Segmentation allows you to send relevant, personalized SMS campaigns based on your subscribers’ previous interactions and behavior. Defining conditions and filters when building a new segment will help you narrow down your audience to target and exclude exactly who you would like to.
If you’d like to learn the steps of creating a new segment, check this article. Read further if you are interested in the setup of the conditions.
On the Segments&Lists Page, click on Select condition to see all condition types, and hover your cursor over the names to see a short description. To set up a condition you need to click on its name.
Segment conditions have two main categories: Shopping activity and Subscriber activity.
1. Shopping activity conditions
Current cart value
Abandoned a cart
Placed an order
All order value
Last order value
Number of orders
2. Subscriber activity conditions
Dropdown with SMS and Messenger options
Has or has not subscribed to a given channel with a time filter
The time filter will consider the beginning of the currently active subscription.
Use the Source additional filter to select one or more opt-in tools to target only those who opted in via that tool.
You can also exclude an opt-in tool by setting the source to Is not value.
Use case: Create a segment of users who subscribed to your list via the Popup, and have not placed an order in the last 30 days. Send them a campaign to activate them.
Clicked on a flow
By default, this condition will create a segment of customers who clicked on any flows
Use the Flow additional filter to select the flows
Has or has not clicked on a given channel/flow/flow category/flow group with time filter option.
You can also target those who did not click on a specific flow by changing Is to Is not
Use case: Create a segment of users who clicked on a specific campaign and have not placed an order since. Send them a follow-up message reminding them to use their discount code.
Filter for customers based on their country
You can exclude a country by changing Is to Is not
Use case: Create a segment of users who are located in a certain country and have not placed an order yet. Activate users based on their location.
Filter for customers based on being added to other segments/lists or not
You can exclude customers by changing Is to Is not
Use case: Create a segment of users who are a member of an imported list, have clicked on your recent campaigns, and have not purchased. Send them a follow-up message to activate them.
this will allow you to add specific products to the below conditions
Placed an order
Abandoned a cart
you can filter for the below product characteristics
all kinds of product filters are multi-select, you can choose multiple products
Use case: Create a segment of users who ordered a product from a specific type, but have not ordered one certain product. Promote the product for them that they have not purchased in the given category.
this is an option to choose a specific flow or list of flows for the below condition
Clicked on a flow
you can filter for the below flow characteristics:
multi-select - you can choose more flows for one segment
flow category (Welcome, Help, Abandoned cart, Fulfilment, etc.)
multi-select - you can choose more categories for one segment
flow group ( Automated or One-off)
single select - you can only choose one of the groups
channel (Messenger or SMS)
single select - you can only choose one of the channels
Use case: Create a segment of users who clicked on a specific campaign, and have not placed an order. Target users who received a product promotion campaign and have not purchased that certain product.
You can select via which opt-in tool the user subscribed within the below condition
The source filter is multi-select, you can choose multiple opt-ins
Use case: Create a segment of users who opted-in to your list via the Shopify Checkout subscription, and their last order value was above $500. Target them with a special discount.
How does the multi-select work?
When you select multiple items within a condition or within an additional filter, the segment will use the ‘or’ logic. You can add multiple conditions by clicking on the +AND under the last added condition to use the ‘and’ logic.
The below example is a segment of subscribers who have subscribed to the text list either via the SMS Welcome Popup or via the Shopify Checkout opt-in and have never purchased.
More use cases to get inspired
Some examples of the most popular segments you can target on a recurring basis.
Subscribed last month, have not purchased
Tip: Use the Activation Campaign Template to target them.
Purchased multiple times within the last few months
Tip: Use the VIP Sale - Multiple Orders Template to target them.
Purchased over a certain amount within the last few months
Tip: Use the VIP Sale- Loyalty Template to target them
Clicked on a certain campaign, have not purchased
Tip: Use the Last Call - Follow-up Template to target them.
Summary table of condition settings
If you have any remaining questions about segmentation conditions, do not hesitate to contact the Customer Support team.