The Segments feature allows you to create a subsection of your customer list, so you can send more targeted messages. Once a customer segment has been created, you can use it in automated Experiences messaging or in Broadcasts.
Creating Segments
You can create new customer segments via the Segments tab in your Emotive dashboard.
Log into your Emotive dashboard
Click “Segments” on the left
Click “Create New Segment”
Title your segment
Set your segment rules
Click “Create Segment”
You can create segments based on a few different qualifiers:
Action
Has abandoned their cart
Has answered a question via Experiences
Has or hasn't been messaged
Has or hasn't clicked a Broadcast link
Has or hasn't opted in
Has or hasn't ordered
Has spent
Has abandoned cart value (Shopify only)
Has lifetime spend (Shopify only)
Was created in (Shopify only)
Attribute
Has a tag
Is included or excluded
Location
State
Timezone
By using the “OR” and “AND” functions, you can combine qualifiers to create a unique segment. For example:
How to access Klaviyo segments
If you use Klaviyo, you can target customers who are part of a specific Klaviyo list. Note: You must integrate Emotive with Klaviyo to use this segment rule. If you haven't already integrated, follow these instructions.
Once you've integrated, you'll see the option "Has Klaviyo List." From the drop down, select “Has Klaviyo List, “Is a member of,” and choose the Klaviyo list you’d like to segment by.
How to create Conversational segments
With Conversational Segments you can target your customers based on how they respond to conversations in Emotive. Create segments based on insights collected through conversations like:
Product preferences: size, color, style
Personal attributes: occupation, hair color, dress size
How it works
1. Make sure you have a two-way Experience set up. Each question has a series of answer tags that we generate through Experiences. Our Shopping Experts will tag each customer response accordingly.
2. Then, you’re ready to create a Conversational Segment! On the Segments tab, click “Has Answered,” “From Experience,” and then select the Experience you want to use answers from.
3. Then choose the question from the Experience and the answer you want to target.
See example below: Select the question asking about size, and then create a segment of everyone who answered that their size is Medium.
4. Once you click "Create Segment," you're all set. You can see all Conversational Segments you've created on the Segments page.
Managing Segments
You can edit a segment as needed, or archive it when it is no longer applicable to your needs.
Log into your Emotive dashboard
Click “Segments” on the left
Click “Edit” to update a segment - make your changes and “Save Segment”
Click “Archive” to remove a segment you no longer need
Using Segments
Once a segment has been created, it will appear as a usable option in both the “Experiences” and the “Broadcast” tabs. Simply select your segment from the drop down menu when creating your message.
Broadcasts
Experiences
