Segments
Name a group of carts once, by value, products, history or engagement, see how many open carts are in it right now, and target it from any campaign.
- Saved Segments table (empty until you save one)
- New Segment builder with a Cart value condition
- Live count "13 of 13 open carts match." and Save segment
Why segments?
A segment is a reusable set of campaign conditions with a name, like "High-value carts" or "Returning customers who clicked". Instead of repeating the same conditions in several campaigns, save them once and use the Saved segment condition. Change the segment, and every campaign that uses it follows.
Creating a segment
- Name it
Enter a Name (up to 80 characters).
- Add conditions
A new segment starts with "Cart value is at least 50". Use Add condition for more (up to 10). A cart is in the segment only when it matches every condition.
- Check the live count
As you edit, the builder counts matching carts: "12 of 87 open carts match."
- Save segment
"Segment saved." It appears in the Saved Segments table.
Conditions
| Condition | Rules | Value |
|---|---|---|
| Cart value | is at least / is at most | An amount, e.g. 50 |
| Products in cart | includes any of / includes none of | Product IDs, comma-separated |
| Product categories in cart | includes any of / includes none of | Category IDs, comma-separated |
| Customer | is | new, returning, registered or guest |
| Previous orders | is at least / is at most | A whole number |
| Coupon in cart | is | applied or none |
| Recovery emails in the last 90 days | is at least / is at most | A whole number |
| Customer segment (role) | includes any of / includes none of | Role slugs, e.g. customer, wholesale, guest |
| Recovery link engagement | is | clicked or not_clicked: whether a recovery link of this cart was opened |
| Recovered a cart before | is | yes or no: whether this email completed an earlier cart through a recovery link |
Segments can't contain other segments.
Segment ideas
High-value carts
Cart value is at least 150: send a personal email with a smaller, premium-feeling offer.
Clicked but didn't buy
Recovery link engagement is clicked: they came back once, so a coupon may tip them over.
Loyal customers
Previous orders is at least 2: a friendly reminder, no discount needed.
Serial abandoners
Recovery emails in the last 90 days is at least 3: exclude them from coupon campaigns.
Live counts
Counts cover open carts, meaning carts that are abandoned or emailed and not yet recovered, up to the 500 most recent. The builder updates the count as you type. In the Saved Segments table, click Count to check a segment.
Managing segments
- The Saved Segments table shows each segment's name, a plain summary of its conditions, matching carts, and Edit / Delete.
- Deleting asks "Delete this segment? Campaigns that use it will no longer match it." A campaign condition using a deleted segment matches nothing for "is" and everything for "is not". The campaign list shows it as "(deleted segment)".
- You can save up to 50 segments.
Using a segment in a campaign
In the campaign builder, add the condition Saved segment, choose is or is not, and pick the segment from the list.