DOCUMENTATION

How to build a segment

How to build a segment

Overview

To build a segment, navigate to “Segments” in the main navigation bar. Then click on the “Add New Segment” button at the top right corner of your screen.

The next step is to name your segment on the next screen:

Once you have entered a name, you will be taken to the Segment Builder.

In the Segment Builder you can start adding filters to your segment. Think of filters as conditions. These conditions will help you find what a customer has or has not done. Filters can also help you find people based a number of context outlined below:

Contexts

Filter Contexts

Segment filters are divided into the following contexts:

Context Name Description
Customer Properties Filter by properties like demographics, customer tags, or lifetime spend.
Device & Location Data Filter by device type, postal code, region/state or country.
Session Activity Filter by metadata like fulfillment or delivery dates.
List Subscriptions & List Data Filter based on the list membership and list metadata.
Purchase Activity Filter based on purchase history.
Abandon Activity Filter by abandoned cart activity.
Browse Activity Filter based on pages or products that have or have not been viewed.
Email Activity Filter based on email engagement.
Journey Activity Filter based on journey history.
Test Activity Filter based on test history.
Customer Insights Filter based on recency, frequency, and monetary rankings for purchase and email engagement.

Filters

Customer Properties

Many of these properties rely on values being passed to us explicitly. For example, we can’t infer the customer’s age without it being passed to us. See our customer API documentation for more information or contact us if you have integration questions.

Filter Details
Customer email address Find customers based on the composition of their email address.
Customer age Find customers based on their age.
Customer gender Find customers based on their gender.
Customer language Find customers based on their language.
Customer opt-in status Find customers based on whether or not they have explicitly opted-in.
Customer Rejoiner subscription status Find customers based on whether they have unsubscribed or not.
Customer email validation status Find customers based on whether or not the email address is valid. Note: Must be using automated email validation.
Customer email delivery status Find customers based on whether or not their email address is deliverable or has hard bounced in the past.
Customer tags Find customers based on which tags have been applied to their profile.
Customer metadata Find customers based on custom metadata.
Customer created (since) Find customers based on when they were first identified.
Customer was part of segment Find customers who belonged to a segment at any point in the past.
Customer was not part of a segment Find customers who were never part of a segment.
Customer is currently part of segment Find customers who are currently in a segment.
Customer is not currently part of segment Find customers who are not part of a segment right now.
Customer order count Find customers based on how many times they’ve purchased.
Customer total revenue Find customers based on how much they’ve spent.
Customer’s average order value Find customers based on the average order value of their purchases.
Customer tags Find customers based on which tags have been applied to their profile.
Customer’s first purchase was Find customers by the date of their first purchase.
Customer’s last purchase was Find customers by the date of their last purchase.

Device & Location Data

These values are inferred from the customer’s browsing data.

Filter Details
Last visited site at country location Find customers based on the country they last browsed from.
Last visited site at region location Find customers based on the state or province they last browsed from.
Last visited site at postal code Find customers based on their zip or postal code.
Last visited site with browser Find customers based on the browser they use.
Last visited site using device Find customers based on the device they last visited with.

Session Activity

These filters are helpful for date-based triggering use cases. For example, it enables you to send an email X days before or after a specified date. These filters correspond to some common dates that are pushed into our system via our REST API, but theoretically you can use these API endpoints to push any dates you’d like to trigger on.

Filter Details
Session payment date Find customers based on their date of payment.
Session fulfillment date Find customers based on when their order was fulfilled.
Session delivery date Find customers based on when their order was delivered,
Session start date Find customers based on their most recent session was created.
Session abandon date Find customers based on when their most recent session was abandoned.
Session conversion date Find customers based on when their most recent session was converted.

List Subscriptions & List Data

Filter Details
Subscribed to List Find customers who are members of a specific list.
Not subscribed to List Find customers who are not members of a specific list.
Customer has custom parameter in List Find customers who have values associated with a custom field in a list.
Customer does not have custom parameter in List Find customers who don’t have values associated with a custom field in a list.

