SMS Segmentation: Conditions and Filters

Explains how to set segment conditions and filters so campaigns reach exactly the audience you want.

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

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.
Read further if you are interested in the setup of the conditions.

How to create segments

Go to the Segments & Lists Page, click Create new and select Segment
Name your segment
Click on the Select condition drop-down to see all condition types. There are three groups: Shopping activities, Subscriber activities, and Integrations

To set up a condition you need to click on its name to select it

How segments are created and kept up to date

Ready in seconds. When you save a segment, Recart builds it right away — usually under a minute, even for larger lists. Segments with several conditions may take a little longer.
See your audience as you build. As you add, edit, or remove conditions, Recart shows a live count of matching subscribers — at the top of the Segment Builder, and for each group in a Conditional Split. The count refreshes a few seconds after you stop editing, so you can see the impact of each condition before saving.

Active and dormant segments. Segments you use stay active and refresh automatically.
- A segment you haven't used goes dormant after 30 days (14 days for Klaviyo segments), unless it's tied to something live like a scheduled campaign or active flow.
- Going dormant pauses calculation and clears the member list but keeps the conditions — click Recalculate (or Resync for Klaviyo) to rebuild it with your latest subscribers.

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

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

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.

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

Use case: Create a segment of users based on their gender and get creative with campaigns promoting specific products and/or events.

Clicked on a flow
- By default, this condition will create a segment of customers who have clicked on any flows
- Use the Flow additional filter to select the flow
- Has or has not clicked on a given channel/flow/flow category/flow group with a 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 a time filter option
- You can also target those who did not receive a specific flow by changing Isto Is not

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.

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

Use case: target subscribers in specific areas of the US or Canada and get creative about which specific products or events you can inform these customers of.

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.

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
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 adding multiple tags they need to be separated by commas
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:

Here are some use case ideas:

Subscription: you can now determine which subscribers are on a subscription so they can choose to include/exclude them from receiving certain campaigns/custom trigger flows
Loyalty program: segment for subscribers who are members of a loyalty program

Additional Segmentation Details

Product filter

this will allow you to add specific products to the below conditions
- Current cart value
- Abandoned cart
- Abandoned checkout
- Placed an order
- Last ordered
- Number of orders
- Number of products bought
- Last visited product
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
- Received 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, Fulfillment, 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 a specific opt-in, 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 01.01.2026. 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 01.01.2026. 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 01.01.2026. 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 01.01.2025. and 01.31.2026. will include those who Abandoned a cart on 01.01.2025. and on 01.31.2026 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 01.01.2026. and 01.31.2026. will include those who had an Abandoned cart on any other days except 01.01.2026., 01.31.2026. 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)
Not 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 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.

Use case: the below example is a segment of subscribers who have subscribed to the text list either via the New Popup (Desktop) or via the Shopify Checkout opt-in and have never purchased.