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How to Create and Edit Segments - All Options Explained
How to Create and Edit Segments - All Options Explained
Updated over a week ago

Segments in Spur are a powerful tool that you can use to cater to a specific audience.

Do note: Segments are dynamic, meaning they keep on updating even after being created based on the selected criteria.

Here's how you can create a segment!

Step 1: Go to Database > Segments


The Segments screen will open. This is where you will see all the segments that you have made.

Step 2: Click on Create Segment​


You will then see this modal which has a bunch of templates for segments pre-made. You can use and edit any of these or create a segment from Scratch.


Step 3:

Click on a relevant template and select "Use Template" OR choose "Start from Scratch" to start with a blank segment.

Explanation of all the options when creating a segment.

These are all the options you will encounter when creating or editing a segment. You should fill these step by step.

1. Segment Name

This is where you fill the name of your segment. Give it a sensible name that can be easily identified later.

2. Condition Category

You then have the option to add the condition for filtering contacts based on certain categories. When you select a category, further relevant options will show up. These are known as Condition Parameters.

Here is an explanation of all of these:

  1. Customer Info: Conditions based on the information of a contact, like their country, tags, money spent, average order value, etc.

  2. Message Activity: Conditions based on whether a WhatsApp message has been sent, delivered, read or clicked. Can be further filtered by selecting a particular automation or broadcast.

  3. Shopping Events (Shopify Only): Conditions based on whether a contact has placed an order. Can be further filtered by the number of orders, date of orders and the products/collections purchased in the order.

  4. Website Activity (Shopify Only): Conditions based on activity a contact has done on the website, like starting checkout, viewing a product, etc. Can be further filtered by exact product/collection viewed.

3. Condition Parameters

After you select one of the categories defined above, you get the option to configure the actual filter. This is done through parameters defined in the table below.


Some parameters have additional options that show up once you select that parameter. You can see these by clicking the blue funnel icon.

Customer Info Parameters

Note: Customer Info Parameters don't have any applicable additional options.

Parameter Name

Parameter Definition

Configurable Options

Email

Filter contacts based on their email

  • Is/is not a particular email(s)

  • Contains/doesn't contain certain keywords

  • Starts/ends with certain keywords

Phone Number

Filter contacts based on their phone number

  • Is/is not a particular phone number(s)

  • Contains/doesn't contain certain keywords

  • Starts/ends with certain keywords

First Name

Filter contacts based on their First Name

  • Is/is not a particular name(s)

  • Contains/doesn't contain certain keywords

  • Starts/ends with certain keywords

Last Name

Filter contacts based on their Last Name

  • Is/is not a particular name(s)

  • Contains/doesn't contain certain keywords

  • Starts/ends with certain keywords

Created Date

Filter contacts based on when they were created on Spur/Shopify

  • Is/is not a particular date

  • Is/is not between two dates

  • Is/is not in the last x days/weeks/months, where x is a user defined time period

Country

Filter contacts based on their Country (as specified during checkout)

  • Is/is not a particular country/countries

  • Contains/doesn't contain certain keywords

  • Starts/ends with certain keywords

Province

Filter contacts based on their Province/State (as specified during checkout)

  • Is/is not a particular province(s)

  • Contains/doesn't contain certain keywords

  • Starts/ends with certain keywords

City

Filter contacts based on their City (as specified during checkout)

  • Is/is not a particular city/cities

  • Contains/doesn't contain certain keywords

  • Starts/ends with certain keywords

Has Made A Purchase

Filters based on whether a contact has made a purchase or not

  • True (has made a purchase)

  • False (has not made a purchase)

First Activity

Filters based on when the contact was initially created/imported into Spur

  • Is/is not a particular date

  • Is/is not between two dates

  • Is/is not in the last x days/weeks/months, where x is a user defined time period

Last Activity

Filters based on when the contact was last updated/when the last interaction with them happened

  • Is/is not a particular date

  • Is/is not between two dates

  • Is/is not in the last x days/weeks/months, where x is a user defined time period

Number of Orders

Filters based on the number of orders placed by a particular contact

  • Is/is not a particular number

  • Is greater/less than a particular number

  • Is between two numbers

Total Money Spent

Filters based on the amount of money spent by a contact on your store

  • Is/is not a particular number

  • Is greater/less than a particular number

  • Is between two numbers

Average Order Value

Filters based on the average order value (AOV) of a contact on your store

  • Is/is not a particular number

  • Is greater/less than a particular number

  • Is between two numbers

Zip Code

Filter contacts based on their Zipcode/Pincode (as specified during checkout)

  • Is/is not a particular zipcode(s)

  • Contains/doesn't contain certain numbers/keywords

  • Starts/ends with certain numbers/keywords

Is WhatsApp Subscriber

Filter contacts based on whether they are WhatsApp Subscribers or not

  • True (is a WhatsApp subscriber)

  • False (is not a WhatsApp subscriber)

Last Order Date

Filter contacts based on when they place their last order

  • Is/is not a particular date

  • Is/is not between two dates

  • Is/is not in the last x days/weeks/months, where x is a user defined time period

Spur Tags

Filter contacts based on what tags they have on Spur

  • Is/Is not a particular tag(s)

Shopify Tags

Filter contacts based on what tags they have on Shopify

  • Is/Is not a particular tag(s)

Message Activity Parameters

Note: Configurable and Additional Options are same for all Message Activity Parameters.

