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1 (% class="lead" %)
2 The segment builder allows you to build complex segments using data about customers, products, purchases, and events.
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4 Content:
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6 {{toc depth="4" start="2"/}}
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8 == General information ==
9
10 Segment can be used for sending email/SMS/push notifications, uploading to CSV. See **Segment actions** below for a complete list of actions. The segment Builder allows you to segment your customers by the following characteristics:
11
12 * **Customer attributes** (gender, age, city, etc.);
13 * **Behavior** (bought X items from category Y, used promo code Z, made his/her last order more than N days ago);
14 * **Tags** (buys only promotional items, prefers credit);
15 * **[[Metrics>>doc:.Metrics.WebHome||style="background-color: rgb(255, 255, 255);"]] and scoring** (CLTV, average receipt, RFM score);
16 * **Communications** (participated in campaign, opened mailing, etc.);
17 * **[[Events>>doc:Main.Using.Smart_Communications.Events.WebHome]]** (called to Call Center, requested password recovery, etc.);
18 * **Website events** (visited the website X days ago, viewed product Y, and visited the website section Z);
19 * **Bonus balances** (if loyalty platform integration is enabled);
20 * **[[Promo codes>>doc:Main.Using.Smart_Communications.Promo_codes.WebHome]]** (number of promo codes issued, issued a promo code from the group);
21 * **[[Polls>>doc:Main.Using.Smart_Communications.Survey.WebHome]]** (participated in poll X, selected option Y in response to question Z).
22
23 == {{id name="01"/}}Creating new segment ==
24
25 To create a new segment, in the main menu select section **Customers -> User segments**. Click **Create segment** button.
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27 |(% style="border-color:white; text-align:center" %){{lightbox image="Segment_create1.png" width="1000"/}}
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29 |(% style="border-color:white; width:732px" %)(((
30 === Description of segment conditions ===
31
32 A segment is defined with a set of **conditions (filters)**. To describe a condition, select the desired attribute and specify its required value. See the example of the requirement "Customer from Paris" to the right.
33 )))|(% style="border-color:white; text-align:center; width:707px" %){{lightbox image="Ex.png"/}}
34 |(% style="border-color:white; width:732px" %)(((
35 * (((
36 To select the attribute you want, start typing its name in the search box. For example, type "product". Only attributes that contain the entered text will remain in the list:*
37
38 (((
39 in the name: "Average price of a product in a check", "Product identifier";
40 )))
41
42 * (((
43 or in the name of the group: group "Product", attributes "Product identifiers", "Product name", etc.
44 )))
45 )))
46 )))|(% style="border-color:white; text-align:center; width:707px" %){{lightbox image="Filter_en.png" width="300"/}}
47 |(% colspan="2" style="border-color:white; width:732px" %)(((
48 * n the next field, set the search conditions:
49 ** **equals,**
50 ** **not equal,**
51 ** **begins with,**
52 ** **does not begin with,**
53 ** **contains,**
54 ** **does not contain,**
55 ** **ends in,**
56 ** **does not end in,**
57 ** **empty,**
58 ** **not empty**.
59 * In the last field it is necessary to set the value by which the customers will be searched (in the example in the image above, this field contains the value “Paris”).
60 )))
61 |(% style="border-color:white; width:732px" %)(((
62 === Actions with segment conditions ===
63
64 The following actions are available when constructing a segment:
65
66 * **Add one condition;**
67 * **Add a group of conditions;**
68 * **Copy condition;**
69 * **Delete condition;**
70 * **Clarify condition** (available for some conditions only).
71 )))|(% style="border-color:white; text-align:center; vertical-align:middle; width:707px" %){{lightbox image="Condition22.png" width="200"/}}
72 |(% style="border-color:white; width:732px" %)(((
73 There are several ways of clarification. For any clarification other than "In the last", you can set the period of validity:
74
75 * For the last X days;
76 * For the absolute period from X to Y;
77 * For the relative period from X to Y days ago.
78 )))|(% style="border-color:white; text-align:center; width:707px" %){{lightbox image="Details_en.png" width="500"/}}
79 |(% colspan="2" style="border-color:white; width:732px" %)(((
80 * **In the last. **Only customers who paid for their last order using PayPal will be included in the segment.
81 * **In the first.** Only customers who paid for their first order using PayPal will be included in the segment.
82 * **Not once.** Only customers who have never paid for their order using PayPal will be included in the segment.
83 * **Not less than, Exactly, Not more than.** Only customers who have paid using PayPal for at least/exactly/no more than the specified number of orders will be included in the segment. For example, exactly 5 orders.
