Overview

With Segmentation in Track, you can provide your customers with a different post-purchase experience based on the unique data contained within a specific order. Segmentation empowers you to create more compelling tracking experiences providing the most relevant content directly to your customers.

Note: Segmentation is only available to customers who are integrated with Order Data and is currently in limited release. Please reach out to your CSM or submit a ticket with our support team here and we will be happy to assist you.

Creating a Segment

A segment can be created in the Experience Manager in the Outbound Segments section of the page.

To create a new segment, click Create New Segment and follow the steps below:

Experience_Manager_Page.png

  • Name the Segment.
  • Select the experience you’d like to show. 
  • For multi-locale tenants, select the locales you wish for the segment to apply.

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  • In the Configure Conditions section, you can add a condition that must be met for the segment to receive the alternate experience.
    • For example, you can create a condition that stipulates the segment will only take effect if a specific item category is present in an order. Including a condition for a segment is not mandatory.
  • Next, enable the checkbox to Set a time frame for this segment.

  • Select a start/end date, start/end time, and time zone—choose Immediately if you want the scheduled segment to apply as soon as you save your settings.

  • Click the Save button in the top right corner.

Setting an active experience for a Segment

Creating an experience for a segment is a similar process to creating your default outbound experience. We advise that you duplicate your active experience and update the assets of the experience to create a unique experience for your new segment while maintaining your company’s branding and styling. 

Once you’ve created the experience for your segment, you can set which experience shows when an order’s attributes match the unique conditions of the segment. 

If you have already created a segment and want to update the segment’s experience to a new experience, you can open the segment in Experience Manager and change the assigned experience.

Tracking the performance of the Segments

To track the performance of a segment, log in to Narvar Hub, open the menu on  the left, click Track, and select Analytics. On the analytics page you can filter by segment using the Type filter. You can view the page traffic, marketing engagement, and feedback for the experiences associated with each segment.

Segment rule builder

Conditions

Category

Condition

Description

Order


 

Total Billing Amount

The total amount paid for the order.

Custom Attribute

A custom attribute defined by the merchant.

Order Item


 


 

SKU

The SKU of the item.

Category

Tags to define the type of item.

Custom Attribute

A custom attribute defined by the merchant.

Customer

City

City in their account.

State

State in their account.

Zip

Zip in their account.

Country

Country in their account.

Tier

Level of the loyalty program.

Type

Type of customer.

Shipment


 

Carrier

Primary carrier for the shipment.

Carrier Service

The service method for the shipment.

Destination City

Destination city.

Destination State

Destination state.

Destination Zip

Destination zip.

Destination Country

Destination country.

Custom Attribute

A custom attribute defined by the merchant.

 

Operators

Operator

Definition

=

Equals

Does not equal

Is one of

Is equal to one of multiple values

Is not one of

Is not equal to any of multiple provided values

>

Greater than

Greater than or equal to

<

Less than

Less than or equal to

Contains

For a text property, the text value contains a certain set of characters (e.g. SKU contains “PO-TS”)

Does not contain

For a text property, the text value does not contain a certain set of characters (e.g. SKU does not contain “PO-TS”)

 

AND Rules

To create a segment in which all conditions must be satisfied for the segment to apply, add conditions in the Configure Conditions section of the segment page. Any additional condition will automatically be checked as an “AND” condition where all listed conditions must be met for the segment to apply.

OR Rules

When you want a segment to apply to multiple values for the same attribute, use the Is one of and Is not one of operators for the condition. For example, if you to create a segment of customers that have bought winter related items, such as coats, hats, and boots, you could apply the following condition:

Order Data Category

Attribute

Operator

Values

Order Item

Category

Is one of

Coat, Hat, Boots, Gloves

 

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2 comments
  • What's the accepted format for states? Is it a two digit value or the full state name?

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  • Erica, thank you for reaching out, the accepted format for states is the capitalized 2-digit state code i.e. NY, TX, CA. The state code is case-sensitive.

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