Use Custom and Smart Segments

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What is a segment?

A segment is a group of contacts defined by a set of conditions. Unlike a static subscriber list, segments are dynamic, meaning they grow as contacts meet the segment’s conditions and shrink as contacts no longer meet them. Segmented email sends often return more revenue per recipient than unsegmented sends since they can be tailored to a particular situation, and thus are more relevant to the recipients.

Privy offers two kinds of segments:

1. Custom Segments
2. Smart Segments

Check out the following guide on how to build, manage, and use your segments in Privy.

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Custom Segments

Custom Segments are built from scratch by you! You can customize a group of your subscribers by combining a number of filters and criteria such as Shopping Activity, Email Engagement, Website Activity, and Customer Attributes.

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Create a new segment

There are a couple ways to access the Custom Segment builder:

From the Segments Page: head to Contacts > Segments and click Create Segment.

From your Campaign: when creating a Campaign, click to edit who you’re sending to. Click + Create Segment under the “Send To” section.

Now you’re ready to build your segment:

• Name your segment. This is internal only — your contacts will not see this name.

• Select whether you want your contacts to Match all criteria or Match any criteria. For stricter segmentation, you’ll want to select Match all.

• Click the Choose Category menu to start selecting your conditions for your segment.

• To add more conditions, select the + And or the + Or buttons to start selecting the next condition.

• The contact count will adjust as you add filter(s). Once you’re happy with your segment, click Create.

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Segment Conditions

Privy offers a number of different conditions to segment your audience by. See below to dive into each category and their conditions.

Shopping Activity

Website Behavior

Customer Attributes

Email Engagement

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Managing Custom Segments

To manage an existing Custom Segment, head to Contacts > Segments. Locate your desired segment and click on the menu beside it. Select Rename segment or Delete segment.

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Smart Segments

Smart Segments are prebuilt by Privy. They allow you to quickly target a group of your contacts without the hassle of creating a custom segment. Below are the four kinds of Smart Segments in Privy:

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Using your segments

You can use your segments to target both email and text message campaigns in Privy. There are a couple days to do this:

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Create a new message from your Segments page

1. Navigate to Contacts > Segments. Locate the Custom or Smart Segment you’d like to use.

2. Select the Create message dropdown under the Actions column on your Segments table. Choose from Email or Text Message.

Proceed with the usual steps of creating an email campaign or creating a new text message. Your new message will already be segmented based on your selection from the Segments page!

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Edit an existing email’s recipients

If you already have an email campaign draft that you’d like to segment:

1. Head to Campaigns and select the desired draft.

2. On the left, click the ‘edit’ icon next to the “To” section.

3. Specify which Custom or Smart Segment you’d like to send to.

4. Optional: Specify if there is a segment you’d like to exclude under the “Don’t Send To” section.

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Edit an existing text’s recipients

1. Head to Campaigns and select the desired draft.

2. Scroll below your Text Message content to edit your message’s recipients.

3. Specify which Custom or Smart Segment you’d like to send to.

4. Optional: Specify if there is a segment you’d like to exclude under the “Don’t Send To” section.