Understanding Segment Conditions
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    Understanding Segment Conditions

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    Article summary

    Products


    Loyalty

    Supported plans

    Premium, Enterprise

    eCommerce Platform

    Shopify, Shopify Plus

    Each segment is made up of one or more conditions. These conditions define who should be included and/or excluded from your segment.

    You can include and/or exclude people based on the following conditions:

    • Customer behavior
      Segment based on your customer’s purchasing behavior

    • Customer attributes
      Segment based on attributes associated with your customer

    • Loyalty & Referrals
      Segment based on your customer’s loyalty program data

    • SMS (for SMSBump customers only)


      Segment based on your customer’s SMS engagement data

    Data types

    The options available for your segment conditions will depend on their data type.

    The following data types are available:

    String

    A string is a plain text value. It can contain any finite sequence of characters, i.e., letters, numerals, symbols, and punctuation marks.

    You can use any of the following operators for string properties:

    • Equals: Matches the specified text

    • Doesn’t equal: Does not match the specified text

    • Contains: Contains the specified text

    • Doesn’t contain: Does not contain the specified text

    • Starts with: Starts with the specified text

    • Ends with: Ends with the specified text

    Date

    A date is used for any date-time value. You can use a specific date or a date range:

    • Over all time: Occurred at any point in time

    • In the last: Occurred in the last X days, months, or years. Includes today and the date that is the selected number of days in the past.

    • In the next: Will occur in the next X days, months, or years. Does not include today’s date.

    • Between: Occurs between X and Y dates

    • Before: Occurs on a date prior to a selected date, excluding the date itself

    • After: Occurs after a selected date, excluding the date itself

    • On exact date: Occurs on the exact date specified

    Number

    A number is a numeric value without a decimal.You can use a specific number or a range of numbers:

    • Equals: Is exactly the number specified

    • Doesn’t equal: Is not exactly the number specified

    • Is less than: Is smaller than the number specified

    • Is greater than: Is greater than the number specified

    • Is at least: Is greater than or equals the number specified

    • Is at most: Is less than or equals the number specified

    Boolean

    The boolean data type can only represent two values: true or false.

    A boolean value can be represented as:

    • Is / is not

    • Has / has not

    List

    A list is any array of values. It is commonly used for statuses such as store account status, payment status, etc.

    Conditions

    Choose from a wide range of conditions when building your segments:

    Customer behavior

    Customer behavior relates specifically to their purchasing behavior. You can segment based on any activity tracked by your e-commerce platform, for example, placing or abandoning an order, spending a certain amount, and the transaction status.

    The following conditions and data points are available:

    Condition

    Description

    Data type

    Placed an order

    The date the customer placed an order on your store

    Date

    Ordered product/s

    The product/s the customer has already purchased

    List of products

    Abandoned an order

    Whether or not the customer abandoned their cart

    Boolean (has / has not)

    Tip: You can add a filter to specify when the order was abandoned, using a specific date or date range

    Number of orders

    The number of orders customers made in your store (excludes canceled orders)

    Number

    Total spend

    The amount of money the customer spent on your store in their lifetime

    Number

    Fulfilled order status

    The status of the purchase the customer made on your store

    List (fulfilled / partially fulfilled / unfulfilled)

    Order payment status

    The status of the customer’s payment

    List (paid / partially refunded / partially paid / pending / unpaid / refunded / voided)

    Customer attributes

    Customer attributes is information you collected about your customer from your e-commerce platform and/or Yotpo. This includes whether they have an account with you, their account status, whether they are part of an existing segment or list, and more.

    The following conditions and data points are available:

    Condition

    Description

    Data type

    Account in store

    Whether or not the customer has an account on your store

    Boolean (has / has not)

    Created account

    The date the customer created an account on your store

    Date

    Store account status

    The status of the account in the e-commerce platform

    List (enabled / disabled / invited / declined)

    Gender

    Determined based on the customer's name

    List (male / female)

    Part of a segment

    Whether or not the customer is part of an existing segment

    List of existing segments

    Part of a list

    Whether or not the customer is part of an existing list

    List of existing lists

    Tagged with

    Tags you assigned within the e-commerce platform

    String (tag name)

    Loyalty & Referrals

    Loyalty & Referrals relates to information about your customer’s loyalty account status. This includes whether they opted into your loyalty program and when, their points status, and more.