Purchase Activity

Filter Details
Purchase total value Find customers based on the value of their last purchase.
Purchase order number Find customers based on the order number of their last purchase.
Purchase total item count Find customers based on how many items they purchased.
Purchased an item whose name Find customers who have purchased a specific item.
Did not purchase an item whose name Find customers have not purchased a specific item.
Purchased an item whose product ID Find customers who have purchased an item with a specific product ID.
Did not purchase an item whose product ID Find customers who have not purchased an item with a specific product ID.
Purchased an item whose categories Find customers who have purchased an item in a specific category or categories.
Did not purchase an item whose categories Find customers who haven’t purchased an item in a specific category or categories.
Purchased an item whose description Find customers based on the description of an item they purchased.
Did not purchase an item whose price Find customers who didn’t purchase an item based on the description.
Purchased an item whose price Find customers based on the price of an item they purchased.
Did not purchase an item whose price Find customers based on the price of an item they didn’t purchase.
Purchased an item whose quantity Find customers based on the quantity of an item they purchased.
Did not purchase an item whose quantity Find customers based on the quantity of an item they didn’t purchase.
Purchased an item whose expiration date Find customers based on the expiration date of the cart item they purchased.
Purchase included promo code Find customers who used a specific promo code.
Purchase did not include promo code Find customers who have not used a specific promo code.
Purchase session included cart metadata Find customers based on cart metadata from their last purchase.
Purchase session included item metadata Find customers based on cart item metadata from their last purchase.

Abandon Activity

Filter Details
Abandoned cart total value Find customers based on the value of their last abandoned cart.
Abandoned cart total item count Find customers based on the total number of items from their last abandoned cart.
Abandoned an item whose name Find customers who abandoned an item with a specific name
Did not abandon an item whose name Find customers who have purchased a specific item.
Did not purchase an item whose name Find customers who did not abandon an item with a specific name.
Abandoned an item whose product ID Find customers who abandoned an item with a specific product ID.
Did not abandon an item whose product ID Find customers who did not abandon an item with a specific product ID.
Abandoned an item whose description Find customers based on the description of an item they abandoned.
Did not abandon an item whose description Find customers who did not abandon an item based on its description.
Abandoned an item whose price Find customers who abandoned an item based on its price.
Did not abandon an item whose price Find customers who did not abandon an item based on its price.
Abandoned an item whose quantity Find customers who abandoned a specific quantity of items.
Did not abandon an item whose quantity Find customers who did not abandon a specific quantity of items.
Abandoned an item whose expiration date Find customers who abandoned a cart item with a specific expiration date.
Abandoned an item whose categories Find customers who abandoned a cart item from a specific category or categories.
Did not abandon an item whose categories Find customers who did not abandon a cart item from a specific category or categories.
Abandoned cart included promo code Find customers who abandoned a cart and used a specific promo code.
Abandoned cart did not include promo code Find customers who abandoned a cart and didn’t use a specific promo code.
Abandoned session whose cart metadata Find customers who abandoned a cart based on metadata
Abandoned session whose item metadata Find customers who abandoned a cart item based on metadata.

Browse Activity

Filter Details
Viewed an item whose product ID Product ID properties of an item in a browse abandoned session.
Did not view an item whose product ID Product ID properties of an item that was not part of a browse abandoned session.
Viewed an item whose categories Category properties of an item in a browse abandoned session.
Did not view an item whose categories Category properties of an item that was not part of a browse abandoned session.
Viewed a page whose URL URL properties of a page viewed in a browse abandoned session.
Did not view a page whose URL URL properties of a page that was not viewed in a browse abandoned session.
Did not abandon an item whose product ID Find customers who did not abandon an item with a specific product ID.
Viewed a page whose query strings Query string properties of a page viewed in a browse abandoned session.
Did not a page whose query strings Query string properties of a page that was not viewed in a browse abandoned session.

Email Activity

“Creative” refers to the email template. A piece of creative can be used in a journey or a broadcast and can be sent multiple times.

