Dynamic Segmentation Setup Guide

What are segments?

Segments are a powerful tool for merchants, enabling them to create subgroups within their main customer list for targeted campaigns and strategic initiatives. The primary purpose of segments is to focus on specific groups based on their behavior or characteristics.

Setup Guide

1. Contacts > Segments > Create New Segment.
2. Title your segment based on the subgroup you'd like to target.
3. Criteria contains - subscriber attributes & activities, purchase behavior, subscriber tags, & Custom Fields.
4. Add multiple conditions to further break down your segment list if desired.

Targeting

In Marketing and Text-to-Buy Campaigns, find your customer segments in the select receipts section of who you'd like to target with the campaign.

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