Introduction
Unlike traditional subscriber lists, segments are groupings of contacts defined by a set of conditions. Lists are static, meaning they grow as people subscribe or are manually added.
Segments, on the other hand, are dynamic, meaning they grow as people meet the segments' conditions and shrink as people no longer meet them. Moreover, segments update in real time.
✨ Segments should be set up as a second step, after configuring your priority flows. To set them up, follow our guide.
Create a segment
Navigate to the Lists & Segments tab in your account.
Click Create List / Segment in the upper right corner.
Select Segment.
Use the segment builder to add conditions and specify who should be included in your segment.
Once you are satisfied with the definition you create, click Create Segment.
📝 Note: Depending on the size of your segment, it may take a while to populate. If you're planning on sending a campaign to a segment, please allow time for your segment to populate before scheduling the email.
4 segments to integrate
Segmentation allows you to divide customers into groups based on specific criteria, making communications more relevant and personal.
With Loyoly, you can use data such as points balance, number of missions, rewards, referrals, and customer tier to create dynamic segments.
1. Inactive customers
Properties used: Points balance, recent activity.
Segment: Customers with a points balance but no purchases in the last 60 days.
Subject: 🌟 Use your points {{ first_name }}! 🌟
Content:
Hello {{ first_name }},
We've noticed that you have {{ person|lookup:"Loyoly_Point_Balance"|default:"" }} points in your account, but haven't made any purchases recently. Your points are waiting for you! Your points are waiting for you!
Why not use them on your next visit? Discover our latest collections and use your points to save.
CTA: I claim my reward
2. Reward hunters
Properties used: Number of rewards claimed.
Segment: Customers who have claimed more than 6 rewards.
Subject: 🎁 More exclusive rewards for you, {{ first_name }}! 🎁
Content:
Hello {{ first_name }},
Your passion for rewards impresses us! You've claimed more {{ person|lookup:"Loyoly_Rewards_Count"|default:"" }} rewards so far.
Check out our new missions to collect even more points and claim rewards.
CTA: View loyalty program
3. Mission leaders
Properties used: Number of missions completed
Segment: Customers who have completed more than 10 missions but claimed few rewards.
Subject: 🏆 Well done, {{ first_name }}! Ready for more missions? 🏆
Content:
Hello {{ first_name }},
Your commitment is second to none. You've completed more than {{ person|lookup:"Loyoly_Missions_Count"|default:"" }} missions - a real achievement!
Use your points to claim a reward for your next purchase.
CTA: Use my points
4. Points collectors
Properties used: High points balance.
Segment: Customers with over 1000 points but few point redemptions.
Subject: 🌟 Rediscover Your Exclusive Benefits, {{ first_name }}! 🌟
Content:
Hello {{ first_name }},
You've accumulated {{ person|lookup:"Loyoly_Point_Balance"|default:"" }} points. How about a little special offer to get you back into the swing of things? Here are the rewards available:
- Reward 1 to x points
- Reward 2 to x points
- Reward 3 to x points
Go to the loyalty program and see what your points can do for you!
CTA: I want my reward!
Utilisation de AND vs. OR pour joindre des conditions
Using the AND connector between conditions will make a segment more exclusive. We will check each condition separately and individually, and every condition must be true in order for someone to be included. Someone must meet all of the segment's conditions in order to be added.
In the following example, only people with at least 1000 points AND no rewards claimed will be included. If a person has at least 100 points but has already claimed a reward, they will not be included.
Using the OR connector between a sequence of segment conditions will make the segment more inclusive. We will check each condition in the sequence individually, meaning someone only has to meet one of the segment's conditions in order to be added.
In the following example, anyone with at least 1000 points OR no rewards claimed will be included. Thus, this segment will include all people who have at least 1000 points as well as all those who have claimed no reward, even if there is no link between the two.
Common questions
When to use a segment vs. a flow
Segments are great tools to identify cross-sections of your audience to send one-time campaigns to. While it is possible to build a flow that is triggered by being added to a segment, the same filtering and targeting options that you have in the segment builder are also available within the flow builder.
How do I connect Klaviyo to Loyoly?
To integrate Klaviyo with Loyoly, follow our guide.
How do I manage email pressure? I don't want my customer to receive too many emails at once.
In the email settings, you can select the Smart Sending function.
This function excludes anyone who has received an e-mail in the last few hours.