Introduction to Creating Marketing Segments

Segments help you target subscribers and customers based on historical data to ensure you send the right message, to the right person, at the right time. This article will give you an overview of how to get started with SMS marketing segmentation for your Shopify store.

Why You Should Use Segments

• Segments allow you to engage specific parts of your customer and subscriber base with personalized experiences, such as Customer behavior or attributes.
• You can make segments as general or specific as you want (ex: Customers with a total spend of less than $100 vs. Customers with a real spend of less than $100 who have purchased your red lipstick, coral lipstick, blush lipstick, and berry lipstick products).
• Segments can help you boost your ROI by making it easy to target customers with cross-sells, product recommendations, loyalty offers, or win-back campaigns.

Let's start to create a Segment.

Navigate to your Plexins dashboard and click on User Segments.

Next, you should see a list of predefined segments. These are designed to help you measure user value to personalize your marketing strategy.

• Retain high-valued customers
• High-valued customers who need to re-engage
• Customers who need to engage constantly
• Customers who need to win-back
• Potential Buyers
• Re-engage customers who have placed a first order
• Winback customers who abandoned payment recently
• All subscribers
• New Customers
• Customers who have been lost

Click on Create new button to create a new segment.

1. Give your segment a unique name

2. Select Segmentation Filters

Under Select filter, you will be able to choose from some different segment filters.

• Customer behavior
• Customer attributes
• Order Info
• Plexins Info

Choose the desired Segment rule according to your marketing strategy, and fill in the required fields.

You can combine this with the other segmentation rules to narrow your audience based on traits such as location, previous SMS interactions, or product interests. You can add additional segmentation rules using AND or OR statements.

• AND Example: Customers who have spent over $50.00 AND have never received a text from our store.
• OR Example: Customers who have purchased our coral water bottle OR our lime green water bottle.

3. Review segment size. As you apply segmentation rules, the number of members in your segment size will adjust. If the number doesn't look correct, double-check your segmentation rules.

4. Click the save button to save your new segment.

You should now be all set to get started with segments!