How do I set up segments?
In this article, we will go through step by step how to set up Segments inside Rule. Segment is a tool for creating selections on your customers, so Segment is a way to further divide your customers. For example, you can segment your members who have shopped more than 3 times, over a certain type of order value, and create mailings that are more relevant to them. Or if you have customers with the member field "City", you can create a filter on "City = Gothenburg". In this way, all members who have Gothenburg as a city are segmented out of the list.
Before creating segments, we suggest that you know what the following are:
- custom field, briefly explains what it is, this will make it easier for you
- Example segments to understand how you can use it in different ways.
Creating Segments
- Click on "Members"
- Then on "Segment"
Then click on "+ New segment" in the top right corner
- Name your "Segment"
- Describe what your segment should do, this is not mandatory, but we recommend doing it to have clarity and structure if there are several people in the account.
- Choose which "Tags" this segment should be based on
- Choose "Regular segment" or "Combined segment", if you want to know what the difference is, you can read more about it here!
- Create
Next step, should we add one rule to your segment, or several?
- Switch whether you want the rule to match "All" or match "Some". Match "Any" = one or any rule must match the member to be in the segment. Match "All" = The segment retrieves the values that match all the values. I.e. all rules must match the member to be in the segment.
- Select a "field", there will be lots of different options there, choose the one that fits the rule you want to set up for the segment.
- Select "operator", it will automatically display different options you can choose from, in this example we could select "is equal to" or "is not equal to".
- In this example we are segmenting by language, so in this field you will choose which language you want to segment by.
- You can add multiple rules to the same segment by clicking on "+ New rule".
- Here you can choose whether you want to include "Historical data" in your segment. For example, if you want to set up a segment to get the members who made more than 3 orders, you need to click on "Historical data".
- Here there are different options to set up rules after you have chosen to include "Historical data", choose the one that suits your segment you are setting up.
- Save and sync