Parameter Name

Parameter Definition

WhatsApp Sent

Filter contacts based on whether a WhatsApp Message was sent to them

WhatsApp Delivered

Filter contacts based on whether a WhatsApp Message was delivered to them

WhatsApp Read

Filter contacts based on whether a WhatsApp Message was read by them

WhatsApp Clicked

Filter contacts based on whether they clicked a button with a link in a WhatsApp Message

Configurable Options

  • Select an Operator: Filter based on how many times a message was sent, delivered, read or clicked. Appears as a dropdown.

  • Duration: Filter based on when a message was sent, delivered, read or clicked. Appears as a dropdown.

Additional Options

By clicking the blue funnel icon, you can further filter contacts by a broadcast or automation. For example, you can create a segment for the people who were delivered messages from a particular broadcast(s) or automation(s).

Example of a segment for people who were delivered messages from a particular broadcast.

Shopping Events Parameters

There is only one parameter for Shopping Events: Has Placed an Order

It simply allows you to filter contacts based on whether they have placed an order or not.

Configurable Options

Additional Options

Further filter based on what product(s), variant(s) or collection(s) was/wasn't purchased by clicking the blue funnel icon.

Website Activity Parameters

Parameter Name

Parameter Definition

Configurable Options

Additional Options

Has Started Checkout

Filter based on whether a contact has started checkout on your website

  • Number of times this action was done

  • When this action was done

N/A due to technical limitations of Shopify

Has Added to Cart

Filter based on whether a contact has added a product in cart on your website

Same as Above

Further filter based on whether a particular product(s) was/wasn't in cart

Has Viewed Collection

Filter based on whether a contact has viewed a collection on your website

Same as Above

Further filter based on whether a particular collection(s) was/wasn't viewed.

Has Viewed Product

Filter based on whether a contact has viewed a product on your website

Same as Above

Further filter based on whether a particular product(s)/variant(s) was/wasn't viewed.

4. Expand Condition (OR) and Delete Conditions

The OR button on the top right allows you to expand your segment with an additional condition. Contacts who fall in this additional condition will ALSO be included alongside your previous condition.

Here is an example: Let's say 100 people have placed an order on my website over all time. Let's also say 30 people have added something to their cart in the last 30 days.

If I then create a segment for them like this...

...it will include everyone who has placed an order AND everyone who has added an item to cart in the last 30 days will be included.

Meaning: people who have done even one of my specified actions will be included.

So in total, 130 people will be in this segment.

And if you wish to delete a condition, you can press the Delete button on the top-right.

5. Insert Another Condition (AND)

The Add Condition button allows you to further filter down and shrink your segment with an additional condition. Contacts who fall in this additional condition will ONLY be included if they also fall under other previously defined conditions.

Here is an example: Let's say 100 people have placed an order on my website over all time. Let's also say 30 people have added something to their cart in the last 30 days, but out of these, only 7 are people who are returning customers, ie, people who have placed an order on my website before.

If I then create a segment for them like this...

...it will ONLY include people who have BOTH placed an order on my site before AND have also added something to their cart in the last 30 days.

Meaning: only people who have done ALL of my specified actions will be included.

So in total, only 7 people will be in this segment.

6. Save

After you've created your segment, you can hit the "Save" button on the top right to save it and use it across Spur or export it.

At the very bottom of the segment, it also shows you how many contacts will be included in this segment. So you can decide if that's fine and save or make changes based on that.

What Next?

After you hit Save on a segment, you are redirected back to the segments screen. There, you can find the segment you just created at the very top of the list.

If you can't find it, simply go to Database > Segments then search for the segment you saved by its name.

After this, you can either View your Segment or Edit your Segment. You can also Delete your Segment by pressing the 3-dot icon.

View Segment

If you click view segment, you can view all the contacts that are in the segment, what conditions have been added to create this segment, and export the segment to a CSV.

Export Segment

After clicking on "View Segment" if you click on "Export" on the right (above the list of contacts), Spur will start generating a .csv file with all the contacts. Once it is ready, the link to download this file with exported contacts will be sent to your email.

This is what an email with the export link looks like:

Image of an email with the link to download an exported Spur segment.

Do not, the link to download the segment once it has been emailed to you expires in 48 hours. If you don't download it within that time, you will have to export the segment once again.

Edit Segment

Allows you to edit a segment you have created and add/remove/change the conditions.

Delete Segment

After clicking the 3-dot menu in front of the segment name in the segments screen, you should see the option to Delete a Segment. Once deleted, your segment will be gone forever. But don't worry, the contacts within that segment will stay untouched.

Spur has a limit of a total of 50 segments that you can have. Therefore, it is wise to delete redundant segments.

Things to Note about Segments

  1. Segments are dynamic, meaning once you create a segment, it will keep on updating and any contacts that match the conditions of the segment will keep on being added to it. This is also true if a contact falls out of the conditions - they will be automatically removed from the segment.

  2. Some information - like when a product was viewed, if a purchase was made, etc - are tracked after you install our app on Shopify. So if a contact viewed a product or made a purchase before you installed Spur, they will not be added to a segment for product viewed or purchase made, since Spur does not have that data.

  3. Conditions in the Shopping Events and Website Activity categories are only available for Shopify stores, not for WooCommerce/Custom Stores.

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