Segments empower you to group customers with similar characteristics or behaviours, enabling you to customise campaign messaging for maximum engagement. By leveraging segments, you can tailor marketing efforts, enhancing relevance and personalisation to drive higher engagement, conversions, and sales.

Shopify segments are groups of customers categorised based on various criteria such as purchase history, demographics, and behaviour. These segments help merchants target specific customer groups with tailored marketing campaigns, discounts, and promotions, leading to improved customer engagement and sales.

Explore a variety of pre-defined customer segments in the 'Segments' section, under the name "BIK Smart Segments." Our curated list is tailored to your customers' behaviours, aiding you in pinpointing the ideal audience for your upcoming campaign!

Here is the complete list of ready-to-use smart segments you will find on your dashboard:

Custom segments in Shopify are manually created groups of customers based on specific criteria set by the merchant. These criteria can include purchase history, location, and other attributes. You can create custom segments in three ways: using the filters, importing from Excel, or using Excel with customer variables. This flexibility allows you to tailor your segments to fit your unique business needs and target audience effectively.

1) Are there any limitations to the number of segments I can create in BIK?

There are no specific limitations on the number of segments you can create in BIK. However, it's important to manage your segments effectively to ensure they remain useful and relevant to your marketing efforts.

2) What is the difference between smart segments and custom segments?
Smart segments are predefined segments based on customer behaviour, while custom segments are manually created groups of customers based on specific criteria set by the merchant.

3) Are segments updated in real-time?
Yes, segments are updated in real-time. You can ensure the segments reflect the latest data by clicking on "Refresh user count" in the respective segments.

4) How can I get the list of customers created via filters?

You can obtain the list of customers that match specific criteria by selecting "Get customer list on email" in the segment options.
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​5) Can I edit segments created via Excel?
No, you can't edit segments uploaded via Excel directly. However, you can edit the Excel file, create a new segment, and delete the old segment.

​6) What are the events I can use for segmentation?
You can use the following events to create filter-based segments:

​7) What are the user properties I can use for segmentation?
You can use the following user properties to create filter-based segments:

​8) Can I segment my customers based on their location or demographics?
Yes, you can use the address-related user properties (city, state, country, PIN/ZIP codes etc.) of customers to create segments as required. The address-related are populated based on the default address added by your customers.

​9) Is the data for events/event properties & user properties populated retrospectively as well?

​10) Can I combine multiple segments to create a more specific audience for a campaign?
Yes, you can combine multiple segments while creating a new filter-based using the “part of a segment” filter and combine multiple segments.

​11) What is the maximum number of filters I can apply to a dynamic segment?
There is no limitation on the number of filters we can apply while creating a segment. However, we recommend you to use not more than 10 filters at once for optimal performance.

​12) How often do filter-based segments update based on changes to customer behaviour or properties?
Filter-based segments are not refreshed automatically as of now. You can use the ‘Refresh’ button to manually update the segment as per your requirements. Automatic-refresh of segments at regular intervals is in our roadmap though and we’ll keep you posted on this.

​13) How much time does it take to refresh a filter-based segment?
Depending on the customer data available & the filters applied for a particular segment, it can take anywhere between 10-0 seconds to refresh a segment (or calculate the count of customers in a segment)

​14) Can I create exclusion rules for dynamic segments to exclude certain customers or behaviour?
Yes, you can use the “Exclude customers with certain property” checkbox to exclude customers as per your requirements.

​15) Can I create segments based on customer interactions outside of my Bik-connected store, such as social media engagement or email activity?
We can only use customer interactions with channels connected with Bik to create segments. You can create segments on how your customers interact with an email campaign sent via Bik, but not on interactions outside of this, for like a support-related email sent by them.

16) How can I send events/event properties & user properties if I using a custom website?

You can integrate your store with our APIs in order to push custom events. However, you can still download customer data from your customer data management systems in an Excel file & upload them on Bik to create segments as per your requirements.

17) Can I segment my customers based on custom events pushed through the API?

Currently, custom events pushed through our APIs cannot be used to create segments.

18) Can I add custom properties for my events and use them while creating segments?

Currently, custom events/properties can't be added to the segment builder. But such cases can be handled on case to case basis & reach out to our support team to solve this.

19) What is the maximum number of customers that I can upload in an Excel-uploaded segment?

You can upload a file which is upto 10 MB large. This can help you upload around 3 lakh customers at once based on the contact details you add.

20) How much time does it take to upload an Excel file to create a segment?

This depends on the how large the customer data which you want to upload is.

21) Will the platform automatically remove duplicates in the uploaded static list?

Yes, we audit the uploaded data to automatically remove any duplicates or invalid data.

22) Are customer name, customer email ID & customer phone number all mandatory while uploading customers via Excel upload?

No, any one of either customer email ID or their phone number are sufficient to create a customer and use them in a segment for sending a campaign. However, we recommend you to add the name to help you identify customers better & also to personalise messages using variables.
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For instance, if you want to send an email campaign, you can upload just a list of customer names with their email IDs & leave the phone number campaign blank.

23) Can I edit or remove individual customer information in a static list after it has been uploaded?

No, once a segment has been created by uploading a file, it cannot be edited to remove individual customers. You would have to create a new segment with the revised data.

24) How much time does it take to refresh a Shopify segment?

Depending on the customer data available on your Shopify store, it can take up to 15-30 minutes to refresh Shopify segments

25) Can I create sub-segments within a segment?

We cannot create sub-segments within a segment. You can still add additional filters as required on an existing segment to create new, refined segments.

26) How do I know which messaging channels are most effective for my segments?

‘Segment details’ also include the reachability of a particular segment on each of our channel. You can use this information to decide which channel would work the best for that segment.

27) What kind of reporting is available for dynamic segments, and how can I use it to optimize my campaigns?

You can understand the aggregate behaviour of a segment i.e., number of orders, order value, messages sent & recency of interaction in the ‘Segment details’. You can use this to determine the type of content you want to send. For example, segments with higher average order value can be given more discounts.

28) Are there any additional costs associated with using segments?

No, segment creation & management is covered your existing contract & no additional charges are applicable on this.

29) Can I schedule campaigns to automatically run for specific segments at certain times?

Currently, campaigns cannot be automatically scheduled based on specific segments.

30) How does the 'Email marketing consent' attribute get updated? What about SMS and Whatsapp marketing consent user properties

For further assistance or to raise feature requests related to campaign segments, please contact [email protected]