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.
Click Create audience.
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:
From the dropdown menu, select the Customer details 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.
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.
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.
Customer Detail Condition | Defintion |
|---|---|
Custom profile property | Whether or not a customer has a specified custom profile property |
Part of a list | Whether or not a customer is part of a specified list within a specified time frame |
Part of a segment | Whether or not a customer is part of a specified segment |
Gender | Whether or not a customer is a specified gender |
Birthday | Whether or not a customer’s birthday is within a specified time frame |
Country or area | Whether or not a customer is in a specified country or geographical area |
Phone country code | Whether or not a customer’s phone number is from a specified country |
Proximity to location | Whether or not a customer is within a specified distance of a specified location |
EU residency | Whether or not a customer is an EU resident |
Tags | Whether or not a customer has a specified tag |
Shopify account status | Whether or not a customer’s Shopify account has a specified status |
Shopify account created | Whether or not a customer’s Shopify account was created within a specified time frame |
Now target your new segment with a marketing campaign.