Build a segment

The Segment Builder allows you to define a set of contacts based on a variety of dimensions, using logical AND or OR conditions. These segments are used to target your marketing efforts to specific groups of customers.

Segment criteria

Segment conditions come from fields in your datasets. These conditions are defined using the following types of qualifiers:

  • Dates (absolute or relative)
  • Numeric values
  • Strings (drop-downs or text fields)
  • Set values
  • Boolean values (true or false/is or is not)

The format of each condition will depend on the content of the field - some common examples are date ranges, status is/isn’t active/cancelled/expired (i.e. subscription), and numeric value entry (i.e. average order value).

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Null values

In the Segment Builder, null values will default to 0. If you would like to maintain null values, please contact your account manager

Dates

All dates and times in Simon are UTC (Universal Time Coordinated).

Dates can be qualified in the following ways:

OperatorDescription
IsRefers to a specific calendar date, 12:00AM-11:59PM UTC
Is beforeThis is relative, referring to an event taking place earlier than number of days or weeks, ago or from now (example: ‘Last login date is before 2 weeks ago’ would populate contacts who have not logged in to their account in the last 2 weeks)
Is before dateThis refers to an event taking place before a specific date
Is afterRefers to an event taking place some time period after a date. The date is defined relative to now using a number of days or weeks, ago or from now (example: ‘Last order date is after 5 days from now’ would populate contacts 5 days after they place an order)
Is after dateRefers to an event taking place after a specific date
Is betweenRefers to an event taking place between two specific dates, inclusive of the first date and exclusive of the second

When qualifying a date by a number of months, the actual number of days in each month is taken into account.

Numerics

Numbers can be conditioned in the following ways:

  • Greater than (>)
  • Less than (<)
  • Greater than or equal to (>=)
  • Less than or equal to (<=)
  • Equals (=)
  • Does not equal (!=)

Strings and sets

Strings and sets are text values. A string is a single value, while a set is a list of comma-separated values, such as a list of items a customer has purchased.

Strings and sets are very versatile; they can be qualified in many ways, including:

IsRequires an exact match between the criteria and the data field
Is notPopulates any records that are not an exact match
IncludesPopulates records that have the exact criteria in the set
Does not includePopulates records without an exact match in the set
ContainsPopulates records that have the criteria found anywhere in the set
Does not containPopulates records in which the search criteria is not found
Is availablePopulates records that have a value
Is not availablePopulates records with a null value or no value
InPopulates records that have a match in the set listed in the criteria

Booleans

Booleans are a true/false flag. For example, they are often used for the following:

  • Subscribed = True
  • Is Customer = False

Condition groups

When adding many conditions and mixing AND with OR, it can be necessary to utilize multiple groups to clarify logic. For example:

1023

This segment will include customers who have subscribed and either have an open rate of more than 10%, or more than 2 orders.

Related segments

You can refer to other segments as conditions to include or exclude members of another segment, as well as filter customers who have gone through a specific flow. A segment used as a condition in a segment is called a Base Segment. A segment that references another segment in its definition is called a Dependent Segment.

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