84 * **Only such.** Only customers who paid for all of their orders using PayPal will be included in the segment.
85
86 For any clarification other than "In the last", you can set the period of validity:
87
88 * During all the time;
89 * For the last X days;
90 * During the absolute period, abs (from X to Y);
91 * During the relative period, rel. (from X to Y days ago).
92 * Day of the week, abs.
93 * Day of the week, rel.
94 * Purchase time.
95
96 |(% style="border-color:white; width:769px" %)(((
97 For example, the payment had the status "Hold" at least 5 times in the last 180 days:
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99
100 )))|(% style="border-color:white; width:651px" %){{lightbox image="Ex1.png"/}}
101 |(% style="border-color:white; width:769px" %)The payment had the status "Hold" at least 5 times between July 1, 2022 and July 1, 2023:|(% style="border-color:white; width:651px" %){{lightbox image="Ex2.png"/}}
102 |(% style="border-color:white; width:769px" %)The payment had the status "Hold" at least 5 times between 1 and 100 days ago:|(% style="border-color:white; width:651px" %){{lightbox image="Ex3.png"/}}
103 )))
104 |(% colspan="2" style="border-color:white; width:732px" %)(((
105 === Combining conditions with AND and OR ===
106
107 For complex segments, you can use an unlimited number of filters by combining them by means of conditions **and/or**. To add a filter, use the **Add** button.
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109 |(% style="border-color:white; width:665px" %)(((
110 * If conditions should be satisfied simultaneously, select AND.
111
112 For example, you need to create a segment: "All customers who live in Paris, who have made at least 5 orders.”
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114 Two conditions must be met simultaneously, so you have to use AND.
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116
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118 )))|(% style="border-color:white; width:755px" %){{lightbox image="AND.png"/}}
119 |(% style="border-color:white; width:665px" %)(((
120 * If at least one of the conditions should be satisfied, select OR.
121
122 Let’s look at another segment: "All customers whose orders total is more than 3,000, or whose last order was more than 500." At least one of the conditions must be met, so you must put an OR between them.
123
124
125 )))|(% style="border-color:white; width:755px" %){{lightbox image="OR.png"/}}
126 )))
127
128 (% class="box errormessage" %)
129 (((
130 **If comparison is used in the condition (more/less/equal, etc.), then the segment will not include customers whose field is not filled.**
131
132 For example, consider the condition "Name is not equal to Mary". If a customer's field “First name” is empty, the customer will not be included in the segment.
133
134 The **Comparison operators** are: equal/unequal/more/more or equal/less/less or equal/between/begins with/not begins with/contains/does not contain/ends with/not ends with.
135
136 The same logic works for receipts.
137
138 To include customers whose field is empty to the segment, you must use the "empty" condition.
139
140 For example, you want to see a list of all customers whose name is not Mary or whose name is unknown. The condition will look like this:
141
142 |(% style="border-color:rgba(255, 255, 255, 0.314); text-align:center" %){{lightbox image="IsNotMary.png" width="500"/}}
143 )))
144
145 |(% style="border-color:white; width:701px" %)The conditions in the segment builder can be **swapped**. To do this, left-click the icon highlighted in red on the picture below and drag the condition to the desired location.|(% style="border-color:white; width:737px" %){{lightbox image="swap.png"/}}
146
147 == Actions with segment ==
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149 |(% style="border-color:white; width:732px" %)(((
150 You can perform the following actions with the built segment:
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152 1. (((
153 **Select:** display [[all customers>>doc:||anchor="01"]] included in the segment (% id="cke_bm_1588S" style="display:none" %) (%%)([[image:attach:1.png]]).
154 )))
155 1. (((
156 **Reset:** delete all conditions in the Builder (% id="cke_bm_3103S" style="display:none" %) (%%)([[image:attach:2.png]]).
157 )))
158 1. (((
159 **Save:** save the segment to "My Segments" for later use. To save the segment you must specify its name (% id="cke_bm_5375S" style="display:none" %) (%%)([[image:attach:3.png]]).
160 )))
161
162 Smart Communications Module comes with 11 pre-configured segments as examples.
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164 Building a segment can take up to 1 minute. During this time, the loading indicator is displayed.
165 )))|(% style="border-color:white; width:706px" %){{lightbox image="Actions1.png"/}}
166
167 == {{id name="01"/}}Viewing customer list ==
168
169 The list displays all customers from specified segment and calculates segment metrics so you can evaluate the selected audience.
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171 Each criterion shows its numerical value and percentage of the total number, or deviation from the average.
