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Segment builder: attributes & conditions, compound attributes, parentheses, exclusion

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Attributes and compound attributes, data types and conditions

Exclusion

Parentheses

Tutorials

Attributes and compound attributes, data types, and available conditions

Go to the Segment Detail tab and click "Add Condition". You can add as many attributes as you wish and specify a condition and/or multiple conditions for each.

Learn more: quick tutorial on how to build segments of customer profiles.

Various attributes are of certain data types. In most cases, those are:

  • string (attributes like "city" with different cities assigned to each customer profile).
  • numeric (attributes like "number of transactions" with other numbers for each customer profile).
  • date (or DateTime) (attributes like "date of birth" with various dates for each customer profile).
  • boolean (attributes like "subscribed to the newsletter" with option yes/ no).

Based on the type of attribute, various conditions are available.

Data type Conditions available
String attribute

Equals/ Not equals

Equals any of/ Doesn't equal any of

Contains/ Not contains

Contains any of/ Doesn't contain any of 

Is known/ Is unknown

Remember: string conditions are not listed in alphabetical order, but the most popular values will be listed on the top of the search box instead.

Remember: search is case-insensitive.

Remember: for string attributes that contain conditions, it should contain at least 3 characters.

Remember: it is possible to add multiple values separated by the new line. To do so just select equals any of/ doesn't equal any of/ contains any of/ doesn't contain any of.

Numeric attribute

Equals/ Not equals

Equals any of/ Doesn't equal any of

Lower than (for lower than is equal and lower than defined number)

Greater than (for greater than is equal and greater than defined number)

Between ( from equal and higher to equal and lower than defined number) 

Is known/ Is unknown

Remember: attributes greater than 0 do not include 0.

Remember: it is possible to add multiple values separated by the new line. To do so just select equals any of/ doesn't equal any of/ contains any of/ doesn't contain any of.

Date (DateTime) attribute

Exactly

Since

Until

Since- until

Matches current day

Matches current week (coming soon)

Matches current month

Matches current year

Is known/ Is unknown

Learn more: about the date (DateTime) attribute and how to use them, please refer to this article.

Boolean attribute

Yes/ No

Compound attributes

Compound attributes have more dimensions (like in the example below for the "Current subscription status" attribute, we have various dimensions available, "Email", "Subscription status", and "Date of subscription status").

Compound attributes work the same as other attributes. 

compound attribute example.png


"And"/ "or" operators

In between attributes, select the "and/ or" operator. 

Remember: AND has higher precedence over OR. For example, if defined A and B or C, it will behave in this way: (A and B) or C.

Exclusion

It is possible to set condition negation by clicking the "Not" button. In this way, it is possible to exclude specific values. 

For example, select all customer profiles that do not equal the email sarahprice3344@gmail.com to exclude this email from your search.

image-1646150485619.55.09.png


Parentheses

Set parentheses () to specify the query. For example, "(A or B) and (C or D)":  customer profiles from "(A Jakarta or B Singapore) and (C subscribed to an email or D made a transaction)".  

Remember: AND has higher precedence over OR. For example, if defined as A and B or C, it will behave in this way: (A and B) or C.

image-1646150660689.png

Example 1.

Customer profiles who:

  • have ever made a purchase

and

  • spend more than 1000 

or

  • subscribed to an email campaign.


Знімок екрана 2023-01-05 о 09.50.09.png

Example 2.

Segment customer profiles who:

  • have made a transaction in the current year

and

  • total spent ($) 'is known'

or

  • payment method equals any of 'ewallet', 'credit card', 'paypal', 'debit card', 'bank transfer'

and 

  • purchased quantity is greater than 4.


Знімок екрана 2023-01-05 о 09.57.29.png

Parentheses in compound attributes

For compound attributes, the first condition defined has the highest priority in the query. For example, if defined A and B or C, it will behave in this way => (A and B) or C. Exactly as, if defined A or B or C and D, it will behave in this way => (A or B or C) and D:

image.png


Tips

To speed up the workflow, you can duplicate a group of conditions by hovering on the parentheses () on the top:

image.png


Tutorials

Customers who have email engagement in a particular country

Customers who visited the website, added items to the cart but left without a purchase

Engaged customers who prefer browsing on a mobile device

Website visitors who are non-customers