Every Rule-set in the Segmentation menu offers a wide range of different filters. Just like the Segment blocks, Filters have different priorities, starting from the broader categories to the most restrictive ones.
💬 The structure of the Segment has a significant impact on Segment performance. It can define how your Rules connect, both when it applies to all contacts and when as a clarification to an existing one.
The list of Filters belongs to 5 main categories:
- Filter by Channel;
- Filter by Shopping behavior;
- Filter by Email Campaign activity;
- Filter by SMS Campaign activity
- Filter by Properties
Now let's look into each of these categories in greater detail.
1. Filter by Channel
The Channel rule allows you to segment your contacts by their subscription to promotions status in the following channels:
- Email channel;
- SMS channel;
- Browser push notifications channel.
Each of them has its own set of filters:
You may wonder why the filtering options for each of the channels are different. However, the reason is quite simple, as it depends on the amount of data we can collect. The more data available - the broader possible filtration.
2. Filter by Shopping behavior
The Shopping behavior rule allows you to segment by order or purchased product activity and contains multiple options:
- Placed order;
- Purchase product;
- Not purchased product;
- Purchased from category;
- Not purchased from category.
In this category, you can find a variety of different filters, including the total spent in your store, the number of orders placed, products purchased, status, and more.
💬 Check the article on Placed order and Purchased product filters comparison, to see the full list of filters and recommendations to your Segment set-up.
3. Filter by Email Campaign activity
Email campaign activity filters allow you to add rules based on the subscriber activity with your email campaigns. These filters include:
- Been sent email campaign
- Not been sent email campaign
- Opened email campaign
- Not opened email campaign
- Clicked email campaign link (allows you to enter a particular link)
- Not clicked email campaign link (enables you to enter a specific link)
Here, each of the categories has its own set of options, that can let you filter your contacts based on the time frame when Campaigns were opened or clicked through, as well as on the link clicks.
4. Filter by SMS Campaign activity
SMS campaign activity filters have the same functionality as the previous filters do, but for the SMS channel. These filters include:
- Been sent SMS campaign;
- Not been sent SMS campaign;
- Clicked SMS campaign link;
- Not clicked SMS campaign link.
Since it is not possible to track the open rate for the SMS Campaigns, the filters available on the menu include those that are based on the Campaigns sent and opened.
5. Filter by Properties
This filter allows you to use all collected descriptive data as a rule for your segment. This descriptive data usually comes with order info from your store and can be collected via Omnisend, third party signup forms, or manually imported. The filter contains:
- Date added. Identifies the date when your contact was added to Omnisend. It might be different from the opt-in date that determines when the contact subscribed to receive your marketing. If your store platform stores its own date added field, it will be synced to the external_created custom field.
- Email opt-in. Date when the contact subscribed to the Email channel.
- SMS opt-in. Date when the contact subscribed to the SMS channel.
- Email. The email address of the contact.
- First name;
- Last name;
- Gender (if collected);
- Postal code;
- Tag (all tags that you have added on Omnisend or have been imported from your store);
- Custom property (any custom property you have added to the customer; read more about custom properties).
The number of filters that one can apply to the Segment Rule is limited by the number of options available on the menu.
If you still have any questions or need any assistance, feel free to contact us at firstname.lastname@example.org.