Filter Details
Has received email creative Find customers who have received email creative.
Has not received email creative Find customers who haven’t received email creative.
Has opened email creative Find customers who have opened email creative.
Has not opened email creative Find customers who have not opened email creative
Has clicked email whose creative Find customers who have clicked email creative
Has not clicked email whose creative Find customers who have not clicked email creative
Has clicked on link with ID Find customers who have clicked a link ID
Has not clicked on link with ID Find customers who have not clicked on a link ID
Has clicked on link with URL Find customers who clicked on a specific URL
Has not clicked on link with URL Find customers who have never clicked a specific URL

Journey Activity

Filter Details
Started Journey Find customers who have started a journey.
Has not started Journey Find customers who haven’t started a journey.
Is currently in Journey Find customers who are currently in a journey.
Is not currently in Journey Find customers who aren’t currently in a journey.
Has completed journey Find customers who have completed a journey.
Has not completed journey Find customers who haven’t completed a journey.

Test Activity

Filter Details
Participated in a test Find customers who participated in the control or variant of a test.
Did not participate in a test Find customers who did not participate in a test.

Customer Insights

Filter Details
Customer’s purchase recency Find customers based on the recency of their last purchase compared to other customers
Customer’s purchase frequency Find customers based on the frequency of their purchases compared to other customers
Customer’s purchase total spent Find customers based on their lifetime value compared to other customers
Customer’s email open recency Find customers based on the recency of their last email open compared to other customers
Customer’s email open frequency Find customers based on how times they’ve opened compared to other customers
Customer’s click recency Find customers based on how recently they’ve clicked compared to other customers
Customer’s click frequency Find customers based on how frequently they’ve clicked compared to other customers

Segment Blocks

Segment blocks are a set of conditions that Rejoiner will use to find a specific set of customers. Each block contains filters from one context only. You can add as many blocks as needed in order to form a query.

To start building, you must first select your context:

Then select the filter from that context you want to use.

Some filters have additional arguments like timeframe and count.

Timeframe Argument

This argument will help you determine the timeframe to look at for your query. By default, the app will default to the “at any point” option if nothing is selected for this argument.

The following options are available for the timeframe argument:

Option Description
At any point Use this option for when you want a customer to qualify regardless of when something happened.
Less than # days ago Use this option for when you want a customer to qualify based on the recency of the event.
More than # days ago Use this option for when you want a customer to qualify based on the recency of the event.
Between specific dates Use this option for when you want a customer to qualify based on specific dates.
As first instance Use this option for when you want a customer to qualify if the filter matches their oldest session.
As last instance Use this option for when you want a customer to qualify if the filter matches their most recent session.

Event Count Argument

This argument is attached to all filters dealing with purchases & email activity. It will help you determine the count of a behavior. This argument is used along the timeframe argument and your query’s main filter.

By default, the platform will default to the “at least one” option if nothing is selected for this argument.

The following options are available for the event count argument:

Option Description
At least once Use this option to check whether an event has occurred at least one time.
Exactly # of times Use this option to check whether an event has happened a specific number of times.
More than # of times Use this option to check whether an event has happened more than a specified number of times.
Less than # of times Use this option to check whether an event has happened less than a specified number of times.
Only Use this option to check whether an item was the only item ever purchased / abandoned / viewed. We recommend only using this option with positive filters. Example: “Purchased an item whose name…”
Never Use this option to check whether an item has never been purchased / abandoned / viewed. We recommend only using this option with negative filters. Example: “Did not purchase an item whose name…”

Once you have built your segment, go ahead and click on the “Save Changes” button at the top right of the builder. Alternatively, you can also select the “Cancel Changes” if you are not ready to push a query out.

Segment Completion

Once you have saved your query, the platform will begin working on your query.

You will receive an email—similar to the example below—as soon as the query is completed and your segment has been updated.

Queries can take a long time or very little time depending on the total number of contacts in your account. The segment may take longer to build if it uses a complex set of filters. We’re improving performance and build time rapidly.

Segments update every 24 hours from the time of creation. We may look to increase the update frequency in the future.

If your segment results look incorrect, please contact us.

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