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The Segments feature allows you to create a subsection of your subscriber list so you can send more targeted, personalized messages. Once a customer segment has been created, you can use it in both Flows and Broadcasts.

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Create a New Segment

To build a new segment:
  • Navigate to Segments from your Emotive dashboard.
  • Click Create New Segment.
  • Name your segment.
  • Configure your segment rules.
  • Click Create Segment to save your changes.
We will break down the available segmentation rules below.

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Segment Rules

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What a subscriber has done (or not done)

Text Message Engagement:
  • Received a text
  • Received a broadcast text
  • Clicked a shortlink
  • Clicked a broadcast shortlink
  • Replied to text
Shopping Activity:
  • Abandoned Checkout (shopify only)
  • Placed Order
  • Received subscription order (Recharge + Shopify only)

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Properties of a subscriber

Location:
  • State
  • Timezone
Signup:
  • SMS Signup method
Shopping Activity:
  • Lifetime spend (Shopify only)
  • Customer tag
  • Product Ordered tag
Memberships:
  • Klaviyo List membership
  • Segment membership

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Segment Logic

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Using And / Or

By using the “OR” and “AND” functions, you can combine qualifiers to create a unique segment. For example:

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Using Operators

When building a segment, you’ll need to use operators to specify the value of the property you’re segmenting by:
  • Equal
    • Include all subscribers who have the amount of points specified in the property value.
  • Not Equals
    • Include all subscribers who have do not have the amount of points specified in the property value.
  • Greater Than
    • Include all subscribers who have greater than the amount of points specified in the property value. (e.g. if you input 100 points then it will only include all subscribers where they have 101 points or more.)
  • Greater Than or Equals
    • Include all subscribers who have greater than or equal the amount of points specified in the property value. (e.g. if you input 100 points then it will include all subscribers where they have 100 points or more.)
  • Less Than
    • Include all subscribers who has less than the amount of points specified in the property value. (e.g. if you input 101 points then it will only include all subscribers where they have 100 points or less.)
  • Less Than or Equals
    • Include all subscribers who has less than or equal the amount of points specified in the property value. (e.g. if you input 101 points then it will only include all subscribers where they have 101 points or less.)
  • **Set **
    • Include all subscribers where we have a value for the specified Property.
  • Not Set
    • Include all subscribers where we do not have a value for the specified Property.
Once your segments are created, you’ll be able to use them when building your Flows and Broadcasts!

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Manage your Segments

At the top of your Segments page, you’re able to search for specific segments and/or filter them by segment type. Below is a breakdown of the actions you can take to manage your segments.

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Edit

To edit a segment:
  • Locate your segment, and click on the 3 dots under Action.
  • Select Edit from the menu.
  • Edit as needed, and Save your changes

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Clone

If you want to create a similar segment to one you have already, you can clone that segment and then make the necessary updates. To clone a segment:
  • Locate your segment, and click on the 3 dots under Action.
  • Select Clone from the menu.
  • Edit your new cloned segment, then Save your changes.

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Archive

To archive a segment you no longer need:
  • Locate your segment, and click on the 3 dots under Action.
  • Select Archive from the menu.

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Favorite

For segments that you use more frequently, you can select the star to the left of the segment name. This will add the segment to a Favorites section at the top of your Segments page.

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Refresh

To refresh your segment’s contact count, click on the Refresh icon.