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Moosend · Excel Guide

Create Moosend Segments From a Configuration Table in an Excel workbook

2026-05-14
5 min read

The Scenario

An email strategist has 8 audience segments to build in Moosend before next week's campaign series. Each targets a different plan tier and the criteria are sitting in a config table in her Excel workbook — segment name in column A, custom field in column B, match value in column C. This is the third time she's been asked to set up segments from a config table for a campaign series, and the previous two times she built them by hand inside Moosend's segment builder.

The bad version:

  • Open Moosend's segment builder, click 'Create New Segment', type the segment name, add a criterion, select the custom field from a dropdown, choose 'equals', type the value, save
  • Repeat 7 more times, watching the dropdown reload between each step
  • Go back to the config table and discover you've transposed columns B and C for segments 4 and 6 — now you have to edit those two inside Moosend

Building 8 segments by hand takes 40 minutes. Building them correctly takes longer.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the segment configuration directly from your table, connects to Moosend through its built-in integration, and creates each segment with the right name, field, and filter value — in one pass.

Read the 'Audience Segments' Excel table and create one Moosend segment per row on list ID xyz789 using the segment name from column A and match type from column B

What You Get

  • 8 segments appear in Moosend, each named and configured to match the corresponding row in your config table
  • Each segment has the correct custom field criterion applied — no transposed columns, no dropdown fumbling
  • The config table doubles as documentation — you can see exactly what was created and re-run it if anything needs to change

What If the Data Is Not Quite Ready

Some segment names in the config have inconsistent casing

For each row in the 'Segment Config' worksheet, convert the segment name in column A to title case, then create the segment on Moosend list ID abc123 with a criterion filtering by the field in column B matching the value in column C

You need to create segments across two different Moosend lists

Create Moosend segments for each row in the 'Segment Config' worksheet — if column D says 'List A' create on list ID abc123, if it says 'List B' create on list ID xyz789 — using the name from column A, field from column B, and match value from column C

The config has blank rows that should be skipped

For each non-empty row in the 'Segment Config' worksheet where column A and column C are both filled, create a Moosend segment on list ID abc123 using the name from column A, field from column B, and value from column C

Full segment build: validate config, create all segments, and write confirmation

In the 'Segment Config' worksheet — skip any row where column A, B, or C is empty, then create a Moosend segment on list ID abc123 for each valid row using column A as name, column B as field, column C as value — write 'CREATED' or 'ERROR' into column D for each row

Validating the config and creating the segments in one pass means you don't build 8 segments and then discover that 2 of them came from blank rows.

Try It

Get the 7-day free trial of SheetXAI and open an Excel workbook with your segment config table, then ask SheetXAI to build all your Moosend segments in one shot. See also the Clone a Campaign for Segments spoke or the full Moosend overview.

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