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
Last ordered
Number of orders
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 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.
Location
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.
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
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.
Additional filters:
Product filter
this will allow you to add specific products to the below conditions
Placed an order
Abandoned a cart
Last ordered
you can filter for the below product characteristics
product name
product type
tag
product variant
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.
Flow filter
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:
flow name
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.
Source filter
You can select via which opt-in tool the user subscribed within the below condition
Subscribed to
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.