The Scenario
You are a marketing strategist at a SaaS company. The email team is rebuilding how they segment the list. You have an Excel workbook with 8 audience segments defined in the Segments tab — name in column A, filter condition in column B. Examples: "Opened last 3 campaigns," "Custom field: plan = Pro," "No clicks in 90 days," "Signup date before 2025-01-01."
Creating each segment in BigMailer means navigating to the brand, opening the segments UI, clicking through the condition builder for each one, saving, and repeating. Eight segments, eight trips through the UI.
The slow version:
- Navigate to BigMailer, open the segments tab
- Click "Create segment"
- Configure the filter condition by hand
- Save, copy the segment ID if you need it later
- Repeat seven more times
- Realize the fourth condition had a typo and the segment is matching the wrong contacts
- You spend the afternoon debugging a segment that should have taken five minutes.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the segment definitions from the Segments tab and creates each one via the BigMailer API.
Open the SheetXAI sidebar and type:
Create all 8 audience segments defined in my Excel sheet for BigMailer brand 'xyz' — use the segment name and conditions from columns A and B of the Segments tab. Write the segment IDs back into column C.
SheetXAI reads each row from the Segments tab, interprets the condition, calls the BigMailer segment API, and writes the segment ID back into column C.
What You Get
8 BigMailer segments created with IDs written back into the workbook:
- Column C of the Segments tab — segment ID for each row
- Error flags — any rows where SheetXAI could not parse the condition
- Audit trail — the workbook now has a permanent name-to-ID mapping
Column C is the reference for downstream work. When you need to assign contacts to a segment or delete stale ones, the IDs are already in the workbook.
What If the Data Is Not Quite Ready
Segment definition workbooks often have ambiguous conditions or inconsistent formatting. SheetXAI handles interpretation and creation in the same prompt.
When condition descriptions are written in plain English, not API syntax
Your strategist wrote conditions like "engaged in the last 90 days" without specifying what "engaged" means.
For each segment in the Segments tab, interpret the condition in column B as follows: 'engaged' means opened OR clicked in the period. Create each BigMailer segment in brand 'xyz'. Write the segment ID into column C and the interpreted API filter condition into column D for review.
When some segments are duplicates of existing ones
The workbook was assembled from notes across two team members and some segment names already exist in BigMailer.
Before creating each segment, check whether a segment with the same name already exists in BigMailer brand 'xyz'. If it exists, write the existing segment ID into column C and "EXISTS" into column D. Only create segments where column C is currently blank.
When you want segments across multiple brands
The same 8 segments need to exist in all 5 brands you manage.
Create the segments from the Segments tab (columns A and B) in every BigMailer brand listed in column E of the Brands tab. For each brand, write the resulting segment IDs into a new workbook tab named after the brand ID. Report any errors per brand.
When the workbook has segment definitions, contacts to assign, and IDs to write back, all in one pass
The team wants to create the segments and immediately populate them from a contact list in another tab.
Create all 8 segments from the Segments tab (columns A and B) in BigMailer brand 'xyz'. Write the segment IDs into column C. Then look at the Contacts tab: for each contact row, check which segments their custom fields match and assign them to the right segment IDs. Write a summary of how many contacts were assigned to each segment into a new tab called 'Segment Summary'.
The pattern: define it in the workbook, create it in BigMailer, and write the IDs back for every downstream operation.
Try It
Get the 7-day free trial of SheetXAI and open a workbook with your segment definitions, then ask it to create them all in BigMailer. The BigMailer integration is included in every SheetXAI plan. See also how to sync a CRM export with upsert from Excel or the BigMailer in Excel overview.