Creating Segments with Customer Actions

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.

1. Click Create audience.

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

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:

1. From the dropdown menu, select the Customer actions 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.

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:

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

2. Update the conditions.

3. 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.

Now target your new segment with a marketing campaign.