Setting up segmentation for Pardot

The segmentation features in Taxi for Email allow modules within an email to be aimed at particular audiences from within our email editor. Filtering to see what recipients in different groups will receive, can be performed in real-time while building the email. Segment sets and single segments are defined in the segmentation section of your Taxi account. These allow you to set up rules to control which content is sent to the groups of people within this segmentation. They are then applied to any of the modules in your template to give you complete control of the specific content that’s sent to your customers.

This segmentation is mapped by the connector to handlebar code snippets, and this is run when the email is sent. This ensures each recipient gets the content selected for them.

Once segments are defined it is possible to use them in the Taxi editor and to preview content for each segment.

Finally, to be able to export code through the connector, the handlebar code for segments must be added. This code is set per connector. This means you can use different rules between environments, so you can work with different data structures and formats in your different environments if needed.

Code for segments is entered through the segmentation settings.

You can then input the handlebar if statement you want to use:

Things to note with Pardot and Segmentation

  1. You cannot use handlebar conditionals based on the specific value of a field in your data. For example, you can target users based on whether or not their location is known, not whether or not their location equals London.

  2. If you export as a segment set, as described above, you can’t also include segmentation in the versions.

  3. You are able to use single segments with the Pardot connector but you can’t add lots of conditions using the rule builder in the editor.

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