Setting User Actions with Yotpo SMS & Email Texts as Rules in Segments

      Setting User Actions with Yotpo SMS & Email Texts as Rules in Segments


        Article Summary

        Products


        SMS & Email
        Supported plans

        Free, Growth, Prime, Powerhouse, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus

        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 that are:

        • Part of a list: Segment customers that are a part of any of the lists you have created.
        • Not part of a list: Segment customers that are not part of the lists you have created.
        • Is part of a segment: Subsegment customers that are a part of a larger segment.
        • Part of a Text Marketing campaign: Segment customers that are a part of an active text marketing campaign.
        • Converted via SMSBump: Segment customers that have made a purchase after clicking on link sent in a marketing message.
        • Clicked on a SMSBump link: Segment customers that have clicked on link sent in a marketing message.
        • Has not confirmed SMSBump subscription: Segment customers that have not yet confirmed their subscription to receive marketing messages.

        Getting started

        1. In your Yotpo SMS & Email main menu, go to Audience > Lists & Segments.
        2. Click Create list or segment.
        3. Under Select filter, you will be able to choose from a number of different segment filters.
        Important: 

        There are instructional blog posts for each segment filter below, so you can click on the filters to learn how to set them up later.

        • Customer behavior
        • Customer attributes
        • Location based
        • SMSBump App Events
        • Order Info
        • Integrations

        4. Under SMSBump, let’s begin with "is part of a list".

        select_filter_SMSBump_segment

        Is Part of a List

        From the dropdown menu, you will be able to choose an existing list you would like to transform into a segment. Doing so, your list now becomes dynamic once you add additional behavior rules such as money spent.

        You can also choose the option not part of a list if you would like to include certain customers that aren’t a part of a list.

        segment_text_marketing_dropdown_SMSBump

        Is Part of a Segment

        You are able to create a subsegment of customers that are a part of a larger segment. Use this option if you’d like to refine your targeted customers, for example: Women that are only interested in leather goods, and have bought boots costing more than $50.

        You may also choose the option not part of a segment to include certain customers that are not a part of a segment.

        part_of_a_segment_SMSBump

        Part of a Text Marketing Campaign

        You may be interested in refining your next campaign by segmenting a previous one. In this case, you can choose your campaign from the drop down menu and whether or not the customer has clicked on a link and made an order during the campaign by selecting Yes or No.

        part_of_text_marketing_campaign_segment_SMSBump_

        Converted via SMSBump

        Create a segment of customers that have previously made a purchase through a text marketing campaign you have sent. Use this filter combined with the number of orders behavior, when you’d like to send out a special deal to reward loyal customers.

        converted_via_SMSBump

        Clicked on a SMSBump Link

        Motivate this segment of customers who have clicked on a link in a marketing message but have not made a purchase, by sending them a unique discount offer they won’t be able to resist.

        clicked_on_SMSBump_link

        Has not Confirmed SMSBump Subscription

        Use this segment rule if you’d like to have a group of all customers who have not yet confirmed their subscription to receive SMS marketing from you.

        not_confirmed_SMSBump_subscription



        Was this article helpful?


        What's Next