Segments on fields and behaviour
Pick people by what they are and what they did. Use tags, lists, consent, emails opened or clicked, chats, broadcasts read, forms sent, pages viewed and purchases. Segments refresh every hour and feed journeys, broadcasts and Meta ad audiences.
PLANSFrom Growth
The problem it solves
- Every broadcast goes to everyone, and the unsubscribe rate climbs.
- People who clicked last week are followed up by hand from an export.
- A list made last month is out of date the day it is used.
How it works
- Open Marketing > Audience > Contacts and Lists > Segments and press New, for example Clicked in the last 30 days.
- Choose All Rules or Any Rule.
- Add rules, one a line. Each has the rule, In the Last (Days) for what people did (0 for ever), the field it needs, and Not to turn it round.
- Press Refresh to fill the members now. They are refreshed every hour by themselves.
- Use the segment in a journey (People in a Segment), a broadcast (Segments) or an ad audience.
Everything it does
Rules on what people are
- Contacts Matching a Filter: any contact field, as a filter
- Has a Tag; In a Lead List; Opted In On (Email, WhatsApp or SMS)
Rules on what people did
- Opened an Outreach Email; Clicked an Outreach Email
- Wrote to Us (Any Channel)
- Read a Broadcast; Clicked a Broadcast
- Sent a Form (part of the form's name, or any form)
- Viewed a Page (part of the page address)
- Bought Something (with journeys on purchases, Growth)
- In the Last (Days): 30 to start with; 0 means ever
Rules on customer value (Scale)
- In a Value Group: Champions, Loyal, Promising, New, Needs Attention, At Risk, Cannot Lose, Hibernating, Lost
- Churn Risk Is High
How it counts
- All Rules keeps people matching every rule; Any Rule people matching one
- Not removes the people a rule matches
- Only active contacts; a segment with only Not rules starts from everyone with an email or mobile
- Only contacts of the segment's Entity, and shared ones with no Entity outside agency clients. Rules on consent, emails, chats and broadcasts read that Entity's own
- Up to 200,000 people per rule
- Members, Up to Date At, and a refresh before each broadcast
Where segments are used
- Journeys: People in a Segment; people who join later enter too
- Broadcasts: Segments, together with tags and lists
- Ad audiences: a segment sent to Meta as a custom audience (Growth)
Who uses it
Marketing UserBuilds segments and uses them in journeys and broadcasts.
Marketing ManagerTurns segments into Meta ad audiences.
Where you use it
- Web: Marketing > Audience > Contacts and Lists > Segments
- Not in the phone app: this is done on the web. The SmartMy Marketing app covers chats, contacts, posts, leads and campaigns
What you control
Settings
- Match: All Rules
- In the Last (Days): 30
- Refresh: every hour (a scheduled job)
Works with
SmartMy Rental and SmartMy LeaseRules for renters now, recent renters, quoted but never booked, tenants, leases ending soon and past tenants.
SmartMy WebsiteNewsletter and pop-up sign-ups come with a ready segment.
Questions
How fresh is a segment?
It refreshes every hour, and again just before a broadcast that uses it. Refresh fills it at once.Can a segment start a journey?
Yes. A journey on People in a Segment takes its members, and people who join the segment later.Can I exclude people?
Yes. Tick Not on a rule, for example Not Opted In On WhatsApp.Is it in Starter?
No. Segments start in Growth; Starter uses tags and lead lists.Related features
AUDIENCECustomer value groups, churn risk and the next orderEvery night each customer with orders gets an RFM score and a value group, such as Champions or At Risk. They also get a churn risk from how late they are against their usual gap. Then the date their next order is expected and the channel they answer on most.CAMPAIGNSBroadcasts on WhatsApp and email, at a set speed, with follow-upsSend one approved WhatsApp template or one email to a whole audience, now or at a set time. The speed keeps within your number's limit and your mail server's rate. Afterwards, follow up only the people who did not read, click or reply.CAMPAIGNSJourneys: triggers, waits, If / Else, tags, tasks and goalsAutomate what happens after someone enters. Wait, send an email or WhatsApp message, and branch on a reply or a tag. Tag people, give someone a task, and end at your goal.SOCIAL AND ADSSegments as Meta ad audiencesSend a segment to a Meta ad account as a custom audience for retargeting and lookalikes. Only scrambled emails and phone numbers leave SmartMy, and the audience is brought up to date every day.AUDIENCEWebsite visitor tracking after consentA script on your website records the pages a browser views once the visitor agrees. When the visitor becomes a known contact, through a tracked email link or a form, their pages show on the contact. They can start a journey.WITH OTHER SMARTMY PRODUCTSRenters, tenants, enquiries and owners as segments, with SmartMy Rental and LeaseWith SmartMy Rental or SmartMy Lease, your segments can use their records. Reach renters, tenants, leases ending soon, open and lost enquiries, and owners.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.