Segments
This article explains how to create and manage segments based on a chosen contact list.
Things to know before starting
- Segments are formed from user data provided via the API, manual entry, file import, or behavioral data collected by Wooxy.
- An unlimited number of Groups of conditions and individual conditions within each Group can be established.
- The "And/Or" operators can be managed independently within each Group, regardless of external Group structures.
- Groups support multi-filtering using the "AND" operator to group contacts that match all conditions simultaneously, or the "OR" operator to group contacts that match any single condition. When multiple groups are created, these operators can be applied globally at the top of the settings to define the logic between the groups.
- Segment recalculation requires a waiting period that depends on the size of the Contact List or the current processing queues.
- Segments not included in an Automation must be updated manually on the segment lists page or within the Segment itself.
- Segments used in Automations are periodically recalculated, with a final compliance check performed automatically before any communication is sent.
- The segment lists page displays the contact count from the last recalculation; actual numbers may fluctuate as contacts are added or removed in real-time.
- Manual recalculation is necessary after adding new contacts or updating information to ensure the Segment reflects current data.
- Deactivated contacts are excluded from Segments even if they meet all specified filtering conditions.
- One-time Segments can be created during Campaign setup using the "Add filter" option; these are not saved to the general Segment list and apply only to that specific Campaign.
Create segment
Step-by-step instructions
Select the appropriate domain from the drop-down menu in the lower-left corner if multiple domains are active.
Navigate to the "Audience" section.
Click the "Segments" button.
Click on the “Create” button.
From the drop-down menu, select the Contact List to be segmented.
Type in the name of the Segment.
Set up the filters and conditions within the Group by selecting them from the drop-down menu.
Press the “Save Segment” button to finish.
-
Segmentation categories
- Variables - custom variables specifically created for the selected Contact List.
- Contact Fields - basic contact information derived from standard service variables in the Wooxy platform.
- Subscription - filters for identifying contacts who are subscribed to or unsubscribed from specific communication channels.
- Marketing - grouping contacts by acquisition source or marketing channel.
- Demography - filters used to group contacts by demographic characteristics.
- Social Networks - sorting of contacts based on the social network accounts associated with them.
- Geography - grouping of contacts according to their registered timezone.
- Engagement - segmentation options based on how users react to and interact with communications.
- Behavior - behavioral segmentation using events to categorize users based on interactions, distinguishing between simple events and conversion events.
Manage segments
Select the appropriate domain from the drop-down menu in the lower-left corner if multiple domains are active.
Navigate to the "Audience" section.
Click the "Segments" button.
Sorting of segments by name and searching by name or unique ID.
Navigate to a list of matching contacts by clicking the segment name or to the source list by clicking the Contact List name.
Updating the contact count via the "Recalculate" button and viewing the last update timestamp in the "Contacts" column.
Modification of segment settings, filters, and group conditions through the "Edit" and "Edit Segment" buttons.
Access to a comprehensive overview of segment parameters and details via the "Info" button.
Generation of a .CSV file of matching contacts for download in the Import/Export section using the "Download" or "Export Segment" buttons.
Adding or removing tags via the "More" menu to organize analytics reports and track performance across different mailings.
Permanent removal of segments individually or in bulk with no recovery option.
Display matching contacts with identifiers on the left, and clickable names that lead to profiles.
Customization of the contact table by dragging column widths or using header menus to pin, unpin, or hide specific fields.
Bulk management of selected contacts to change statuses, update channel permissions, or modify variable values.
Permanent removal of contacts from both the segment and the corresponding Contact List upon deletion.
Detailed statistical breakdown of total contacts, channel-specific subscriptions, blacklisted entries, and declined Web Push requests.
Visibility of all active filtering groups and conditions that define the segment in the summary view.
Selection of specific metrics and variables to be displayed in the contact list table via the "Display settings" button.
-
Details
- Segment name - the name of the Segment along with its unique ID.
- Creation date - the specific time and date when the Segment was created, according to the account’s time zone.
- Status - indicates the current state of the recalculation: Ready (finished), Failed (unsuccessful), or Processing (ongoing; this may take time for large Contact Lists).
- Tags - the list of tags associated with the Segment for organizational and reporting purposes.
- Segment Groups and conditions - a summary of all active filtering conditions, their associations, and the applied And/Or logic.
Segment example
Wooxy offers numerous segmentation options based on user behavior and responses to communications sent via our platform, enabling maximum audience engagement. Below are practical examples of how to structure segments to achieve specific marketing goals.
Segments can be created based on any custom variable to target specific actions. For instance, by creating a variable named "paidAccount" and updating it to "1" immediately after a customer makes a purchase, paying users can be grouped together. This enables targeted promo codes to be delivered to this specific audience, encouraging repeat purchases and increasing overall sales.
Segmenting the audience by gender enables personalized offers. When a product range is diverse, certain items may be more attractive to one gender than another. Segmenting the audience this way ensures that the most relevant products are promoted to the right users, enhancing campaign effectiveness.
Multi-filter segments can be used to narrow the audience to a specific subset. For example, to target only New York City residents aged 20 or older, create a segment using the "AND" operator between the specified conditions. This precise targeting ensures the communication reaches only the intended demographic.
