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:

Operator

Description

Is

Refers to a specific calendar date, 12:00AM-11:59PM UTC

Is before

This 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 date

This refers to an event taking place before a specific date

Is after

Refers 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 date

Refers to an event taking place after a specific date

Is between

Refers 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:

Is

Requires an exact match between the criteria and the data field

Is not

Populates any records that are not an exact match

Includes

Populates records that have the exact criteria in the set

Does not include

Populates records without an exact match in the set

Contains

Populates records that have the criteria found anywhere in the set

Does not contain

Populates records in which the search criteria is not found

Is available

Populates records that have a value

Is not available

Populates records with a null value or no value

In

Populates 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:

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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