Segment Filters:
Segment filters are powerful tools that enable you to precisely target specific groups of customers within your audience based on various criteria. By using segment filters, you can tailor your marketing efforts, personalise customer experiences, and drive better engagement and conversions.
To create segment filters, navigate to the "Create Filter" screen where you can select from various types of filters according to your specific requirements.
1. Creation of Filters Based on Events:
You can filter out customers based on the events they were or were not a part of. For this, you can choose either "Performed Event" or "Didn't Perform Event" from the filter dropdown.
Performed Event & Didn't Perform Event:
Performed event : Allows segmentation based on events or actions performed by users.
Didn't Perform event: Segments users based on events or actions they did not perform.
You can select the event name from the event name dropdown.
The following events are supported by BIK.
Page Viewed: Indicates when a user views a specific page on the online store.
Added to Wishlist: Shows when a user adds a product to their wishlist for future consideration.
Product Viewed: Indicates when a user views details of a specific product.
Order Cancelled: Occurs when a user cancels an order before it's fulfilled.
Keyword Searched: Shows when a user performs a search using specific keywords.
Add to Cart: Indicates when a user adds a product to their shopping cart.
Messaging Sent: Shows when a message is sent to a user via a messaging platform.
Delivered: Indicates when an item has been successfully delivered to a user.
Clicked: Occurs when a user clicks on a specific link or button.
Failed: Indicates when an action or process fails to complete successfully.
Opted Out: Shows when a user opts out of receiving further communications.
Campaign QRB Clicked: Occurs when a user clicks on a specific link within a campaign.
Read: Indicates when a message or communication has been read by the user.
Replied: Shows when a user replies to a message or communication.
Node Executed: Occurs when a node in a journey or workflow is executed.
Node Triggered: Indicates when a node in a journey or workflow is triggered.
Flow Triggered: Shows when a flow or sequence of actions is triggered.
New User Acquired: Occurs when a new user creates an account or signs up.
Email Received: Shows when an email is received by the user.
Gmail Received: Indicates when a Gmail message is received by the user.
Ticket Assigned to Agent: Occurs when a support ticket is assigned to a specific agent for resolution.
SLA Breached: Indicates when a service level agreement (SLA) is breached.
Chat Session Closed: Shows when a chat session with a user is closed.
Ticket Stage Change: Occurs when the stage of a support ticket changes.
Conversation Created: Indicates when a new conversation is initiated with a user.
Customer Acquired: Shows when a new customer is acquired through marketing efforts.
Lead Generated: Occurs when a new lead is generated through marketing or sales activities.
Reward Disbursed: Indicates when a reward or incentive is disbursed to a user.
Subscription: Shows when a user subscribes to a service or product.
Review Created: Indicates when a user creates a review for a product or service.
Payment Link Update: Occurs when there is an update to a payment link.
Purchased a Product: Indicates when a user completes a purchase of a product.
Product Delivered: Shows when a product has been delivered to the user.
Order Delivered: Indicates when an order has been successfully delivered to the user.
Line Item Shipping Update: Occurs when there is an update to the shipping status of a specific line item in an order.
Abandoned a Cart: Indicates when a user abandons their shopping cart without completing the purchase.
Abandoned Product: Shows when a user abandons viewing a product without taking any further action.
Customer Created: Indicates when a new customer account is created.
Ordered: Occurs when a user places an order for a product or service.
Event Frequency filter:
When filtering based on "Performed Event" or "Didn't Perform Event," you have the flexibility to specify the number of times an event occurred and the time frame within which it occurred. These options provide detailed control over segmenting your audience to meet your marketing objectives.
Number of Times Filter:
Exactly: Select users who performed the event exactly the specified number of times.
Atleast: Choose users who performed the event at least the specified number of times.
At Most: Filter users who performed the event at most the specified number of times.
Time Frame Filter:
Today: Segment users based on event occurrence on the current day.
Yesterday: Select users based on event occurrence on the previous day.
Last 7 Days: Choose users based on event occurrence within the last 7 days.
Last 30 Days: Filter users based on event occurrence within the last 30 days.
This Week: Segment users based on event occurrence within the current week.
Last Week: Select users based on event occurrence within the previous week.
This Month: Filter users based on event occurrence within the current month.
Last Month: Choose users based on event occurrence within the previous month.
Relative Time Frame Filter:
Exactly: Specify an exact number of days for event occurrence.
In the Last: Choose users based on event occurrence within a specified number of days.
In Between Last: Select users based on event occurrence between two specified dates.
