The Dynamic Plus Segment, unlike the Dynamic Segment, allows grouping contacts into much more precise segments since it enables filtering not only by contact fields but also by activities and their metrics. Additionally, it provides more operators and filtering options that allow you to personalize your campaigns and optimize results quickly and easily.
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 Dynamic Plus Segment type, and then click Go to Segment Editor.
Interface
The Dynamic Plus Segment editing page consists of three sections:
- Main Menu: to save the segment or a copy, restore the last saved configuration, rename, and delete segments.
- Filter Selector: to define the segment using multiple available filters.
- Preview: to check how many contacts would be included or excluded if the segment were created. Additionally, a text summary is available so you can read and share the description of your segment.
How It Works
Dynamic Plus Segments allow you to add filters based on contact fields or activities to design your segment as precisely as possible.
The fields and activities available for filtering are categorized as follows:
- "Contact Profile": to filter by sociodemographic information fields available in Connectif, such as contact name, birth date, email, newsletter subscription status, etc.
- "Custom Fields": to filter by any custom field created in your account.
- "Value Indicators": to filter by RFM segment or RFM-Recency, RFM-Frequency, and RFM-Monetary Value scores.
- "Purchases": to filter by purchase activities and key metrics like total purchases made, 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 email campaign activities, such as sends, opens, clicks, etc.
- "Web Push Notifications": to filter by web push notification campaign activities, such as sends, opens, clicks, etc.
- "Web Content": to filter by web content campaign activities, such as opens and clicks.
- "Mobile Push Notifications": to filter by mobile push notification campaign activities.
- "SMS": to filter by SMS send and bounce activities.
- "Page Visits": to filter by page visit activities.
- "Mobile App": to filter by data provided through the Mobile App integration if active.
- "Custom Integrations": to filter by activities or fields related to the store’s custom integrations.
Additionally, to achieve greater precision, Connectif provides powerful filters within each of these activities, allowing for greater audience customization and optimizing strategy results.
1. Creating a Filter on a Contact Field or Metric
In the filter selector (2), choose the field or metric to filter, the appropriate operator for your goal, and the value to compare.
2. Creating a Filter on an Activity
In the filter selector (2), choose the activity to filter, select the appropriate operator(s) for your goal, and configure them. If desired, add additional filters to the activity.
3. Creating a Filter on a Custom Integration
In the filter selector (2), choose Custom Integrations and select the integration from which you want to create the selection.
From this integration, you must select among the different data sending and/or receiving events you have created.
Configure the number of times this event must have been triggered and within what time period, as well as any activity filters you wish to apply.
4. Creating a Filter with Logical Operators
Dynamic Plus Segments allow you to use logical conjunction operators "AND" and disjunction operators "OR" to relate your filters.
To use them, click on "AND" so that both conditions apply, or "OR" so that at least one of the conditions applies.
5. Previewing the Dynamic Plus Segment
The preview section visually displays the number of contacts that currently meet the selected filters. This makes it easier to assess whether the number of contacts entering the segment meets your criteria or if the segmentation conditions need to be redefined.
In the preview area (3), click the button Click to Preview to generate data for your future segmentation, providing useful information about how many contacts will be included or excluded.
6. Using the Dynamic Plus Segment
You can use your segments to create highly targeted strategies within your workflows.
With Connectif, the possibilities are limitless. If you need information or examples of segmented strategies, check out the Workflow Templates or Segment Templates available in your Store.
Differences Between Dynamic Plus Segments and Dynamic Segments
The following table provides a comparative overview of 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 exclusion groups | ||
Preview the number of contacts entering the segment | ||
Text summary | ||
Update frequency | Every 3 hours | Real-time |
Keep Learning!
To make the most of your Connectif account, we recommend exploring 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 segments contacts automatically based on purchasing behavior.
- Data Explorer, to leverage all collected data to create detailed, personalized reports.