeteor and send a new campaign. Emails will be sent only to visible rows.

Here's a spreadsheet demo that gives you an idea on how it will look like after a few campaigns sent using filters:

Sending campaigns to all countries, then USA only, then outside USA.

Here is a step-by-step guide to engage back with recipients who have not taken action yet with your first email:

  1. Filter your spreadsheet as shown above

  2. Select the "Merge status" column and untick all status except "Emails opens". This will keep rows for recipients who have opened your email but did not click it yet

  3. Open Mailmeteor and send a new campaign. It will create a new "Merge status" column next to the first one. You can monitor all your campaigns under the Tracking report.

Segmenting recipients is particularly useful if you want to split your contact list in smaller groups or to follow-up on campaigns. You can target people who did not click on your previous email for example.

Video tutorial

If you prefer to watch a video, here's a tutorial on how to use filters with Mailmeteor:

Happy watching!