Segments

Last Updated 2021-04-28

Overview

Segments allow you to group together users based on user properties (ex. title, last name, etc.), and/or events a user has taken (ex. purchase, subscribed, add to cart). These segments are what are used to either include a certain group of users, or exclude them from a campaign.


Creating a Segment

To create a segment, you can use User conditions, Event conditions, or a combination of both. We have a logic based system where you can be as general or specific as needed to segment your users.


Types of Conditions

  • And — All conditions must be true for each user to be included in the segment
  • Or — At least one of the conditions must be true for each user to be included in the segment


There are two sets of conditions available, User conditions where you can use the properties of a user, or Event conditions where you can use the events that fired for a user.



User Conditions


  • equals — The selected property equals the entered value
  • does_not_equal — The selected property does not equal the entered value
  • contains — The selected property contains the entered value
  • does_not_contain — The selected property does not contain the entered value
  • starts_with — The selected property starts with the entered value
  • ends_with — The selected property ends with the entered value
  • more_than — The selected property is more than the entered value. Applicable to numerical properties
  • less_than — The selected property is less than the entered value. Applicable to numerical properties
  • more_than_or_equal_to — The selected property is more than or equal to the entered value. Applicable to numerical properties
  • less_than_or_equal_to — The selected property is less than or equal to the entered value. Applicable to numerical properties


Event Conditions


Event

  • equals — The total number of times the event has occurred for a user is equal to the entered value
  • more_than — The total number of times the event has occurred for a user is more than the entered value
  • more_than_or_equal_to — The total number of times the event has occurred for a user is more than or equal to the entered value
  • less_than — The total number of times the event has occurred for a user is less than the entered value
  • less_than_or_equal_to — The total number of times the event has occurred for a user is more than the entered value


Event Property

  • equals — The selected property equals the entered value
  • does_not_equal — The selected property does not equal the entered value
  • contains — The selected property contains the entered value
  • does_not_contain — The selected property does not contain the entered value
  • starts_with — The selected property starts with the entered value
  • ends_with — The selected property ends with the entered value
  • more_than — The selected property is more than the entered value. Applicable to numerical properties
  • less_than — The selected property is less than the entered value. Applicable to numerical properties
  • more_than_or_equal_to — The selected property is more than or equal to the entered value. Applicable to numerical properties
  • less_than_or_equal_to — The selected property is less than or equal to the entered value. Applicable to numerical properties


Date

  • in_the_last — Set to include users that the event occurred for within the last number of minutes, days, weeks, etc.
  • not_in_the_last — Set to include users that the event did not occur for within the last number of minutes, days, weeks, etc.


Note for date, we support date units to make it easier to include (or exclude) users based on when it last happened and if it happened in the last 7 days, last 4 weeks, not in the last 30 minutes, and so on.


Using a Segment

Once you've created your segments, it's very easy to use them within all your campaigns to target who will receive, or not receive, your campaign messages.


  • Include Segment — Segment of users that will be included in the campaign and be sent the message(s) to
  • Exclude Segment — Segment of users that will be excluded in the campaign and be sent the message(s) to


Note, if there are some users in both segments, the Excluded Segment will take precedent and the users will be excluded from the campaign.


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