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173 |(% style="border-color:white; text-align:center" %){{lightbox image="Customers.png" width="800"/}}
174
175 The following actions are available in the customer list (see the image below):
176
177 ~1. Configure number of records per page ([[image:attach:1.png]]).
178 2. View information on other pages ([[image:attach:2.png]]).
179 3. Sort records in ascending/descending order by any column ([[image:attach:3.png]]). For example:
180
181 * Display all customers in alphabetical order.
182 * Show first those who made the most orders.
183
184 4. Filter the list of customers by an additional condition ([[image:attach:4.png]]). For example, to select only customers with the name John, enter "John" in the search field.
185 5. Perform **Actions with segment** ([[image:attach:5.png]]).
186 6. [[Change set of fields>>https://docs.loymax.net/xwiki/bin/view/Main/Using/Smart_Communications/Settings_SC/Data_field/Views_management/]] on the screen ([[image:attach:6.png]]).
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188 |(% style="border-color:white; text-align:center" %){{lightbox image="Actions2.png"/}}
189
190 (% class="box infomessage" %)
191 (((
192 The results of segment sampling are stored in the cache for about an hour. If during this time new data appeared in the system, it will not immediately become visible in the Builder.
193 )))
194
195 == Actions with segment ==
196
197 You can perform the following actions with segment:
198
199 * [[Upload contents to CSV>>doc:||anchor="H41244B43344044343743A43044143543343C43543D442430432CSV"]]
200 * [[Save the segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]];
201 * [[Create a mass mailing by email>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.WebHome]];
202 * [[Create an SMS mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.SMS_mailings.WebHome]];
203 * [[Create a push mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]];
204 * [[Create a poll>>doc:Main.Using.Smart_Communications.Survey.WebHome]];
205 * [[Create a target audience>>doc:Main.Using.Smart_Communications.Campaign_list.Actions.WebHome]];
206 * Set a task;
207 * [[Accrue bonus points in Loyalty Program>>doc:Main.Using.Smart_Communications.Campaign_list.Actions.WebHome]].
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209 (% class="box infomessage" %)
210 (((
211 The set of available actions depends on the configuration of your account. The set of fields in the Segment builder and their representation [[are customized>>url:https://docs.loymaxsc.net/v/en/features/settings/fields]] individually.
212 )))
213
214 === {{id name="02"/}}Downloading segment to CSV ===
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216 |(% style="border-color:white; width:726px" %)(((
217 To download a customer segment to CSV, you must select the text encoding:
218
219 * **Choose file format: **UTF-8, Windows, XLS, .XLSX, .ODS, HTML.
220 )))|(% style="border-color:white; width:712px" %){{lightbox image="Export1.png"/}}
221 |(% style="border-color:white; width:726px" %)(((
222 * (((
223 **Select the fields for export. **To add a field to the CSV file, you must drag and drop it from the left column to the right column. Field search by name is available. The order of the fields in the CSV file can be changed by dragging and dropping them.
224 )))
225 )))|(% style="border-color:white; width:712px" %){{lightbox image="Fields1.png"/}}
226
227 === Import of segments into the Loyalty module ===
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229 |(% style="border-color:white" %)(((
230 Segments are used in campaigns and mailings that are run by the Smart Communications module. All segments can be imported from the Smart Communications module into the Loyalty module. Segments can be used in [[the Loyalty module>>doc:Main.General_information.Loymax_Loyalty.WebHome]] in offers, in group accruals/deductions, in promotional materials and mailings conducted by the Loyalty module.
231 )))
232
233 |(% style="border-color:white; width:974px" %)(((
234 To upload segments to the Loyalty module, you should perform the following actions:
235
236 1. Create a new segment or open a saved segment in the list of user segments.
237 1. In the opened Segment Builder, click the **Add Audience** Button (see the picture on the right).
238 1. Create new target audiences. Delete the old ones, if necessary. Read more about target audiences [[here.>>https://www]]
239 1. Tick the **Transfer to the Loyalty Program** checkbox.
240 1. Click **Save**.
241 )))|(% style="border-color:white; width:464px" %)[[image:attach:tags.png]]
242 |(% style="border-color:white; width:974px" %)After that, the transferred segments will be displayed in the [[CRM ~> Target Audiences>>doc:Main.Using.MMP.CRM.Target_groups.WebHome]] section.|(% style="border-color:white; width:464px" %){{lightbox image="Target_en.png"/}}
Created 13/12/2023 12:49
Last edited 07/08/2024 16:41

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