Audience segmentation lets you send tailored email content to specific subsets of your customers — defined by billing or account country code — without changing the default template everyone else receives. Use it to meet regional compliance requirements, improve engagement, and deliver the right message in the right language.
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Audience segmentation is a feature that lets merchants create alternate versions of the Payment Confirmation and New Subscription email templates, each targeting a defined audience based on billing or account country codes. When a customer matches the segment criteria, they receive the alternate template; everyone else gets the default.
Targeted messaging
Segment your audience by billing or account country code and deliver content that speaks directly to each group.
Stay compliant
Communicate country- or region-specific regulatory requirements to the right customers, keeping you aligned with compliance mandates.
Higher engagement
Personalized emails drive better open rates and stronger connections with your audience.
Built-in multi-locale support
Set up your segment once, then customize content per locale — Recurly handles routing the right language to the right audience automatically.
Flexible template management
Modify, rename, delete, or add alternate templates at any time, giving you an agile communication toolkit as your business evolves.
Audience segmentation works with exactly two email templates: New Subscription and Payment Confirmation. Each has a default version that all customers receive unless they match an alternate template's audience criteria.
Audience criteria determine which customers receive an alternate template instead of the default. A few rules govern how they behave:
- You must define at least one criterion in the Audience section for an alternate template to activate.
- Criteria use OR logic — a customer who matches any one criterion qualifies for the alternate template.
- Customers who don't match any criterion continue to receive the default template.
Alternate templates support all Recurly locales. After defining your audience segment, you can customize the email content for each locale independently.
For example, if your segment targets customers in the UK, Italy, and Sweden:
- Customize the content for the UK audience in English.
- Use locale support to add Italian and Swedish translations.
- Recurly routes the alternate template to customers in those countries, in the language set for their region.
You can attach a PDF to an alternate template. Each locale on an alternate template supports its own unique PDF attachment, keeping your message consistent across languages.
After creation, your alternate template appears in the Email Templates section. From there you can preview the HTML, edit content, rename, or delete the template.
Hover over the ellipsis next to the alternate template and select Rename. Save your changes when done.
1
Go to the Payment Confirmation or New Subscription email template in your Recurly account.
2
Select the Options button, then choose New Email Template.
3
Assign a unique name to the alternate template and save.
4
Edit the subject line, email body, and audience criteria. The template won't activate until at least one criterion is defined in the Audience section.
1
Select Add Attribute near the bottom of the screen.
2
Select the attributes you want to use for this segment — billing country code, account country code, or both.
3
Set the specific country values and save your changes. Once saved, the segment is active and the alternate template is ready to send.
1
In the alternate template editor, locate the PDF section and select Choose File.
2
Select the PDF you want to attach. The file must be 512 KB or smaller.
3
Once the template is active, the attached PDF will be included in every email sent to customers in the defined audience segment.
Note Each locale on an alternate template supports its own PDF attachment. If you've configured multiple locales, upload the appropriate PDF for each one to keep your messaging consistent across languages.
