With Omnisend you can create static segments, that would help you organize your contacts into lists (saved segments) or dynamic segments - segments that will automatically update over time, depending on the rules you have preset. 

Read this article to learn more about creating different dynamic segments with Omnisend, based on the information about your contact: interests, consumption habits, demographics, email opening rates, etc.

 

Before You Start

Segment requirements:

  • Available on all plans, however, Advanced filtering options (Add filter) that allow you to set more specific conditions are available on Standard and Pro plan only.
  • Allows you to work with all your contacts (subscribed, non-subscribed, unsubscribed, removed). This way you can see how many contacts with different statuses match your rules and act accordingly. Note, your communication can only be sent to those, who accept such correspondence.
  • The scope of data you can segment might depend on the type of integration and your ecommerce platform. If your ecommerce platform does not provide us with some data or your integration does not yet support it, you would not be able to segment your customers based on those particular criteria.
     

Dynamic segment options

We offer an extensive range of segmenting options and you can create a segment based on 3 rules:

  1. Shopping behaviour (product activity and order activity)
  2. Profile data
  3. Email activity

1. Shopping behavior

Shopping behavior rule allows you to segment by order activity and contains two basic sections: Product activity and Order activity. For Product activity section, the rules can be set based on the specific product purchase or purchase of the product from the category. For Order activity section, the rules can be set based on placed orders, the total spent, the average spent.

  1. 1. Product activity
  1. 1. 1. Purchased product

Available Filters for this section:

  1. 1. 2. Purchased from product collection

Available Filters for this section:

  1. 1. 3. Not purchased product

Available Filters for this section:

  1. 1. 4. Not purchased from collection

No filters available for this section.

  1. 2. Order activity
  1. 2.1. Placed order

Available Filters for this section:

  1. 2. 2. Spent in total

Available Filters for this section:

  1. 2. 3. Spent on average

Available Filters for this section:

2. Profile data

Allows you to segment by proof of consent, date added (date when subscriber was created), email opt-in date, email, first name, last name, gender, city and other personal data.

2. 1. Default properties

The menus for the default properties are pretty simple and intuitive. The format of the data depends on the type of the data entered.

2. 2. Custom properties

Custom properties have a wider range of the rules available and allow you to choose the type of data entered.

3. Email activity

Allows you to segment your list by sent campaign, opened campaign, clicked campaign.

3. 1. Been sent campaign

Available Filters for this section:

3. 2. Not been sent campaign

No filters available for this section.

3. 3. Opened campaign

Available Filters for this section:

3.4. Not opened campaign

No filters available for this section.


3.5. Clicked campaign links

Available Filters for this section:

 

Segments setup

To set your new segment up, go to Audience and choose Saved Segments, then click on New Segment and start with naming your segment. Then, simply select the rules you're mostly interested in and start combining them to squeeze the most out of your list. Below you will find a quick demonstration of how to set up a segment based on a product purchased after a specific mailing campaign was sent.

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