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.

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

• • 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.





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.
  

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.

  
• 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.

  
• 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.