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.
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 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.
Dynamic Plus Segments update automatically approximately every three hours, maintaining their accuracy and that of the strategies they participate in.
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.
Up to ten options can be added per filter used. To add more, the same category must be added again with additional options.
Additionally, to achieve greater precision, Connectif provides powerful filters within each of these activities, allowing for greater audience customization and optimizing strategy results.
The option to filter by activity attributes is available for all activities in Dynamic Plus Segments, such as cart abandonment, email sending, opening, and clicking, page visits, etc.
Connectif stores data from the last two years for eCommerce-related activities such as purchases, carts, and products. Available data for other activities are those generated since January 1, 2022.
The time range available for filtering activities in your Dynamic Plus Segments may vary depending on your assigned plan.
Some examples of contact segmentation based on activity attributes are:
— "Purchases": to segment contacts who have made purchases above a specified amount, containing more than a certain number of products, or including items from a specific brand, category, or price range.
— "Carts": to segment contacts who have abandoned a cart worth more 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 store page via Google or Facebook.
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.
In our example, a filter is created on the contact field “Newsletter Subscription Status”, with the operator “Equals” and the comparison value “Subscribed”. This way, the segment selects only contacts subscribed to the newsletter.
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.
In our example, the activity “Purchase Activities” has been selected, keeping the default operators. This filters contacts who have made more than "0" purchases, meaning at least one purchase in the last "365" Days. Additionally, an extra filter has been added to indicate that the purchase must have a “Total Price” greater than "300"€.
With this setup, in our example, the segment will include contacts who have made at least one purchase worth more than €300 in the past year.
3. Creating a Filter on a Custom Integration
Once a custom integration is used to create a segment, it cannot be removed. Also, if any of its fields are used as segmentation conditions, they cannot be deleted or edited.
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.
In our example, the two filters described above have been linked using the "AND" operator. This way, for a contact to be included in the segment, the conditions described in both filters must be met simultaneously.
If a contact is subscribed to the newsletter but has not made any purchases in the last 365 days worth more than €300, they will not be included in the segment. Similarly, if the contact has made a purchase under those conditions but is not subscribed, they will also be excluded from the segment.
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.
At the bottom of the preview area (3), you can read a text summary of the applied filters, making them easier to understand and present to others.
In accounts with more than one million contacts, to speed up the process, sampling is applied to the database by default so that the preview loads faster, albeit less accurately.
However, you can switch to normal mode, sacrificing loading speed in favor of greater accuracy if you need a more precise preview.
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.
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Still have questions?
Remember that our Connectif specialists are available to assist you. To contact them, simply open a support ticket by clicking the blue "Help" button on your dashboard.
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.