There are several different filters available to use when segmenting your audience. Once a primary filter has been set (such as Product Purchased), several secondary filters will become available for more accuracy (such as how many times that Product has been purchased and a date range). You can add multiple filters to further extend the level of segmentation.
- To choose a filter, navigate to Group Messaging
- Select Create New Group
- Select 'Segment'
- Purchased - The amount of a purchases made over a time period.
- Spent - How much has been spent and over a time period.
- Purchased Product - The product purchased and it's variant. The amount of times that product has been purchased and over a time period.
- Average Order Value - What the average order is over a time period.
- Purchased Using Discount - Orders using a discount over a time period.
- Date of First Order - Time period can be set.
- Date of Last Order - Time period can be set
- Date of Last Outgoing Message - Time period can be set
- Date of Last Incoming Message - Time period can be set
- Current Lifecycle Status - Whether a customer is active or has churned.
- Current Commerce Subscriber Status - Whether a customer has an active subscription.
- Sent Incoming SMS Message - Which text or keywords are contained within customer replies over a time period.
- Default Address Country - Select the country from a list
- Default Address State (US only) - Select the state from a list
- Select Address City - Freetype the city
- Default Address Zip/postcode - Freetype the postal address (this will work for any country which contains a postal code.)
With every filter you can select whether the results of the filter should either contain or not contain the information in the search. Example: To find all those subscribers who have never made a purchase, use the filter Has Not - purchased - at least once - In all time
Using Multiple Filters
You should consider using multiple filters to get the most accurate results.
Using the 'AND' option
To add to multiple separate filters you should use the 'AND' option. Example: I want to find all subscribers who have purchased twice or more in the last 180 days but who are not on a current subscription. I would use the filters:
Has - Purchased - More than once - In the last...-180 days
Has Not - Current Commerce Subscription - Active Subscriber
Using the 'OR' option
To add to an initial filter you can use the 'OR' option. This can be useful if wanting to add multiple criteria as the first stage of a larger filter. Example: I want to find out any customer who has opted in using one of two discount codes (setup using smartlinks) DISCOUNT10 and DISCOUNT20 and yet hasn't made a purchase. For the initial filters I would use:
Has > Sent Incoming SMS Message > Text is exactly > DISCOUNT10 > In all time
Has > Sent Incoming SMS Message > Text is exactly > DISCOUNT20 > In all time
I would then add another separate filter using the ADD
Has Not > Purchased > At least once > In all time