Segment Conditions Overview
Segment conditions determine which customers are included or excluded from a segment. Each segment is made up of one or more conditions. You can build segments based on the following categories:
Customer behavior: Purchasing and transactional activity
Customer attributes: Account and profile information
Loyalty & Referrals: Loyalty and referral program data
In this article, you’ll learn about the available segment conditions and data types in Yotpo Loyalty & Referrals.
Data Types
The operators available for each condition depend on its data type. The following data types are supported.
String
A string is a plain text value that can include letters, numbers, symbols, and punctuation.
Available operators:
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
Date values represent date and time information. You can use a specific date or a relative date range.
Available operators:
Over all time: Occurred at any point in time
In the last: Occurred in the last X days, months, or years (includes today)
In the next: Will occur in the next X days, months, or years (excludes today)
Between: Occurred between two selected dates
Before: Occurred before a selected date (excluding that date)
After: Occurred after a selected date (excluding that date)
On exact date: Occurred on the specified date
Number
A number is a numeric value without decimals. You can use a specific value or a range.
Available operators:
Equals: Is exactly the specified number
Doesn’t equal: Is not exactly the specified number
Is less than: Is smaller than the specified number
Is greater than: Is greater than the specified number
Is at least: Is greater than or equal to the specified number
Is at most: Is less than or equal to the specified number
Boolean
Boolean values represent two possible states: true or false.
They are commonly expressed as:
Is / is not
Has / has not
List
A list is an array of predefined values. It is commonly used for statuses such as account status or payment status.
Available Conditions
Customer Behavior
Customer behavior conditions relate to purchasing and transactional activity tracked by your eCommerce platform, such as placing orders and total spend.
Available conditions include:
Placed an order (date): Customers who made a purchase within a selected time period.
Ordered product/s (list): Customers who purchased any of the selected products.
Number of orders (number): Total number of orders placed.
Total spend (number): Total amount spent in your store.
Customer Attributes
Customer attributes include information collected from your eCommerce platform and Yotpo, such as account status, tags, and segment membership.
Available conditions include:
Customer account (boolean): Customers who have a store account, regardless if they’re logged in or have a Shopify legacy account.
Created account (date): Date the customer created an account in your store.
Shopify legacy customer account status (list): Customers with a specific Shopify legacy account status.
Part of a segment (list): Customers who belong to one or more existing segments.
Tagged with (string): Customer tags created in your store.
Loyalty & Referrals
Loyalty & Referrals conditions relate to a customer’s loyalty and referral program activity, including enrollment status, points, tiers, and referrals.
Available conditions include:
Loyalty member (boolean): Customers enrolled in your loyalty program.
Opted in (date): Date the customer joined the loyalty program.
Opted out (date): Date the customer left the loyalty program.
Engaged with the loyalty program (date): Date the customer last interacted with the loyalty program.
Points earned (number): Total lifetime points earned.
Points balance (number): Current points balance.
Points expiration date (date): Date points will expire.
Total number of redemptions (number): Total number of redemptions the customer has made, including point-based redemptions, rewards issued for completing earning rules, VIP/loyalty tier entry rewards, and referral rewards.
Redeemed points (date): Most recent redemption date. Applicable to points-based redemptions only.
Current VIP tier (string): Current VIP tier status.
Entered current VIP tier (date): Date the customer entered their current tier.
VIP tier expiration date (date): Date the current tier expires.
Total number of successful referrals (number): Total number of successful referrals made by the customer, as defined in your Referral Program settings.
Referred by customer (boolean): Indicates whether the customer was referred by another customer.
Using AND / OR Connectors
AND connector
Use AND to make your segment more specific. All connected conditions must be met for a customer to be included in the segment.
Example:
A customer must have placed at least two orders AND placed an order within the last 30 days. Customers who meet only one condition will be excluded from the segment.
OR connector
Use OR to make your segment more inclusive. A customer only needs to meet one of the connected conditions to qualify for the segment.
Example:
A customer must have opted into your loyalty program OR placed at least one order. Customers who meet either condition will be included in the segment.