The dynamic plus segment, unlike the dynamic segment, allows grouping contacts into much more precise segments as it supports filtering not only by contact fields but also by activities and their metrics. Additionally, it offers more operators and filtering options that enable you to customize your campaigns and optimize results quickly and easily.
If you want to learn more about the differences between dynamic plus segments and dynamic segments, click here.
How to Access?
You can access your created segments through the path “Contacts > Segments”.
To create a dynamic plus segment, click on Create New Segment, select the type Dynamic Plus Segment and click on Go to segment editor.
Interface
The editing page of a dynamic plus segment is composed of 3 blocks:
Main menu: to save the segment or a copy, reset the last saved configuration, rename, and delete segments.
Filter selector: to define the segment through the multiple available filters.
Preview: to check, when creating the segment, how many contacts would enter it and how many would be left out. Additionally, a text-mode summary is available so you can read and share the description of your segment.
How It Works
Dynamic plus segments allow adding filters on contact fields or on activities to design your segment as precisely as possible.
Dynamic plus segments update automatically, approximately every 3 hours, maintaining their accuracy and that of the strategies in which they participate.
The fields and activities available to use as filters are categorized as follows:
"Contact Profile": to filter by fields with sociodemographic information that Connectif provides, such as contact name, birth date, email, newsletter subscription status, etc.
"Custom fields": to filter by any custom field you have created in your account.
"Value indicators": to filter by the RFM segment or by the RFM-Recency, RFM-Frequency, and RFM-Monetary value metrics.
"Purchases": to filter by purchase activities and the most important metrics related to these activities, such as the total number of purchases made by the contact, the total or average purchase amount, etc.
"Carts": to filter by cart-related activities, such as cart abandonments and products added or removed from the cart.
"Products": to filter by product visit activities.
"Emails": to filter by activities related to your email campaigns, such as sends, opens, clicks, etc.
"Web Push Notifications": to filter by activities related to your web push notification campaigns, such as sends, opens, clicks, etc. If the Mobile App integration is active.
"Web Content": to filter by activities related to your web content campaigns, such as open and click activities.
"Mobile Push Notifications": to filter by activities related to your mobile push notification campaigns.
"SMS": to filter by SMS send and bounce activities.
"Page Visits": to filter by page visit activities.
"Mobile App": to filter information provided by the mobile app integration, if active.
"Custom integrations": to filter by activities or fields related to the Store's custom integrations.
Up to ten options can be added in each filter used. If you want to add more, you must add the same category again and include the extra option(s) in it.
Additionally, for greater precision, Connectif provides powerful filters within each of these activities that allow greater audience customization, optimizing strategy results.
The option to filter on activity attributes is available for all activities in dynamic plus segments, such as cart abandonment, email send, open and click, page visits, etc.
Connectif stores data from the last 2 years for eCommerce-related activities, such as purchases, carts, and products. Data available for other activities are those generated from January 1, 2022.
The time range available to filter activities in your dynamic plus segments may vary depending on the plan assigned to you.
Some examples of using contact segmentation based on activity attributes are:
— "Purchases": to segment contacts who have made purchases above the value you set, containing more than a certain quantity of products or including items of a specific brand, category, or price.
— "Carts": to segment contacts who have abandoned a cart with an amount greater than €100.
— "Emails": to segment contacts who have clicked on a specific link in a particular email.
— "Page Visits": to segment contacts who have visited a page of your store via Google or Facebook.
1. Create a filter on a contact field or metric
In the filter selector (2), choose the field or metric to filter on, the operator suitable for your goal, and the value to compare against.
In our example, a filter is created on the contact field “Newsletter subscription status”, with the operator “Is equal to” and the comparison value “Subscribed”. This way, the segment selects only contacts subscribed to the newsletter.
2. Create a filter on an activity
In the filter selector (2), choose the activity to filter on, select the operator(s) suitable for your goal, and configure them. Add additional filters on the activity if desired.
In our example, the activity “Purchase activities” was selected, leaving the operators as default. This way, contacts who have made more than "0" purchases are filtered, meaning they have made at least one purchase in the last "365" Days. Additionally, an extra filter was added to indicate that the purchase must have a “Total price” greater than "300" €.
With this configuration, in our example, the segment will include contacts who have made at least one purchase valued over €300 in the last year.
3. Create a filter on a custom integration
Once a custom integration is used to create a segment, it cannot be deleted. Also, if any of its fields is used as a segmentation condition, it cannot be deleted or edited either.
In the filter selector (2), choose Custom integrations and, from the dropdown, select the integration from which you want to create the selection.
From that integration, you must choose among the different send and/or receive data events you have created.
Configure how many times that event must have been triggered and within what time period, as well as any activity filters you want.
4. Create a filter with logical operators
Dynamic plus segments allow using logical conjunction operators “AND” and disjunction operators “OR” to relate your filters.
To use them, click on “AND” for both conditions to be met, or on “OR” for one of the two conditions to be met.
In our example, we joined the two filters described in the previous examples with the operator "AND". Thus, for a contact to enter the segment, the conditions described in both filters must occur simultaneously.
If a contact is subscribed to the newsletter but has not made any purchase in the last 365 days with an amount greater than €300, they will not enter the segment. Similarly, if the contact has made a purchase with those conditions but is not subscribed, they will be excluded from the segment.
5. Preview the dynamic plus segment
The previewer visually reflects the number of contacts currently meeting the selected filters. This facilitates evaluating whether the number of contacts entering the segment meets your requirements or if you need to redefine the segmentation conditions.
In the preview area (3), click the button
Click to preview to generate data for your future segmentation, with useful information about how many contacts will enter or be left out of the segment.
At the bottom of the preview area (3), you can read the text-mode summary of the applied filters, making it easier to understand and present to others.
In accounts with more than one million contacts, to speed up the process, a sampling of the database is applied by default so the preview loads faster though less precisely.
However, you have the option to switch to normal mode, sacrificing the speed of the sampling load if you want a more accurate preliminary result.
6. Use the dynamic plus segment
You can use your segments to create hyper-segmented strategies through your workflows.
With Connectif, the possibilities are limitless. If you need information or examples of segments or segmented strategies, you can review the Workflow Templates or Segment Templates available in your Store.
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Differences between dynamic plus segment and dynamic segment
The following table shows, as a comparison, the main features available in dynamic plus segments and dynamic segments:
| Feature | Dynamic Plus Segment | Dynamic Segment |
|---|---|---|
| Filter by contact fields | ||
| Filter by contact activities | ||
| Filter by activity properties | ||
| Use AND operators between filters | ||
| Use OR operators between filters | ||
| Nest filters | ||
| Create contact exclusion group | ||
| Preview number of contacts entering the segment | ||
| Text-mode summary | ||
| Update frequency | Every 3 hours | Real-time |
Keep learning!
To make the most of your Connectif account's potential, we recommend continuing with the following articles:
Static Segment, to segment contacts through workflows.
Dynamic Segment, to automatically segment contacts based on common characteristics.
RFM Analysis, to understand how Connectif automatically segments contacts based on their purchasing behavior.
Data Explorer, to use all data collected by Connectif to create detailed and customized reports.