Segmentation allows you to target recipients for your campaigns based on one or many specified conditions. This means that you only send relevant information to each unique customer. The benefits of segmenting your recipient list include positively affecting your deliverability rates, conversion rates, and keeping your customers happy. 

Segmenting 101 

Since segmentation is a powerful tool and Remarkety offers so many different options for it, we’ll just introduce the process here. The Segmentation dropdown is present on the contacts page, inside emails campaigns, and in the segments feature itself. 

A segment is built by applying a set of filters to your entire customer base. The segment will consist of customers who pass all of the filter conditions that you set.

Segment Filter Categories

Remarkety offers many different filters for segmenting. For our convenience we’ll break them down into general groups and the specific filters that fall under them. These are the big categories.

  • Lifetime Purchase History
  • Contact Details
  • Campaigns Engagement
  • Marketing Status
  • Website Activity
  • Random Split

Specific Filters

Lifetime Purchase History 

Average Order Value

Do not send it customer made an order within X days 

Customer average order percentile

Last order Date (X days ago)

Customer has purchased a product that contains/doesn't contain text

Number of orders (any status)

Customer has/has no cart

Number of Orders (by channel)

Customer has/hasn't purchased a certain product

Purchased a product from category (X days ago)

Customer has/hasn't purchased a product from category

Total Spending

Customer has/hasn't purchased a product from manufacturer

Total spending (w/o shipping)

Customer has/hasn't purchased a product from vendor

Total spending by channel 

Customer made an order between specific dates  

 

Contact Details

City

Registration date (between two dates)

Country

SMS phone number country

Customer field has/doesn't have data

Segment

Customer has an SMS phone number

State/region

Email address contains/does not contain text

Street address

Gender

Tags

Group

Total rewards points 

Opt-in Status

Zip code

Registration date (X days ago)

Birthday (in x days) 

 

Campaigns Engagement 

Customer didn't receive an SMS from group in last X days

Last open date

Customer didn't receive email from group in X last days

Purchased from campaign

Do not send if customer received any email from you recently

Receive an email from campaign (X days ago) 

Email engagement (specific campaigns)

SMS engagement (specific campaigns)

 

Smile.io Rewards Program

Customer is in Smile.io rewards program 

 

Website Activity 

Last website visit (X days ago) 

 

Marketing Status 

SMS Opt-in Status 

 

Random Split 

Split into half

Split into quarters

 

Customer Custom fields  

Custom


For a deeper dive into each of these categories and example uses, click here. 

 

Using Segments

There are 2 main ways to use any of the above listed segments on the dashboard.

1. Create a one-time segment in a new campaign you're creating. Select your segment filters in the Who will receive this email field on the initial set up page of each campaign. 

    • Segment lists can also be accessed on customer pages.

2. Or create a dynamic group list that will be saved as its own segment. This way the segment can be easily accessed and reused for future campaigns. To set this up, follow these steps:

    • On Remarkety's dashboard, select Segments.
    • On the top right side of the page select the + New Segment button.

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  • This brings you to a popup with 8 options for segment lists. One of the options is Blank so you can build your own from scratch to ensure you can always create what you want.

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  • Select your choice and then customize and save the filter options on the next page. 
  • Once you press Save Filter your segment list will be saved.

These lists are dynamic, so if a customer at one time fits the segment group condition, they will be included in the group. If that same contact later does not fit the condition, they will automatically fall out of that group list. If a new contact is added that fits the segment conditions, they also will automatically be added.

 

Segmentation Example

Here’s a segmentation scenario to help you see what’s doable. Let’s say you have a brick and mortar shop in New York, and you want to alert relevant customers about the home goods inventory updates in your store via a semi-regular newsletter. The segment includes shoppers who fit the following 2 conditions:

  1. Live in New York: Set Contact Details > City
  2. Purchased from your home-goods category: Set Lifetime Purchase History > Customer has/hasn't purchased a product from category

Customer X initially signs up for your contact list with a New York City address and purchases a pot from your online store. Customer X fits the segment conditions to receive your first newsletter for this group. One year later, Customer X moves across the country and changes their account settings on your website to reflect their new address. You do not need to manually unenroll Customer X from your NY Home Goods dynamic list. The system will automatically unenroll Customer X because they no longer fit both of the conditions set for the list.  

 

You also have the option to manually enroll or unenroll a contact from a segment tag through their Contact Info page in the Manage Contacts section.

 

Congratulations on making it to the end of your Segments introduction! Next find out how to sync your Remarkety account with your store's Facebook and Instagram ads. We’ll discuss using segments on your social media ads to retarget customers outside of email and SMS. Click here to be brought to the article.

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