Absolute Time Frame Filter:
On: Choose users based on event occurrence on a specific date.
Not On: Exclude users based on event occurrence on a specific date.
In Between: Select users based on event occurrence between two specified dates.
Not In Between: Exclude users based on event occurrence between two specified dates.
Before: Choose users based on event occurrence before a specific date.
After: Select users based on event occurrence after a specific date.
Adding Event Property Filters:
By clicking on the "Add Event Property" button, you can further refine your customer segments based on specific event information. This functionality allows you to filter customers based on various properties associated with the event. For instance, when filtering for "Product Viewed," you can utilise the following event properties:
Product ID: The unique identifier of the product viewed.
Product Name: The name of the product viewed.
Collection ID(s): The ID(s) of the collection(s) associated with the event.
Collection Name(s): The name(s) of the collection(s) associated with the event.
Variant Name(s): The name(s) of the variant(s) associated with the event.
Variant ID(s): The ID(s) of the variant(s) associated with the event.
Broadcast ID: The unique identifier of the broadcast associated with the event.
Broadcast Name: The name of the broadcast associated with the event.
Utilising these event properties empowers you to create highly targeted and personalised customer segments based on specific interactions, such as product views. This level of granularity enables you to tailor your marketing strategies and campaigns more effectively, leading to improved customer engagement and higher conversion rates.
2. Filtering Customers as Part of a Segment:
When utilizing segment filters, you can choose "Part of Segment" as a filter option from the dropdown menu. This functionality allows you to target customers who are part of a specific segment. The segment can be defined by various criteria and may include:
Excel Uploaded Segment: Segments created from customer data uploaded via Excel files.
Filter-based Segment: Segments created using filter criteria such as demographics, purchase behaviour, or engagement metrics.
BIK Smart Segment: Segments generated by algorithms based on predictive analytics.
Shopify Segment: Segments created based on customer data collected from Shopify, an e-commerce platform.
3. Filtering Users Based on User Properties:
When using segment filters, you can select "Have User Property" as a filter option to target users with specific properties. These properties provide valuable insights into user attributes and behaviors, allowing for precise segmentation. Some of the user properties that can be used for filtering include:
RFM Segment: Segments users based on their Recency, Frequency, and Monetary value.
Customer Tags: Tags assigned to customers for categorization or identification purposes.
Customer City, State, Country, Zip: Geographic location details of customers.
Total Order Count: The total number of orders placed by the customer.
Total Order Value: The cumulative value of all orders placed by the customer.
Order Average: The average value of orders placed by the customer.
Last Order Date, First Order Date: The dates of the last and first orders placed by the customer.
Last Active Date: The date when the customer last interacted with your platform.
Customer Source: The source or channel through which the customer was acquired.
Customer Accepts Marketing: Indicates whether the customer has opted to receive marketing communications.
SMS Marketing Consent, Email Marketing Consent: Consent status for receiving SMS or email marketing.
Total Messages Sent: The total number of messages sent to the customer.
Last Broadcast Date: The date of the last broadcast received by the customer.
Total Broadcasts Received: The total number of broadcasts received by the customer.
Customer Tax Exempt: Indicates whether the customer is tax-exempt.
Customer Phone Number, Alternate Phone Number: Contact numbers of the customer.
Customer Email: Email address of the customer.
Customer First Name, Last Name: Names of the customer.
Customer Address Line 1, Address Line 2: Address details of the customer.
Instagram Followers Count: Number of followers on the customer's Instagram account.
For each user property, you can further refine your query using the following options:
Is: Matches users with the specified property value.
Is Not: Excludes users with the specified property value.
Contains: Matches users whose property value contains the specified text.
Doesn't Contain: Excludes users whose property value does not contain the specified text.
Starts With: Matches users whose property value starts with the specified text.
Ends With: Matches users whose property value ends with the specified text.
Exists: Matches users who have the specified property.
Doesn't Exist: Excludes users who do not have the specified property.
FAQs:
1. Can I apply multiple filters to create highly targeted segments?
Yes, you can apply multiple filters within each category, such as event-based filters or user property filters, to create highly specific segments tailored to your marketing objectives.
2. How can I clear the applied filters?
You can clear the applied filters by clicking on the "Clear Filters" option, available within the filter settings.
3. Is there a way to view the number of customers who fall under the applied filters?
Yes, you can view the count of customers who fall under the applied filters by clicking on the "Show Count" button. This provides valuable insights into the size of your segmented audience.
For further assistance or to raise feature requests related to segments filter please contact [email protected]