    The following conditions and data points are available:

    Condition

    Description

    Data type

    Loyalty member

    Whether or not the customer opted into your loyalty program

    Boolean (is / is not)

    Opted in

    The date the customer opted into your loyalty program

    Date

    Opted out

    The date the customer opted out of your loyalty program

    Date

    Points earned

    The total number of points the customer earned from your loyalty program

    Number

    Points balance

    The customer’s current points balance

    Number

    Points expiration date

    The date the customer’s points will expire

    Date

    Total number of point redemptions

    The number of times the customer has redeemed points in their lifetime

    Number

    Total redeemed points

    The number of points the customer has redeemed for rewards in their lifetime

    Number

    Redeemed points

    The most recent date that the customer redeemed points

    Date

    Current VIP tier

    The customer’s current VIP tier status

    String

    Entered current VIP tier

    The date the customer entered their current VIP tier

    Date

    VIP tier expiration date

    The expiration date for the current VIP tier

    Date

    Total number of successful referrals

    The number of successful referrals made by the customer in their lifetime, as defined in your Referral Program settings

    Number

    Referred by customer

    Whether or not the customer was referred by someone else

    Boolean

    SMS

    SMS relates to information about your customer’s SMS marketing data from SMSBump. This includes whether they’re subscribed to SMS, their conversion status, and more.

    The following conditions and data points are available:

    Condition

    Description

    Data type

    SMS subscriber

    Whether or not the customer is subscribed to SMS

    Boolean (is / is not)

    Subscribed from a specific source

    Whether or not the customer subscribed from a specific source

    List of existing subscription sources

    Part of an SMS list

    Whether or not the customer is part of an existing SMS list

    List of existing SMS lists

    Clicked an SMS link

    The date the customer clicked a link in an SMS sent via SMSBump

    Date

    Converted via SMS

    The date the customer made a purchase via a link sent in an SMS via SMSBump

    Date

    Clicked or purchased from a past marketing campaign

    Whether or not the customer clicked or purchased upon receiving a campaign message

    List of campaignsBoolean (campaign clicked - yes / no)Boolean (campaign converted - yes / no)

    Reviews

    Reviews relates to information about your customers' Reviews data. This includes data about the reviews they've submitted, including the number of reviews, the average star rating, and more.

    The following conditions and data points are available:

    Condition

    Description

    Data type

    Submitted a review

    Whether or not the customer submitted a review within a timeframe

    Date
    Tip: You can add the following filters to specify the review that was submitted:- Product reviewed- Star rating- Sentiment- Channel- Review source

    Number of reviews

    The number of reviews submitted by the customer

    Number
    Tip: You can add the following filters to specify the type of reviews:- Product reviews- Site reviews- Positive reviews- Negative reviews

    Average reviews sentiment

    The average sentiment of reviews submitted by the customer

    List
    Tip: You can add the following filters to specify the type of reviews:- Product reviews- Site reviews

    Average reviews star rating

    The average star rating of reviews submitted by the customer

    Number
    Tip: You can add the following filters to specify the type of reviews:- Product reviews- Site reviews

    Topics mentioned in reviews

    The topics mentioned in reviews submitted by the customer

    List

    Number of uploaded media

    The number of uploaded media by the customer

    Number
    Tip: You can add the following filters to specify the type of media:- Video- Image

    Predictive data

    We use predictive analytics to predict the future behavior of your customers based on their historical purchases and activity. Learn more about Predictive data points

    Use the data points below in your segmentation to expose valuable engagement opportunities.

    To benefit from predictive data, you’ll need the following:

    • An ecommerce integration with Shopify, BigCommerce, or Magento OR an integration that syncs orders via our Core API

    • At least 6 months of order history

    • At least 500 customers who made a purchase more than 3 months ago

    The following conditions and data points are available:

    Condition

    Description

    Data type

    Likely to purchase again

    The likelihood of a customer making a future purchase within the next 90 days based on predictive analytics.
    The score ranges between 0 and 3:- 0 Insufficient data- 1 Low- 2 Medium- 3 High

    List (Insufficient Data, Low, Medium, High)

    Churn risk

    The likelihood of a customer churning within the next 90 days based on predictive analytics.
    The score ranges between 0 and 4:- 0 Insufficient Data- 1 Low- 2 Medium- 3 High- 4 Churned (customers who have not made a purchase in over a year)

    List (Insufficient Data, Low, Medium, High, Churned)

    AND/OR connectors

    AND connector

    Use the AND connector between your conditions to make your segment more exclusive. When you use an AND connector, each condition must be true in order for the person to be included. If someone meets one condition but does not meet the other, they will be excluded from your segment.

    Example:

    In the example segment below, the customer must have placed at least 2 orders AND placed an order within the last 30 days. If someone has done only one of these actions, they will not be included in your segment. Only those who have done both actions will appear within this segment.

    Segment conditions - AND example

    OR connector

    Use the OR connector between your conditions to make your segment more inclusive. When you use an OR connector, the person must meet one of the joined conditions in order to be included. If someone meets one condition but does not meet the other, they will still be included in your segment.

    Example:

    In the example below, the customer must have opted into your loyalty program OR ordered a product at least once over all time. If someone has done neither or only one of these actions, they will not be included in your segment. However, anyone who has done at least one of the actions will appear in this segment.

    Segment conditions - OR example


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