Creating Segments with Customer Actions
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Creating Segments with Customer Actions
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Customer Actions Filter Overview
Using the Yotpo SMS & Email filter, you can segment and create effective SMS marketing campaigns that target specific customers already stored in the app.
In this article, you'll learn how to create a dynamic segment that collects and adds new customers based on customer actions.
Getting Started
In your Yotpo SMS & Email main menu, go to Audience > Lists & Segments.
Click Create audience.
In the popup, select Build manually and click Create audience.
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Creating a Segment with Customer Actions
In the segment builder, you build your segments using many different conditions. Follow the steps below to locate and use the Customer actions conditions:
From the dropdown menu, select the Customer actions category to view the conditions.
Choose a condition and specify the definition for your segment. For example, to select only customers who are part of a list, select the Part of a list condition and specify the definition with the list you want to use, specify the time frame and as is true.
When you’ve selected and specified all of the conditions you want, click the pencil icon at the top of the builder to rename the segment.
Click Save segment.
You can now view your new segment in Segments & Lists.
Edit a Segment
You can change the conditions you defined for your segment or a predefined segment at any time. Upon changing the conditions, your segment will be dynamically updated right away. To edit a segment, do the following:
Next to the relevant segment, click Edit segment conditions.
Update the conditions.
When you’re done, click Save segment.
Viewing Your Segment’s Subscribers
To view all of the subscribers currently included in a segment, just click the View customers button next to the relevant segment. You’ll see a list of all email subscribers who are currently included in this segment.
Available Customer Action Conditions
The table below contains a list of all of the available email conditions.
Customer Detail Condition | Definition |
|---|---|
Subscribed from specific sources | Whether or not a customer subscribed from a specific source |
Viewed product | Whether or not a customer has viewed specified products |
Viewed collection page | Whether or not a customer has viewed specified products with collection tags |
Active on-site | Whether or not a customer has visited your store within a specified time frame
|
Subscribed to Back in Stock | Whether or not a customer subscribed to be notified when a specified product is back in stock |
Added product to cart | Whether or not a customer has added a specified product to their cart within a specified time frame
|
Abandoned cart | Whether or not a customer has abandoned their cart within a specified time frame |
Used a discount | Whether or not a customer has used a discount within a specified time frame |
Placed an order | Whether or not a customer has placed an order within a given time frame |
Ordered product | Whether or not a customer has ordered a specified product within a specified time frame |
Money spent | Whether or not a customer has spent a specified amount within a specified time frame on any or specified products |
Average order value | Whether or not a customer has spent a specified amount on average within a specified time frame |
Time spent on product page | Whether or not a customer has spent a specified amount of time viewing a product page within a specified time frame |
Time spent on collection page | Whether or not a customer has spent a specified amount of time viewing a product page with a specified collection tag within a specified time frame |
Now target your new segment with a marketing campaign.
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