Creating Segments with Customer Details

Customer Detail Conditions Overview

Using the customer details conditions, you can manage your audience by focusing on creating strong SMS marketing campaigns for customers who fall under specific categories.

In this article you will learn how to create a dynamic segment that collects and adds new customers who correspond to different customer details.

Getting Started

In your Yotpo SMS & Email main menu, go to Audience > Lists & Segments.

1. Click Create audience.

2. In the popup, select Build manually and click Create audience.

Creating a Segment with Customer Details

In the segment builder, you build your segments using many different conditions. Follow the steps below to locate and use the Customer details conditions:

1. From the dropdown menu, select the Customer details category to view the conditions.

2. 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.

3. 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.

4. Click Save segment.

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:

1. Next to the relevant segment, click Edit segment conditions.

2. Update the conditions.

3. When you’re done, click Save segment.

Available Customer Detail Conditions

The table below contains a list of all of the available email conditions.

Available Customer Detail Conditions

The table below contains a list of all of the available email conditions.

Now target your new segment with a marketing campaign.