Creating Dynamic Segment

In Reteno, you can create dynamic segments based on specific conditions. The group members will change automatically depending on whether the contacts fit the specified parameters or not. This feature can be used for reactivation, singling out active customers, etc.

Adding Dynamic Segment

To create a segment, go to Contacts → Segments → Add Segment → Dynamic.

19991999
  1. Fill in the general properties:
  • Segment title: it will be displayed in the general segments list.
  • Segment purpose: for example, for regular promo campaigns, etc.
  • Tags: they'll help find and filter the segments in the general list.
951951

Click Next.

  1. Add card. For example, you want to select customers with an average order value exceeding $1000. Click Add card and select the following conditions: Contact parameters > Orders > Average orders check > greater than > 1000.
970970
  1. To see the contacts in the segment, click Preview contacts in the segment.
  2. To see how many contacts are in the segment, click Recalculate contacts.
994994
  1. If you need to create a custom condition for building the segment, scroll down the list of card conditions and click Set up segmentation.
968968

When you have set all the necessary conditions, click Save. You will see the new segment in the general list of segments.

Combining Cards and Conditions

Let's take a closer look at creating a segment with multiple conditions and exceptions.

1. Cards

You can create an unlimited number of cards inside the segment, each having unlimited conditions.

Conditions
When adding conditions to a card, the segment will include only contacts that match all the specified conditions.

For example, you add two conditions:

  • Last opened this year;
  • Average order check greater than $1,000.
600600

The segment will include only those contacts who have opened emails over the past year, with an average order value of more than $1,000. The card will look like this:

13101310

Select the corresponding option in the card's header to add the contacts that match any of the conditions. By default, the option is and.

12681268

For example, you add the following conditions:

  • Last clicked week ago;
  • Last opened week ago.
    The segment will include the contacts that either clicked on links in the email or read an email a week ago.
13601360

Excluding conditions from a card

Hover over condition > click on the sign ≠. Contacts that match the criteria will be excluded from the segment.

12981298

Excluding the entire card

You can exclude the whole card. Such a card will be highlighted red and have the not prefix in the segment equation.

13901390

Excluding a condition from the segment

When you need to exclude a particular condition from the entire segment, use the right column. The system will exclude contacts that match the conditions from the card in the right column.

14161416

2. Equation operators And/Or

You can group conditions in several cards using the following operators:

  • and – the segment will include all the contacts that match the conditions of all cards in the column.
  • or – the segment will include the contacts that match the conditions of any card.
876876

3. Segment equation

With many cards, the segment equation is displayed in the following formula:

682682
  • The equation shows in what order the cards are processed.
  • Brackets are put automatically to unite the cards based on the processing priorities.
  • The letters in the equation match the cards. A cursor on the letter automatically highlights the corresponding card.
918918
  • If the card isn’t displayed on the screen, hover over the corresponding letter in the equation to see its conditions.
936936

📘

Important:

By default, the contacts that are processed first are united by the and operator. In the equation, such cards are enclosed in brackets.

17881788

For example, the equation (A and B) or C will be processed as follows:

  1. First, the system will find the contacts that match the conditions in A and B cards.
  2. Next, it will add the contacts that match the conditions in the C card.

Tutorial

For any information on the segment creation, see the Tutorial at the top of the page:

10341034