Start Here - Segments

In this tutorial, we'll learn about segmentation and how it can be used to target specific customer groups with automated email campaigns.

CONTENTS

Overview

Segments are groups of customers that share specific traits or characteristics. Segments can be used to target specific groups of customers who abandon their cart or who purchase from your website. Each segment you create has a name and a set of filters that can be updated at any time.

Structure

Segments are structured as a CND (conjunctive normal form) formula:

  • Segment (conjunction of Clauses, i.e. AND) 
    • Clause (disjunction of Filters, i.e. OR) 
      • Filter (single rule that consists of filter type, operator, user value)

In addition to this, each Clause may define a strategy for matching Cart Items (this only applies to filters that use them, e.g. cart item price): 

  • Match Any (default) – at least one cart item must be matched by the Clause.
  • Match All – each cart item must be matched by the Clause.

Filter Types

Cart Item 

These filters use data collected from setCartItem calls via our JavaScript API. Note that these calls must be correctly implemented for these filters to work. 

Filter Target
Name Customers who purchase specific products
Price Customers who purchase products from a specific price range
Quantity Customers with a specific item count in their cart
Product ID Customers who purchase specific products
Category Customers who purchase products from specific categories
Description Customers who purchase products with a specific description value

Cart Data 

These filters use data collected from setCartData call via our JavaScript API. Note that these calls must be correctly implemented for these filters to work. 

Filter Target
Total Value Customers with a specific price range / total value in their cart
Promo Customers who use a specific coupon code

Customer 

Filters in this category refer to the customer's activity in the past.

Filter Target
Email Customers with specific email address information
Age Customers within a specific age range **
Gender Customers from a specific gender **
Language Customers with a specific language **
Country Customers from a certain country (detected from IP address)
Browser Customers who used a specific browser (detected from user agent)
Device Type Customers who used a specific device (detected from user agent)
Abandon Count Customers with a specific frequency of abandons (refers to a customer's activity in the past)
Conversion Count Customers with a specific frequency of conversions ((refers to a customer's activity in the past)
Total Revenue Customers who have spent a specific dollar amount (refers to a customer's activity in the past)
Average Order Value Customers whose average order value is a specific dollar amount (refer sto a customer's activity in the past)
** Optional  JS API call

Events 

Filters in this category refer to events in a customer's activity in the past.

Filter Target
First Abandon Customers with a specific date of their first abandoned order
Last Abandon Customers  with a specific date of their last abandoned order
First Conversion Customers  with a specific date of their first converted order
Last Conversion Customers  with a specific date of their last abandoned order

Lists

Filters in this category refer to a contact's status within a specific list.

Filter Target
Is Subscribed to Customers who belong to a specific Rejoiner list
Is Not Subscribed to Customers who are not part of a specific Rejoiner list

Email Engagement

Filters based on interactions with previous Rejoiner campaigns.

Filter Target
Has Opened Customers who have opened a specific campaign within a spefic time frame
Has Not Opened Customers who have NOT opened a specific campaign within a spefic time frame
Has Received Customers who have received a specific campaign within a spefic time frame
Has Not Received Customers who have NOT received a specific campaign within a spefic time frame
Has Clicked Customers who have clicked a specific campaign within a spefic time frame
Has Not Clicked Customers who have NOT clicked a specific campaign within a spefic time frame

Browsing

Filters based on events from a user's browsing activity.

Filter Target
Has Visited URL Customers who have visited a specific web page (URL) a specific number of times
Has Not Visited URL Customers who have NOT visited a specific web page (URL)
Has Viewed Customers who have viewed a specific amount of products from a specific category
Has Not Viewed Customers who have NOT viewed a specific amount of products from a specific category
Query String Customers who saw a web page with a specific query string appended to the URL

Operator Types

Filters are assigned to the following operators (this depends on the data type that is used in the filter):

  • Numeric operator
  • Text operator
  • Date operator

Each operator has some unique comparison choices (e.g. RegExp – regular expression – matching in text operator, or relative and absolute date comparisons in date operator).

Still need help? Contact Us Contact Us