How To Segment List Mailerlite By Form

Dividing your email subscribers into segments is a vital part of a prosperous email marketing plan. This practice enables you to deliver customized and tailored emails to specific groups of recipients, taking into account their interests, choices, and actions. In this guide, I will guide you through the steps of segmenting your MailerLite list by utilizing forms and also share my own first-hand experiences and perspectives.

Why is Segmenting Important?

Before diving into the process, let’s talk about why segmenting your email list is so important. By segmenting your list, you can deliver more relevant content to your subscribers, which can significantly improve engagement rates and ultimately lead to better conversion rates. Instead of sending a one-size-fits-all email to your entire list, segmenting allows you to personalize your messages and cater to the specific needs and interests of different subscriber groups.

Now, let’s get into the nitty-gritty of segmenting your MailerLite list using forms.

Step 1: Create Custom Fields

The first step is to create custom fields in your MailerLite account. Custom fields allow you to gather additional information from your subscribers and use it for segmentation purposes. For example, you might want to collect data like their interests, location, or preferred communication channels. To create custom fields, navigate to your MailerLite account settings and click on “Custom Fields”. From there, you can add the fields you need and specify the field type (e.g., text, dropdown, checkbox).

Step 2: Build Your Forms

Now that you have your custom fields set up, it’s time to build your forms. MailerLite offers a user-friendly drag-and-drop editor that allows you to create beautiful and responsive forms without any coding knowledge. Start by selecting the type of form you want to create (e.g., inline, popup, embedded) and customize its design to match your branding. Don’t forget to include the custom fields you created in the form to collect the necessary information from your subscribers.

Step 3: Add Automation Rules

Automation rules are the secret sauce to segmenting your list effectively in MailerLite. With automation rules, you can automatically assign subscribers to specific segments based on their form submissions. For example, if a subscriber selects “Marketing” as their interest on the form, you can set up an automation rule that adds them to the “Marketing” segment. To add automation rules, go to the Automation section in your MailerLite account and create a new automation workflow. Set the trigger as “Form submission” and specify the conditions and actions for each segment.

Step 4: Send Targeted Campaigns

Now that you have your segments set up, it’s time to start sending targeted campaigns to each group. In your MailerLite campaigns section, you can create new campaigns and select the specific segments you want to send the campaign to. This ensures that each subscriber receives content that is relevant and tailored to their interests. You can further personalize your emails by using merge tags to dynamically insert subscriber-specific information within the email body.


Segmenting your MailerLite list by form submissions is a powerful strategy to deliver personalized and targeted emails to your subscribers. By collecting relevant information through custom fields, building attractive forms, and setting up automation rules, you can ensure that your subscribers receive content that resonates with them. Remember, personalized emails lead to higher engagement and conversion rates, so invest time and effort in segmenting your email list for maximum impact.