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The dynamic plus segment, unlike the dynamic segment, allows grouping contacts into much more precise segments as it allows filtering, not only by contact fields, but also by activities and their metrics. Additionally, it has more operators and filtering options that enable 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 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, change the name, and delete segments.
- Filter selector: to define the segment through the multiple available filters.
- Preview: to check, in case of creating the segment, how many contacts would enter it and how many would be left out. Additionally, you have available the summary in text mode so you can read and share the description of your segment.
Operation
Dynamic plus segments allow adding filters on contact fields or activities to design your segment as precisely as possible.
Dynamic plus segments are automatically updated, approximately every 3 hours, maintaining their accuracy and that of the strategies they participate in.
The fields and activities available for use as filters are categorized as follows:
- "Contact Profile": to filter by fields with sociodemographic information provided by Connectif, such as contact name, date of birth, 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 RFM-Recency, RFM-Frequency, and RFM-Monetary Value.
- "Purchases": to filter by purchase activities and by the most important metrics related to these activities, such as the total number of purchases made by the contact, the total or average amount of purchases, 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.
- "Push Notifications": to filter by activities related to your push notification campaigns, such as sends, opens, 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 and bounce activities.
- "Page Visits": to filter by page visit activities.
- "Custom Integrations": to filter by activities or fields related to custom integrations of the Store.
Up to ten options can be added in each filter used. If you want to add any additional ones, you must add the same category again and include the extra option or options in it.
Additionally, to achieve greater precision, Connectif provides powerful filters within each of these activities that allow for greater audience customization, optimizing the results of strategies.
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 visit, etc.
Connectif stores data from the last 2 years for eCommerce-related activities, such as purchases, carts, and products. Data available for other activities is generated from January 1, 2022 onwards.
The time range available for filtering 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 exceeding a certain value, containing more than a certain quantity of products, or including items from a certain brand, category, or price.
— "Carts": to segment contacts who have abandoned a cart with a value exceeding €100.
— "Emails": to segment contacts who have clicked on a specific link from a specific email.
— "Page Visits": to segment contacts who have visited a page on 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 by, the operator appropriate to your goal, and the value to compare to..
In our example, a filter is created on the contact field “Newsletter Subscription Status”, with the operator “Is equal to” and with 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 by, select the appropriate operator or operators for your goal, and configure them. Add additional filters on the activity, if desired.
In our example, the activity "Purchase Activities" has been selected, leaving the default operators. This way, contacts who have made more than "0" purchases, meaning they have made at least one purchase in the last "365" Days, are filtered. Additionally, an additional filter has been added to indicate that the purchase has a "Total Price" greater than "300" €.
With this configuration, in our example, the segment will include contacts who have made at least one purchase exceeding €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. Additionally, if any of its fields are being used as segmentation conditions, they cannot be deleted or edited either.
In the filter selector (2), choose Custom Integrations and, from the dropdown, select the integration you want to create the selection from.
From this integration, you must choose from the different data send and/or receive events you have created.
In our example, the custom integration Visitors offline and the data receive event Visitors offline have been selected.
Configure the number of times that event must have been activated and in the time period it must have occurred.
Once you have chosen the send or receive event and the number of times that event has been activated, click on Add Activity Filter to add the conditions of the fields from your custom integration that contacts must meet.
In our example, it has been selected that contacts who come from the Visitors offline event more than "1" time in the last "30" days and who do not have the email field empty enter the segment.
With this configuration, in our example, the segment will include contacts from whom we have the email and who come from the Visitors offline custom integration at least once in the last 30 days.
4. Create a filter with logical operators
Dynamic plus segments allow the use of conjunction logical operators “AND” and disjunction “OR” to relate your filters.
To use them, click on “AND” so that both conditions are met, or on “OR” so that one of the two conditions is met.
In our example, we have combined the two filters described in the previous examples using the "AND" operator. This way, for a contact to enter the segment, the conditions described in both filters must be met at the same time.
If a contact is subscribed to the newsletter but has not made any purchases in the last 365 days with a value exceeding €300, they will not enter the segment. Similarly, if the contact has made a purchase under those conditions but is not subscribed, they will be excluded from the segment.
5. Previewing the dynamic plus segment
The previewer visually reflects the number of contacts that currently meet the selected filters. This makes it easier to evaluate whether the number of contacts that would enter the segment meets your requirements or if it is necessary to redefine the segmentation conditions.
In the preview area (3), click on the Click to preview button to generate data for your future segmentation, with useful information about the number of contacts that will enter or be excluded from the segment.
At the bottom of the preview area (3), you can read a text summary of the applied filters, which facilitates understanding and presentation to others.
In accounts with more than one million contacts, to speed up the process, a default sampling of the database is applied to load the preview more quickly, although less accurately.
However, you have the option to switch to normal mode, sacrificing the loading speed of the sampling, if the goal is to obtain a more accurate preliminary result.
6. Using the dynamic plus segment
In the main menu (1), click on Save so that the segment is available to be used in the workflows you consider.
Remember that you can choose the audience for your workflows from the “Start” node.
If you want to learn more about the "Start" node, click here.
Success!
You have reached the end of the lesson.
Still have unanswered questions?
Remember that our Connectif specialists are at your disposal. To contact them, simply open a support ticket by clicking on the blue "Help" button on your dashboard.
Differences between dynamic plus segment and dynamic segment
The following table provides a comparative overview of the main features available in dynamic plus segments and dynamic segments:
| Functionality | Dynamic Segment Plus | Dynamic Segment |
|---|---|---|
| Filter by contact fields | ||
| Filter by contact activities | ||
| Filter by activity properties | ||
| Use Y (AND) operators between filters | ||
| Use O (OR) operators between filters | ||
| Nest filters | ||
| Create exclusion group of contacts | ||
| Preview of the number of contacts that will enter the segment | ||
| Summary in text mode | ||
| Update | Every 3 hours | Real-time |
Keep Learning!
To make the most of your Connectif account, 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.