Understanding SmartPush Segments

SmartPush’s Segments feature allows you to group contacts based on specific behaviors or attributes, such as browsing activity, order history, or geographic location. You can use these segments in email or SMS marketing to reach more relevant audiences with more personalized content.

This article explains what segments are, how they work, and how to create segments for targeted marketing campaigns.

What Is a Segment?

A segment is a dynamic contact list created using one or more filtering rules. These rules can be based on:

User behavior, such as placing an order or viewing a product
Contact attributes, such as country, email address, or tags

Segments update automatically in real time. When a contact meets the defined conditions, they are added to the segment. When they no longer meet the conditions, they are removed.

Common Use Cases

You can use segments for scenarios such as:

Contacts who viewed a product but did not place an order
Contacts who placed an order more than 30 days ago
Subscribers who canceled a subscription
High-spending customers from a specific country or region

Segment Filter Conditions

SmartPush provides multiple filtering dimensions to help you build refined audience groups based on user data and behavior.

Filter Type	Example Conditions	Data Source	Update Frequency
Properties	Name, email, gender, country, city, birthday, language, registration source, custom attributes	SHOPLINE platform, SmartPush forms	Real-time
Membership status	Member, non-member	SHOPLINE membership system	Real-time
Email channel	Email sent, opened, clicked, subscription status, invalid email	SmartPush email tracking	Real-time
SMS channel	Phone subscription status, invalid phone number	SmartPush SMS tracking	Real-time
Consumer behavior	Number of orders, first/latest order time, total spend, average order value, purchased product/category	SHOPLINE platform	Real-time
Active behavior	Page views, product views, last visit time	SmartPush tracking	Real-time
Customer lifecycle	Loyal customers, high-potential customers, nurture-needed customers, dormant customers, churned customers	SmartPush AI model	T+1
SmartPush events	Coupon received, coupon clicked	SmartPush tracking	Real-time
Others	Custom tags, imported tags, popup-collected tags	SHOPLINE / Shopify platform, SmartPush import, SmartPush popups	Real-time

Creating Segments

This section walks you through how to create and manage segments to achieve more precise audience targeting and marketing outreach.

Creating a Custom Segment

You can create custom segments based on your business needs by following these steps:

Go to Contacts > Segments, then click Create segment in the top-right corner.
On the creation page, click Edit next to the segment name to rename it for easier identification.
In the Segment filter conditions section, click + Add conditions, then select a filter type (e.g., Properties, Membership status, Email channel) in the condition panel and configure your conditions.
To refine your rules, click + Add conditions again and use the logic buttons (And / Or) to combine conditions.
Once configured, click Create segment in the top-right corner. The system will calculate the segment data.

After creation, you can view contact data and performance metrics at the bottom of the page and manage the segment accordingly:

To adjust conditions, reconfigure them and click Update segment to recalculate data.
To remove the segment, click Delete segment.

Note:

After clicking Update segment, a pop-up will display a list of automation tasks associated with the segment, sorted by last updated time.
You can choose whether to trigger all contacts immediately into active automation flows after updating conditions.
If your remaining email quota or SMS balance is insufficient, some contacts may not receive messages.
In such cases, it is recommended to turn off the trigger option, or upgrade your plan / recharge SMS credits before enabling it again and updating the segment.

Creating a Suggested Segment

To improve efficiency, SHOPLINE provides prebuilt segments for common use cases:

Go to Contacts > Segments, then switch to the Suggestions tab.
The system provides ready-to-use segments for common scenarios, such as:
- Active email subscribers
- Potential converters
- High-value customers
Click Create next to a segment to generate it instantly.
On the segment setup page, edit the segment name and review the segment conditions. Once confirmed, click Generate segment to create the segment.

Managing Existing Segments

After creating segments, you can view and manage them from the segment List page:

View segments: Go to Contacts > Segments, then open the List tab to see all segments, including their names, contact counts, subscription channels, and last updated times.
Manage segments: Click Action next to a segment to perform the following:
- Edit: Adjust conditions or update the segment
- Copy: Create a new segment based on existing conditions
- Delete: Remove the segment (this action cannot be undone)

How to Use Segments

Segments can be applied to both marketing campaigns and automation flows to enable more precise targeting and personalized marketing.

Use in Marketing Campaigns

When creating campaigns, you can include or exclude specific segments:

Email campaigns:
- Select specific segments as recipients
- Exclude certain segments
SMS campaigns:
- Select specific segments
- Exclude certain segments

Use in Automation Flows

Contact enters segment trigger: You can use Contact Enters Segment as a trigger in automation. When a contact meets the criteria and enters the segment, the automation flow will be triggered automatically.