Segment Builder 2.0 is designed to make it as straightforward as possible to create the types of custom audiences you may want to target in your campaigns, utilize in your reporting, drill into customer profiles for, or whatever you have in mind within Zaius. To do this, we allow you to create sentences the way your brain thinks! Say you want to target customers who have opened an email at least 3 times in the last 2 weeks - well, just create a sentence of "customers who have done an email open at least 3 times in the last 2 weeks" - it's as easy as that!
Before we jump into creating segments, let's cover the basic layout of Segment Builder 2.0:
Anywhere you see the +Segment button, you'll be able to create, edit, and use segments. Look out for this button throughout the Zaius app:
Clicking that button will open up Segment Builder. On the left, you'll see a searchable list of segments:
If you click on a segment, the preview pane will populate with that segment's definition, along with some metrics:
The header area at the top shows you:
- The segment size
- The date the segment size was last calculated
- The name of the segment
- The number of customers in the segment reachable on each channel (email, app push, web push)
- The number of active customers (customers with activity in the last 30 days)
- The number of inactive customers (customers with no activity in the last 30 days)
And the configuration area shows you how the segment has been defined. More about that soon!
Throughout Segment Builder you'll see your main button options in the top right corner to:
- Preview: Recalculate the segment size and other metrics
- Edit: Shift into edit mode to configure the segment
- Apply: Apply the segment to the page (and also Preview)
- Save: Save the segment (and also Apply and Preview)
In the ellipsis menu, you can also:
- Clone: Clone the segment, and immediately starting modifying the configuration of the new segment
- Delete: Delete the segment so it is no longer accessible in the tool
And of course, in the bottom left corner, you can:
- Create New Segment: Start building a segment from scratch!
The meat of segment builder is in edit mode, where you'll be able to configure new segments or edit existing ones. Our goal here is to enhance your segmentation capabilities in an easy-to-use, intuitive way. To build out these sentences, you'll be piecing together sentence fragments, each of which has one or more options you can select inside of clickzones.
Now we're ready! Let's dig into some of the segment configuration features of Segment Builder 2.0, and drill into some examples while we're at it!
Types of Sentences
In this article we'll dig into the various types of sentences you can create in Segment Builder 2.0. These will include:
- Customers who have (or have not) done something
- Customers who have (or do not have) certain attributes
- Customers who are (or are not) in a segment or list
Customers who have done something
When building out this type of sentence, you will be looking for customers who have performed some specific action. This effectively comes down to choosing a filter or behavior that the customers must have done to qualify for the segment.
Customers who have done a behavior
"Customers who have done a behavior" sentences are broken down into 3 parts:
- Clickzone #1: Customers who have (or have not) done something
- Clickzone #2: a specified behavior
- Clickzone #3: in a specified timeframe
Clickzone #2: Behavior
In clickzone #2, you can select the behavior you want the customers to have performed. The list of behaviors is populated with the behaviors created in the Customers > Behaviors section of the tool.
Clickzone #3: Timeframe
For clickzone #3, you can specify the timeframe for which they performed the specified behavior.
This timeframe works the same way it does in other areas of the app (like ZED dynamic grids) - it specifically changes the timeframe of the first step in the behavior.
Let's say you have an Abandoned Cart behavior, defined as customers who:
- Step 1: added a product to their cart
- Step 2: did not remove that product from their cart ever after
- Step 3: did not purchase that product ever after
When you define the timeframe for the above behavior in Segment Builder, you are requiring that the customers added a product to their cart in that timeframe. If you say "Customers who have done Abandoned Cart in the last 1 day", that will grab you customers who added a product to their cart in the last 1 day, and then didn't remove it from their cart or purchase it since then.
You can specify the timeframe using several relative options for "customers who have done a behavior" sentences:
- In the last: e.g., "in the last 8 hours"
- Between: e.g., "between 3 weeks ago and 1 day ago"
- Before: e.g., "before 6 weeks ago"
- After: e.g., "after 1 day ago" (note: this is the same as "in the last 1 day")
- Ever: when the timeframe doesn't matter, and you simply want customers who have ever performed the behavior
Customers who have done a filter
When creating a "customers who have done a filter" sentence, more options open up to you. These sentences are broken down into 4 main parts, plus a where clause made up of 2 additional parts:
- Clickzone #1: Customers who have (or have not) done something
- Clickzone #2: a specified filter (or combination of filters)
- Clickzone #3: a specified number of times (or with a specified sum, min, max, average, or unique count of a specified field)
- Clickzone #4: in a specified timeframe
- Where Clause Clickzone #1: where a specified field
- Where Clause Clickzone #2: has a specified value
Clickzone #2: Filter
In clickzone #2, you can select the filter you want the customers to have performed. You may select multiple filters here! The list of filters is populated with the filters created in the Analyze > Filters section of the tool.
