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  2. Reporting & Analytics
  3. Segmented Stats

How To Set Up Segmented Email Stats

Segmented Email Stats allow you to analyze campaign performance by specific recipient attributes like department, location, or job title. This feature adds a Segmented Email Stats tab to your Campaign Overview page, displaying filtered analytics based on your Directory fields.

Before You Start

Required permissions:

  • Owner or Administrator role

Required products:

  • Office 365 or Gmail
  • List Management
  • Individual or Anonymous tracking (this feature does not work with Overall tracking)

Privacy note for Anonymous tracking: If a segment contains fewer than 10 recipients, no stats display for that segment. This protects recipient anonymity by preventing identification through small sample sizes.

Setup Steps

1. Access Your Directory

Click Directory at the top of your ContactMonkey dashboard.

2. Upload Your Contact Data

Click the Sources tab and choose one of these methods to add contacts and their attributes:

Option A: Upload a CSV file

  • Your CSV must include an Email column plus any attributes you want to segment by (e.g., Department, Location, Job Title)
  • Click here for detailed CSV formatting requirements

Option B: Connect Azure Active Directory

  • Map your Azure AD fields to ContactMonkey during the sync configuration
  • Click here for step-by-step instructions

Option C: Connect Your HRIS

  • Available integrations include Workday and other HRIS systems via API
  • Click here for Workday instructions
  • Click here for other HRIS instructions

3. Send with Individual or Anonymous Tracking

Segmented Email Stats only appear when you send campaigns with Individual or Anonymous tracking. Select your tracking option when composing your email. Learn more here.

Customize Your Segment Fields

The attributes you upload become your segment filters. To change which fields appear in Segmented Email Stats:

For CSV uploads:

  • Add or remove columns from your CSV file before uploading
  • Ensure column headers match your desired segment names exactly

For Azure AD or HRIS syncs:

  • Adjust field mappings during the sync configuration
  • Include only the fields you'll use for segmentation and reporting

Recommended fields:

  • Department
  • Location/Office
  • Job Title
  • Employment Status
  • Seniority Level

Next Steps

Learn how to access and interpret your segmented data here.

 

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