Segments Overview

Segments are used to create group of subscribers based on a wide range of different criteria using data from within Voyage or from an integration. You can also create a segment based on your own imported customer list, where you've perhaps segmented on data outside Voyage or our integrations. All of this versatility in segmentation enables you to target the right audience with just the messages.

 

 


Navigation and Overview

The segments we'll be showing you in this article can be selected and used when creating one-time campaigns.

Start by visiting the Segments main menu item [1]. Here you'll see a list of all your existing segments with the Segment name [2], the number of people included in the segment [3], and when the segment was last modified [4]. On the far right is also where you edit [5] or archive [6] existing segments. Click on the blue New Segment button in the top right corner [7] to continue:

Navigate-and-Overview-of-Segments

 


Creating a New Segment

On the Create Segment page, you'll want to give your segment a concise but descriptive name [1]. You may want to review and update the name after you are done populating all your filters. There are two classes of filters: matching filters [2] and exception filters [3]. By clicking on Add Filter [4] under either, you'll add a filter row [5]:

Create-New-Segment-First-Filter

 

That newly added row has a "select values" drop down [1] that will show all your available filter sources [2]. Read more here if you don't see a source you expected. Hovering over any source [2] will expand the filter options thereunder [3]. In our example, we already selected Voyage > "placed order". You can see that selection here [4] along with some new fields to the right:

Browse-and-Select-Filter-Narrow

 

By clicking on the second field which happens to be a drop down field, we can see a number of other options for this logical operation [1]. It's best to read the filter statement from left to right like a sentence to understand what it's behavior will be. In our example, we'll select "greater than" and put a 1 in the next field [2] to ensure we only include those who have made two purchases. Then we make another logic choice [3] and limit how many days this filter applies to [4]:

Two-or-More-Purchase-in-Two-Weeks-Filter

 

As you can see, each filter selection will have it's own set of logical qualifiers and fields to fully define the filter's behavior. To see a comprehensive list of all segment filters, check out our segment glossary article [in review]. We won't cover them all in this article, but here are a few more examples to see what the various UI elements look like.

We've added one more "total spent" filter [1] from Shopify, which has these options for logic [2] and a single numeric field [3] to accept the spend amount. Down below, under the exception conditions, we've added a "campaign" filter [4] to ensure we don't include anyone we've already contacted in the last two days in this segment. We also added a "placed order" [5] filter to remove anyone who has made a purchase in the last 24 hours. The "Subscribers in Segment" field [6] updates in real time to show an estimate of how many customers will be included. When you are all done, click Create Segment [6] at the bottom to save your changes:More-Selections-for-Filters

 

 


Uploading a CSV

You can also create a set of custom attributes by uploading a CSV file, then use these custom attributes to define a segment. We have a complete article on this manual CSV upload process here.

 

Learn More

Best Practices on Segmentation

 

 

If you have any additional questions please contact us at service@voyagesms.com.