Understanding SmartPush Segments

SmartPush’s Segment feature allows you to group contacts based on specific behaviors or attributes such as browsing activity, order history, or geographic location for use in email or SMS marketing. This article explains how segmentation works and provides guidance for creating targeted user groups that support more effective, personalized campaigns.

 

In This Article

  • What Is a Segment?
  • Key Terms
  • How to Build a Segment
  • Tips & Best Practices

 

What Is a Segment?

A segment is a dynamic contact list built from one or more filtering rules. These rules are based on user behavior (events) or contact profile information (attributes). Segments automatically update in real time when a contact meets or no longer meets the criteria.

 

Common Use Cases

  • Users who viewed a product but didn’t purchase
  • Users who placed an order more than 30 days ago
  • Subscribers who canceled a subscription
  • High-spending customers from a specific country

 

Key Terms

Term Description
Event An action a user has taken, such as placing an order, adding a product to cart, or creating a subscription.
Event Attribute Information tied to an event, such as the product name, subscription cycle, or timestamp.
User Attribute Basic contact information like email, phone number, country, or tags.
Filter Operator Conditions like “≥ 1 time”, “= 0 times”, or “within the last 30 days” that define how and when events occur.

 


 

How to Build a Segment

Here’s a step by step example of creating a segment for users who purchased a specific product (Product Name) but haven’t subscribed:

  1. Go to Contacts > Segments > Create Segment


  2. Add conditions:

    • Event: Purchase

    • Attribute: Product = Product Name

    • Operator: ≥ 1 time

    • Time Range: Past 90 days



  3. Add another rule:

    • Event: Subscription Created

    • Operator: = 0 times

  4. Save your segment and give it a clear name (e.g., "Purchased Name, Not Subscribed").

 

Once saved, the segment will automatically include or remove contacts based on their ongoing behavior.

 

To learn more about SmartPush metrics and detailed event filtering settings, please refer to the article: Understanding SmartPush Metrics

 


 

Tips & Best Practices

  • Use multiple attributes to narrow your audience (e.g., users who viewed Product A and are in Country X).

  • Avoid conflicting conditions, such as setting a start date later than the end date for the same event.

  • Use relative time frames (e.g., "past 7 days") for rolling segments.

  • Test your segment logic before launching large campaigns.

  • Keep segment names clear and descriptive for future use in automations or campaigns.

 

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