Segment Rules and Filters

Segment Structure

The structure of a segment can be simple or complex, depending on the rules, filters, and rule sets used to create it. A simple segment may only have one rule, while a complex segment may have multiple rules and filters.

Rules

  • Rules are the main rules to which the filter is applied. They define the criteria that customers must meet to be included in the segment. For example, a rule could be “customers who placed an order”.
  • Filters

  • Filters are the qualifications for each of the rules. They are used to further refine the criteria set by the rules. For example, a filter could be “customers who placed an order in the past 30 days”.
  • Rule sets

  • Rule sets are several rules that can be connected either with “AND” or “OR” operators. AND operators are used to create segments of customers who meet multiple criteria, while OR operators are used to create segments of customers who meet one or more criteria. For example, you could create a rule-set with two rules: “customers who placed an order in the past 30 days” and “customers who placed an order with an amount greater than $1000”. If you connect these two rules with an AND operator, the segment will include only customers who meet both criteria. When you connect the same two rules with the OR operator, customers that meet either one of the criteria will be included in the segment.
    Segment structure
  • Segment Rules in Amplified

When creating segments in Amplified, there are a variety of rules that can be used to segment your data. These rules can be grouped into several categories, including properties, email and SMS engagement, and past purchases.

Properties

Properties are attributes or characteristics of an audience that can be used to segment them. These can include a variety of information, such as first name, last name, email, phone, email subscription status, SMS subscription status, tags, and the date the contact was created. By using one or more of these properties, you can create segments that align with your marketing goals.

Rules:

  • Has properties or Does not have properties
  • Email Engagement

Email engagement can be used to segment the audience based on how they interact with email campaigns. This allows you to understand which campaigns are most effective, and which users are most likely to engage with them.

Rules:

  • Received email/Did not receive email
  • Opened email/Did not open email
  • Clicked email link/Did not click email
  • Bounced email/Did not bounce on email
  • Marked email as spam/Did not mark email as spam
  • Subscribed to emails/Did not subscribe to emails
  • Unsubscribed to emails/Did not subscribe to emails
  • SMS Engagement

Segmenting your audience based on SMS engagement helps you understand which SMS campaigns are most effective, and which users are most likely to engage with them. This allows you to gain insights into their behavior, optimize your SMS campaigns and improve their effectiveness.

Rules:

  • Received SMS/Did not receive SMS
  • Clicked SMS link/Did not click SMS link
  • Subscribed to SMS notifications/Did not subscribe to SMS notifications
  • Unsubscribed from SMS notifications/Did not unsubscribe from SMS notifications
  • Past Purchases

One effective method of segmenting your audience is through the analysis of their purchase history. By analyzing past purchases, you can gain valuable insights into the behavior and preferences of your customers, and use this information to create targeted campaigns and promotions.

Rules:

  • Purchased product/Did not purchase product
  • Placed order/Did not place order
  • Had order cancelled/Did not have order cancelled
  • Had order fulfilled/Did not have order fulfilled
  • Had order refunded/Did not have order refunded
  • Started checkout/Did not start checkout
  • Abandoned cart or checkout/Did not abandon cart or checkout