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.
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 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 whom the flow was sent to. ( The margin of not receiving is very minimal though.)
Use case: Create a segment of users who received a specific flow and have not purchased. Target them with a follow-up message.
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.
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.
Use case: With a multilingual subscriber base, you can set up the same message in different languages and target subscribers separately based on language settings.
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.
Time frame filtering for segmentation
By utilizing the time filters you can define a time frame for each condition in order to narrow down your segments. You can choose from the below time filter options:
All-time
This is the default setup, if you do not choose a specific time frame, the segment will be created from those users who have ever met the given condition.
Since
the default value is today, other dates can be selected
it includes the selected day
eg.: Abandoned a cart Since 01.01.2022. will include those who Abandoned a cart that day and later
Until
the default value is today, other dates can be selected
it includes the selected day
eg.: Abandoned a cart Until 01.01.2022. will include those who Abandoned a cart that day and earlier
On
the default value is today, other dates can be selected
eg.: Abandoned a cart On 01.01.2022. will include those who Abandoned a cart that day only
Between
the default value is from '7 days before today' to 'today', other dates can be selected
it includes the selected days
eg.: Abandoned a cart Between 01.01.2022. and 01.31.2022. will include those who Abandoned a cart on 01.01.2022. and on 01.31.2022 and between these dates.
Not between
the default value is from '7 days before today' to 'today', other dates can be selected
it does not include the selected days
eg.: Abandoned a cart, not Between 01.01.2022. and 01.31.2022. will include those who had an Abandoned cart on any other days except 01.01.2022., 01.31.2022. and between these dates.
In the last
the default value is 30 days
you can replace 30 with another value
max 548 days (1,5 years)
Notes:
You cannot choose specific dates further than 1,5 years back.
All the dates and times will be displayed in your browser's time zone.
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.