Segments give marketers the ability to act on information about contacts, such as demographics, message, site and purchase activity, and even predictive behaviors. These segments can be applied to any cross-channel message. Learn how to build, manage and apply segments to your marketing channels.
📌 This article covers the process of building segments and audiences. Apply the specific criteria for your segmentation goals.
Create a Segment in the Contact Management Page
To begin building navigate to Contacts > Cross-Channel All Contacts.
Click Select Criteria. Learn more about the different types of criteria available.
Select the first criteria level - such as Contact Profile, Contact Behavior, Product Behavior or Predictive*.
Select the second criteria level - each primary group will have a unique set of secondary data to choose from.
Select the third criteria level - each secondary group will have a unique set of tertiary data to choose from.
And in some cases there may be a fourth criteria level.
Select the conditional operator.
Enter the value - if applicable.
If you need to to change the criteria, you will need to delete the criteria and start over, click Cancel and click X to delete the filter.
Click Apply To calculate this filter or click Cancel to go back to the dashboard.
Use the Plus Sign or Add Filter button to add additional criteria. Repeat steps 3-7 for any additional criteria.
*Predictive Analytics is an additional solution offered by Listrak. If you are interested in purchasing Predictive Analytics, please contact your Account Manager.
Manage Criteria in Segments
Edit the conditional operator of the filter's criteria
Hover over the filter criteria that is to be edited.
Click Edit.
Click Apply To recalculate this filter or click Cancel to go back to the dashboard.
Build onto the filter
There are two ways to add additional criteria:
Group criteria together by clicking the + sign NEXT to the previous filter criteria. Use this to group contacts together that have similar interests.
Create a new group by clicking the +Filter BELOW the filter(s).
Change the operator by clicking on it. By default it is set to AND.
Delete an individual filter
Hover over the filter criteria that is to be deleted.
Click the X to delete. Note there is no confirmation screen, it will be deleted immediately.
Save as a Segment
Click Save Segment to save all filter criteria as a usable Saved Segment.
Give it a unique name.
Click Save to save the Segment or click Cancel to go back to the dashboard.
Once the Segment has been saved it will live on the Segments dashboard.
Click the Segments tab to view all saved Segments.
Clear the filter
Click the X Clear Filter option to clear ALL filter criteria.
💡 This will NOT delete the saved segment.
Updating an existing Segment
Apply updates to the existing Segment.
Click Save Segment.
Choose how you would like to save the segment:
Update: This will apply any changes to the existing segment, overriding any criteria that was previously a part of the segment.
⚠️ If an updated segment is applied to an audience, the segment within the audience will also be updated to messages that are saved or scheduled.
Create New: This will ONLY apply any changes made to newly created segment; thus not affecting the original segment.
Segment Examples
Example 1: Using Dates in Common or Custom profile fields
Contacts who turn 30 in the year 2024, in a specific month
💡 Check the Include Year to look back at the year 1994
Contact Profile > Common > Personal Information > Birthday
Check if loyalty points expire in the next week
💡 Check the Include Year checkbox to look at the dates within the specific year. Leaving the box unchecked will look at the selected day in any year.
Contact Profile > Custom > Client specific profile field for loyalty expiration date data
Contacts who have a birthday today
💡 Keep the Include Year unchecked to look back on any year.
Contact Profile > Common > Personal Information > Birthday
Contacts who have a birthday in a specific month
💡 Keep the Include Year unchecked to look back on any year.
Contact Profile > Common > Personal Information > Birthday
Example 2: Ordered any product within the last 90 days
Product Behavior > Purchase > All Orders > Order Date
Example 3: Specific Message Engagement
Contact Behavior > Messages > Clicked > Has Clicked > Message
Add a specific frequency or date range (both optional) to refine the data
Example 4: Specific Channel Engagement
Contact Behavior > Messages > Clicked > Has Clicked > Channel
Example 5: Specific Web Page Engagement
Contact Behavior > Browse > Browse URL > Has Browsed URL
Example 6: Abandoned Cart behavior
Utilizing cart behaviors gives marketers the opportunity to send broadcast messages to contact's who haven't moved to the next phase - checkout!
Product Behavior > Cart > Last Updated Cart
Example 7: Contact's Lifetime Value
Product Behavior > Purchase > All Orders > Sum of all Order Totals
Example 8: Contacts that have never purchased
Product Behavior > Purchase > All Orders > Total Number of Orders
Example 9: Ordered from a Specific Category
Product Behavior > Purchase > Order Items > Order Item Category*
*Please verify category data in the Data Summary
Add a modifier to specify additional criteria
Manage Saved Segments
Saved Segments are managed on the Segment Management dashboard. Access it by navigating to Contacts > Cross-Channel Segments or by clicking the Segments tab in the Contact Management page. 💡 Segments are cross-merchant and will reflect the same count regardless of which merchant is selected.
To begin click the Actions icon in the row of the segment to either Edit, Rename, Duplicate, or Delete a segment.
Edit
To edit an existing Segment, follow the steps outlined above.
💡 Helpful Tips
To prevent changes to a segment from being applied anywhere the segment is applied, choose Create New Segment to make a new segment with the updated criteria.
Rename
This will change the name of the Segment, also changing the Segment name within any audience this has been applied to.
Duplicate
Segments can be duplicated, which helps quickly start with a copy of a segment's filter rules without having to recreate from scratch.
Delete
This will delete the Segment and it will be automatically removed from any audience it has been applied to.
Create an Audience
An audience is created by applying previously saved Segments directly in the message creation experience to target specific groups of contacts. When saved Segments are applied to an individual message, the count will now reflect a reachable audience, which are contacts who are subscribed/opted-in to the that specific messaging channel for the merchant selected in the navigation. An audience count will be displayed within the interface when applied. The audience count is dynamic and will be re-calculated at the time of message send.
Navigate to the message authoring experience of the applicable channel.
Scroll to the Filter Recipients section.
Click Build Audience.
The Create an Audience builder allows you to include or exclude all contacts that are a part of a Saved Segment. Within each condition there is also the option to to build more complex groupings with the use of OR/AND conditions.
Click the Segment and drag-and-drop it into either conditional section.
To build more complex logic, do either of the following options:
OR statement: Drag the new Segment in the empty box.
AND statement: Drag the new Segment inside a Segment.
Click Apply to apply to the message or click Cancel to go back to the message creation experience.
💡 Helpful Tips
The marketable contacts count is displayed within each Segment.
The total Audience count and percentage of total subscribed contacts to the program (e.g. marketing program) is displayed at the top of builder.
Once a Segment has been added you can do the following:
Click the X (on left): To remove it from the audience.
Click the eye icon: To review the filter criteria of a Segment (this can be done from within the Segment column on the left as well).
Drag to the other section.
Click Remove Audience to remove the Audience from the message, if it is no longer wanted or needed.