To create a segment, click on theCreate segmentbutton in the Segments section. There are two types of segment: 'Static' and 'Dynamic'.
When choosing the "Static" segment type, the system checks only once whether a customer meets the criterea for a segment. After a client enters a segment they will remain in it, even if the client's data has changed and no longer matches the segment's conditions.
Note
After combining customers the data on the static segment and the events in the feed may not match.
When choosing the "Dynamic" segment type, the check is performed every four hours according to the client base. In this case, customers can both "enter" and "leave" the segment if their parameters change relative to the segment conditions.
If "Available in analytics" is ticked, an axis will be available in the analytic widgets named “Segment” after the segment has been created.
The symbolic code is used for external interaction with the created segment.
Which data is used to configure segments?
Below is a button for adding filter groups by which customers can be segmented.
There are 4 thematic blocks to choose from:
- Segmentation by client data.
- Segmentation by orders.
- Segmentation by visit.
- Segmentation by email communications
- Segmentation by sms communications.
- Segmentation by communications in messengers.
- Segmentation by templates sent to messengers.
- Segmentation by Loyalty Program.
Filter groups can be added several times. The logic condition for selection AND/OR is available between groups, within a group and within a specific additional filter. After adding a block, filters will appear to perform segmentation.
The filter groups “Orders”, “Visits”, and “Communications” can be added several times. The “Clients” group can only be added once. The logical condition between all groups is "AND".
After adding a block, filters will appear. These are used for segmenting.
Logic of segment formation
When several filters are selected, the system accesses each filter in turn.
Important!
Pay attention to the sequence of adding each filter, since it may affect the logic of segment formation and, therefore, the final result.
Here is an example where we will use the same data but in a different sequence.
Initial data in the system. The table contains information on the number of orders which customers have placed over a certain month:
| Order date | May | June | September |
|---|---|---|---|
| Jack | 1 | 2 | 4 |
| Harry | 0 | 4 | 0 |
| Thomas | 1 | 0 | 0 |
The first option for forming a segment:
Add the “Orders” filter group and add a list of filters in it in the following sequence:
- "Date range" - September;
- “Q-ty of orders” - 1-3.
The system will form a segment according to the following logic:
1) At the beginning it will find all customers who placed orders in September. In our case it is 1 customer - Jack.
2) Next, it will find customers from this list with the number of orders from 1-3. In our case Jack also fits the second condition of the segment.
As a result we will have 1 customer who meets the terms and conditions of the segment.
The second option for forming a segment:
Also add a general filter on orders and add a list of filters in it in the following sequence:
- “Q-ty of orders” - 1-3;
- "Date range" - September.
In this case the system will form a segment according to a different logic:
1) At the beginning it will find all customers who have placed from 1-3 orders over the whole time. 1 customer meets this condition - Thomas.
2) Next, it already checks the orders placed by this customer in September. According to our data, the number of such orders is 0.
The number of customers who meet the selected conditions is 0.
How long does it take for a segment to be created?
The segment formation occurs in the background. Segments are queued for formation immediately after they are created or modified. When created and modified, dynamic segments are formed in real-time mode. They are recalculated once every two hours.
At the end of the creation of a segment, the user who created the it will receive a notification in the form of a pop-up in the bottom right of the screen. They will also receive an email notification.
Important!
Whether the alert or message is sent to the mail depends on user settings ].
The entry and exit of a client into a segment is recorded in the client's history. This allows you to track events in triggers for customer information change.