SMS Segmentation: Conditions and Filters

Learn how to set up your segment’s conditions and filters properly to target the right audience with your SMS campaigns.

Table of Contents

• Introduction
• How to access segments
• Shopping activity conditions
• Subscriber activity conditions
  • Subscribed to
  • Subscriber detail
  • Clicked on a flow
  • Received a flow
  • Location
  • Member of
  • Phone area code
  • Language
• Shopify Tags
• Additional segmentation details
  • Additional filters
    • Product filter
    • Flow filter
    • Source filter
  • Time frame filtering for segmentation
  • How does the multi-select work?
• More use cases to get inspired

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Introduction

• 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.

How to access segments

1. On the Segments&Lists Page, click Create new and select Segment
   
   
   
2. Name your segment
3. Click on the Select condition drop-down to see all condition types
   
   
4. Hover your cursor over the names to see a short description
5. To set up a condition you need to click on its name

1. Shopping activity conditions

• Current cart value

• Abandoned cart

• Abandoned checkout

• Placed an order

• All order value

• Last order value

• Last ordered

• Number of orders
• Number of products bought
• Last visited product

2. Subscriber activity conditions

• Subscribed to

  • 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 filter to further target audiences via 
    • opt-in tool
    • URL
    • integration event
    • external ID (optional identified via public API)
  • You can also exclude an opt-in tool by setting the source to Is not value

• Subscriber detail

  • Dropdown with various options of information we know about subscribers, e.g.: through opt-in forms by subscribers

  • Includes date of birth/Facebook profile/first name/gender/Instagram handle/language preference/last name/LinkedIn profile/nickname/TikTok handle/Twitter handle/ZIP code
  • You can apply a general filter with Is set or Is not set
  • To filter for specific words or numbers select Contains or Does not contain

• Received a flow

  • Use the Flow additional filter to select the flows users received 
  • Has or has not received a given channel/flow/flow category/flow group with a time filter option
  • You can also target those who did not receive a specific flow by changing Is to Is not
  • Please bear in mind we can not be 100% sure if a user received a flow.
    • The segment will include the users to whom the flow was sent (the margin of not receiving is very minimal)

• Member of

  • Filter for customers based on being added to other segments/lists or not
  • You can exclude customers by changing Is to Is not

• Phone area code

  • Segment and target your audience based on the subscriber's phone number area code (right after the country code)
  • Currently only available in the US and Canada
  • You can exclude customers by changing Is to Is not
  • To filter for multiple area codes at once, separate them with commas

• Language

  • Segment and target your audience based on language

  • Note that this filter works based on the subscriber’s browser language setting. You can choose any language from the dropdown, and all subscribers will be included in the segment whose browser’s language matches the chosen language.
  • In case we can not detect the subscriber’s browser language setting, your store’s default language will be applied to the subscriber

3. Shopify Tags

• You are able to segment based on whether or not a specific Shopify Tag is associated with an order made or is associated with the subscriber themselves.
• Please note you will have to write in the tag in the field provided.
• Tags need to be written exactly as they appear within Shopify in order to get accurate results
• If you are adding multiple tags they need to be separated by commas
  • On Order: whether or not an order made by a subscriber has a specific tag associated with it
  • On Subscriber: whether or not a subscriber themselves has a specific tag associated with them

• If you are unsure which tags your company uses in Shopify, the best way to access this information is by going into Shopify, clicking on the Customers tab, and within the text box writing in "Customer Tags." This will provide you with a dropdown list of all the tags your company is using:

How does the multi-select work?

• When you select multiple items within a condition or 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.

More use cases to get inspired ✨

Some examples of the most popular segments you can target on a recurring basis.

• Subscribed last month, but 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.
  

 

If you have any remaining questions about segmentation conditions, do not hesitate to contact the Customer Support team.