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.

Summary table of condition settings

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

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