To create a new segment, click on the "+" icon in the top right corner of the Segments section.
Adding a new segment
- Name: Add a name for the segment.
- Channels: Select the channels from which you want to bring data to the segment. The dropdown menu shows the available channels, and you can choose one or more. Read more in the Channels section.
- Exclude segments: You can remove contacts that are in some previously created segment. Contacts that are in the segment being added in this field are not added to the new segment. You can choose one or more segments to be excluded.
Set the event criteria for finding contacts to be included in the segment. There can be multiple event criteria in a single segment.
In the event criteria, choose the desired event. After selecting the event, choose the related property, set a certain Condition, and enter a Value.
In the example image, the segment is searching for people who are on the list with the given ID in the newsletter service LianaMailer and whose last status on the list is "Subscriber."
Select the event from which you want to fetch the data. An individual event can contain a lot of different data. You can use the arrow icons on the right side of the event to move event criteria if there are multiple criteria.
From the three dots, you can remove the event criteria or add a comment to it. In the screenshot, a comment has been added to the "Contacts on a certain newsletter list" event.
Add one or more properties to fetch contacts to the segment. Properties related to the selected event will be available in the dropdown menu. If there are multiple properties, all of them must be met for a contact to be added to the segment. The AND operator is used for properties if multiple are added.
Latest: you can choose whether to only take into account the latest information that has arrived for each property. As data is updated with events, more properties are added, and using the latest information, contacts can be added to the segment based on the most recent property. In the example, it is checked that the latest status of list membership is "Subscriber" so that the contact has not unsubscribed.
Add a condition for the property from the drop-down menu, where options such as "is", "is not", "starts with", "ends with" are available. Read more about conditions.
Add the Value of the property (in the example, "Subscriber" and "163269"). If there are multiple values for a property in the condition field, the OR operator is used. You can add more properties using the "+" icon and remove a property by selecting the checkbox next to it.
|On the right side, you can see the segment details. The criteria for the segment's events are written out, the channels from which data is retrieved are shown, and the number of people and events in the segment is displayed.
|You can add a new event criterion. When multiple event criteria are added, you can use AND / AND NOT / OR operators.
Overview of criteria rules and operators
- All conditions in a criterion must match within the same event.
- Conditions are combined with ‘AND’ logic. For ‘OR’ logic for one condition, enter multiple values in the selection box. Read more at conditions.
Operators allow you to create multiple criteria, search for matching conditions in different events, and match them with 3 basic combining operators.
Combining different criterias compares persons. Person A has an event that matches criterion 1 AND / AND NOT / OR has an event that matches criterion 2.
Order of execution
The segment combines multiple criteria in the following order:
- AND NOT
- Top down
The combining property is available when using the AND and AND NOT operator. It allows combining only when the same value is found for the same property in both criteria (regardless of the event type).
- event type: order
- property: product
- event type: cart
- property: product
You can send a reminder “You want to buy this again?” when a person has the same product in it’s cart but already has ordered this product before with following segment:
Combining conditions in one or multiple criteria
A common question: What is the difference between combining conditions in the same criterion, and separate each condition in its criterion combined with an “AND” operator?
When combining the conditions in the same criterion you search for all these conditions to be true in the same event for a person. Example: You want to search for a person who had bought an iPhone (order-product is iPhone) from the store in Oulu (order-location is Oulu).
When separating the conditions in different criteria, each condition can be found in separate events for a person. Example: You want to search for persons who bought an iPhone, not necessarily in Oulu, but maybe bought something else in an Oulu store.