A dynamic plus segment is a grouping of contacts segmented in a very precise way, based on the data stored in their profile and their activities. You can use them to customize your campaigns and optimize results quickly and easily.
If you want to learn more about the differences between dynamic segments plus and dynamic segments, click here.
How to access it
You can access your created segments via the "Contacts > Segments" route.
To create a dynamic plus segment click Create New Segment, select the type Dynamic Segment Plus and click Go to segment editor.
Interface
The editing page of a dynamic plus segment is composed of three blocks:
- Main menu: to save the segment or a copy, restore the last saved configuration, rename or delete segments.
- Filter selector: to define the segment using the multiple filters available.
- Preview: when creating the segment, to check how many contacts it would include and how many would be left out. In addition, the summary is available in text mode so that you can read and share the description of your segment
How it works
Dynamic plus segments allow you to add filters to contact fields or activities to design your segment as precisely as possible.
Dynamic plus segments are automatically updated approximately every three hours, maintaining their accuracy and that of the strategies in which they participate.
The fields and activities available for use as filters are categorized as follows:
- "Contact profile": to filter by the fields with social-demographic information that Connectif provides, such as contact name, date of birth, email, newsletter subscription status, etc.
- "Custom Fields": to filter by any custom fields you have created in your account.
- "Value indicators": to filter by RFM segment or by RFM-Recency, RFM-Frequency and RFM-Monetary value.
- "Purchases": to filter by purchasing activities and by the most important metrics related to these activities, such as the number of total purchases made by the contact, the total or average spend, etc.
- "Shopping Carts": to filter by cart-related activities, such as cart abandonments and products added to or removed from the cart.
- "Products": to filter by product visit activities.
- "Emails": to filter by activities related to your email campaigns, such as emails sent, open rate, clicks, etc.
- "Push Notifications": to filter by activities related to your push notification campaigns, such as the number sent, opened, clicks, etc.
- "Web Content": to filter by activities related to your web content campaigns, such as open and click activities.
- "SMS": to filter by SMS sending activities and bounce-backs.
- "Page visits": to filter by page visit activities.
To achieve greater precision, Connectif also provides you with powerful filters within each of these activities, which allow for greater audience customization and optimized results for your strategies.
The option to filter by activity attributes is available for all activities in the dynamic plus segments, such as cart abandonment, emails sent, opened and clicked, page visit activities, etc.
Connectif stores data for the past two years for activities related to ecommerce, such as shopping, shopping carts and products.
The data available for the rest of the activities is that generated from January 1, 2022. Once the necessary time elapses, these activities can also be consulted for up to two years (i.e. from January 1, 2024).
Some examples of the use of contact segmentation based on activity attributes are:
— "Purchases": to segment contacts who have made purchases of an amount greater than the value you set, containing more than a certain quantity of products or including items of a certain brand, category or price.
— "Shopping Carts": to segment contacts who have abandoned a cart with a value of more than €100.
— "Emails": to segment contacts who have clicked on a specific link in a particular email.
— "Page views": to segment contacts who have visited one of your store’s pages via Google or Facebook.
1. Filter by a field or contact metric
In the filter selector (2), choose the field or metric to filter by, the appropriate operator for your objective and the value to compare against, which can be another contact field or a literal value.
In our example, we’ve created a filter by the contact field "Newsletter subscription status", with the operator "Is equal to" and the literal comparison value "Subscribed". In this way, the segment only selects contacts who are subscribed to the newsletter.
2. Filter by activity
In the filter selector (2), choose the activity to filter by, select the appropriate operator or operators for your purpose and configure them. If you wish, add additional filters to the activity.
In our example, the activity "Purchase activities" has been selected , leaving the default operators. In this way, contacts who have made more than "0" purchases, i.e. who have made at least one purchase in the last "365" days, are filtered out. An additional filter has been added to indicate that the purchase has a "Total Price" greater than €"300".
With this configuration, the segment in our example will collect contacts who have made at least one purchase of value greater than €300 in the last year.
3. Create a filter with logical operators
Dynamic plus segments allow you to use AND and OR logical operators to join your filters.
To use them, click "AND" for both conditions to be met, or "OR" for one of the two conditions to be met.
In our example, we have joined the two filters described in the previous examples with the "AND" operator. So, for a contact to be included in the segment, the conditions described in both filters must occur at the same time.
If a contact is subscribed to the newsletter but has not made any purchase over €300 in the last 365 days, they will not be included in the segment. Similarly, if the contact has made a purchase meeting this criteria but is not subscribed, they will not be in the segment.
4. Preview dynamic plus segment
The preview panel visually reflects the number of contacts that currently meet the chosen filters. This makes it easier to evaluate whether the number of contacts that would go into the segment meets your requirements or if you need to redefine the segmentation conditions.
In the preview area (3), click the Click to preview button to generate your future segmentation data, with useful information about the number of contacts that will go into 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, which makes them easier to understand and show to others.
5. Using the dynamic plus segment
In the main menu (1), click Save to make the segment available for use in workflows of your choice.
Remember that you can choose the audience of your workflows from the "Start" node.
If you want to learn more about the "Start" node, click here.
In the example described in this article, contacts will automatically exit the segment if they unsubscribe from the newsletter or if more than 365 days have passed since their last purchase of more than €300.
Success!
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Do you have questions?
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Differences between dynamic segment plus and dynamic segment
The following table shows, by way of comparison, the main functionalities available in the dynamic segments plus and in the dynamic segments:
| Functionality | Dynamic Segment Plus; | Dynamic Segment |
|---|---|---|
| Filtering by contact field | ||
| Filtering by contact activities | ||
| Filtering by activity properties | ||
| Using AND operators between filters | ||
| Using OR operators between filters | ||
| Nesting filters | ||
| Create contact exclusion group | ||
| Preview of the number of contacts that will enter the segment | ||
| Text mode summary | ||
| Update | Every 3 hours | In real time |
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Static segment to segment contacts via workflows.
- Dynamic segment to automatically segment contacts based on common characteristics.
-
RFM Analysis to understand how Connectif automatically segments contacts based on their buying behavior
-
Data Explorer to use all the data collected by Connectif to create detailed and customized reports.