How to build a Product Segment

Step 1 – Create segment

  • On the left nav click on Data | Segments
  • Click the Blue Create Segment button
  • Select Product Change and then Create Segment button

Step 2 – Configure Segment Rules

Build out Rules to identify the products that you want to target in your segment, buy dragging and dropping Rules into the right hand of the page.

This includes:

  • Identify by Product Change. For example has the product changed in stock or price?
  • Identify by Product Field. For example,  target specific product IDs or categories, highly rated products or particular price points
  • Identify by any Extra Data that is customly captured for your particular website/business

Segment Rules are grouped with an AND operator, however OR operators can be used within rules e.g. Tag ‘ski’ or ‘snowboard’.

Use the Preview tab to see which products match your criteria.

Step 3 – Segment Options

On the Options tab, configure:

  • Segment Name
  • How far back you want to scan products for changes
  • How far back you want to scan for visiors who browsed those products
  • Marketing permissions/restrictions
  • Regeneration time period

Step 4 – Post Build options

On the post-build tab decide any events you would like to occur upon build of your segment. 

  • Upload directly into your ESP channel (including field mapping)
  • Create a Signal, allowing a Triggered email to be issued (e.g. Price Drop emails)
  • Segment build result notifications & recipients

Note that these will occur each time you re-generate your segment.

Step 5 – Save and Generate

Once you’re happy with your segment click Save to save your configuration.

Then click Generate to initiate the first run through of customers who viewed products that match your Rules, within the set time frame.