Clickzone #3: Number of Times, Sum, Min, Max, Average, Unique Count
The default option in clickzone #3 is to specify the number of times you want customers to have performed the specified action. In our example from before, we wanted "Customers who have done an Email Open at least 3 times in the last 2 weeks" - configured just like that, as so:
That "number of times" option can be swapped out as well for other types of sentence fragments! Inside that clickzone, you'll see arrows at the top:
If you toggle through your options there, you'll see you have access to options for How Many Times, Sum, Min, Max, Average, and Unique Count. This allows you to create even more complex sentences, such as "Customers who have done an Order with sum of Order Item Subtotal of at least $1000 in the last 1 year".
Clickzone #4: Timeframe
In clickzone #4, you can specify the timeframe which you want the actions to have been performed during. In our above examples, you can see timeframes of "in the last 2 weeks" and "in the last 1 year". You have more options beyond that, both for relative and absolute timeframes:
- In the last: e.g., "in the last 8 hours" (relative)
- Between: e.g., "between 3 weeks ago and 1 day ago" (relative), or "between January 1, 2018 and July 1, 2018" (absolute)
- Before: e.g., "before 6 weeks ago" (relative), or "before March 15, 2018" (absolute)
- After: e.g., "after 1 day ago" (note: this is the same as "in the last 1 day") (relative), or "after September 1, 2018" (absolute)
- Ever: when the timeframe doesn't matter, and you simply want customers who have ever performed the action
Where Clause Clickzone #1 and #2: Field and Value
With the addition of a where clause, you can create in-line filter customizations! Back to the "email open" example from before, you could specify that you want customers specifically who opened your Cart Abandonment campaign:
Or with the "order" example from before, you could specify that you want customers specifically who ordered Shoes:
Your options for the value of each field will depend on the data type of the field being used:
- Text fields can match based on exact equality ("is", "is not") or a more general match ("contains", "does not contain")
- Number fields have the typical numeric operators such as "at least", "exactly", between", etc.
- Timestamp fields have timeframe choices similar to the Timeframe clickzone, e.g., "in the last", "before", "ever", etc.
- Boolean fields allow you to choose between True and False
Phew! Don't worry, the "filters" style sentences are the most complex. It's smooth sailing from here!
Customers who have certain attributes
When building out this type of sentence, you will be looking for customers who have specific attributes. These are essentially fields on the customer profile.
These sentences are broken down into 3 parts:
- Clickzone #1: Customers who have (or do not have) certain attributes
- Clickzone #2: a specified field
- Clickzone #3: with a specified value
The good news here is that the way these fields work is the same way the "where clauses" work above - so, just check out the previous section, and you have all you need to know!
To leave you with some examples:
Customers with a gmail.com email address:
Customers between the ages of 30 and 39:
Customers in a segment or list
This type of sentence has two main options: customers in a segment, or customers in a list.
These sentences are broken down into 2 parts:
- Clickzone #1: Customers who are (or are not) in a segment or list
- Clickzone #2: a specified segment or list
When creating a "customers who are in a segment" sentence, you are effectively chaining segments together! This can be useful, say, when you have a specific base set of customers who you commonly want to segment on, while still adding additional requirements when you send a specific campaign.
For example, perhaps you have a base segment of your active users, something perhaps like:
You can then utilize that segment inside of another segment for, say, your next newsletter campaign, where you want to target your Active Customers, but also require that the customers have ever browsed Electronics category products:
"Customers who are in a list" sentences rely on lists that you load in the Customers > Email Lists section of the tool. When using these types of sentences, you will target only people subscribed to the specified list.
So, if you're targeting your newsletter list, you may end up with a sentence like this:
And there you have it! We hope that you find Segment Builder 2.0 both easy to use and flexible in creating all your future segments. Enjoy!