Create commonly-used segments

Each contact profile stores activity, a timeline of every event that a contact has engaged with. You can use these activity events to create a segmented audience as follows:

  • Go to Audience > Lists & Segments > Create > Create segment.

Segment contacts based on subscribers

To target users who are subscribed to Email and have opened at least one email in the last 60 days:

  1. First condition:

    1. Select "Properties of contact"

    2. Choose Email Subscription equals Subscribed

  2. Click the + button to add another condition. This gets added as an AND condition by default. You can click on it to switch to OR if needed

  3. Second condition:

    1. Select "Something was done or not done"

    2. Choose the event "Opened message"

    3. Set it to At least once in the last 60 days

Segment contacts based on purchase behaviour

In this example, we'll show you how to create an segment of contacts who have:

You'll need to have an ecommerce store integration installed to be able to set up this segment.

You can build an segment to target contacts based on activity in an ecommerce store like Shopify.

Not placed an order for a product in the last 90 days.

  • Go to Lists & Segments > Create new > Create segment.

  • Under segment definition, select “Something was done or not done” from the dropdown, then in the event dropdown choose your event e.g. Placed order

  • Set up the rest of the filter as follows: Zero times in the last 90 days.

If you want to further filter on this condition you can add a Where filter

  • Below the condition that we just set up, click the nested '+'.

  • Click the Select event property dropdown, and choose Product Name

  • Select Equals if you want to give the full product name or Select Product Name in Catalog if you want to select a specific product from a dropdown

  • Select contains if you want give a single word which is in your product name

  • Click Save segment to save your segment.

Note: If you want to use multiple words in the Product Name using contains, you cannot use spaces. Instead, you will need to add one more condition under Where using the same property

Segment contacts based on message interactions

You can build an segment to target contacts based on how they've interacted with marketing messages that you have sent via Bird.

In this example, we'll show you how to create an segment of contacts who have:

Clicked or opened an email you sent them at least twice in the last 30 days.

  • Go to Marketing > Audience > List and segments > Create new > Create segment.

  • Under segment definition, select “Something was done or not done”

  • Under Email events, choose Opened Message.

  • Set up the rest of the filter as follows: At least 2 times In the last 30 days.

Okay, now let's take it a step further. Let's say we want to segment contacts who have done all of the above AND clicked a link in any of the emails you've sent them in the last 30 days:

  • Click Add new condition by clicking on + icon which is on the outer side

  • Select "Something was done or not done” > Select event dropdown.

  • Under Email events, choose Clicked Message link

  • Set up the rest of the filter as follows: At least once In the last 30 days.

But what if we've sent multiple campaigns over the last 30 days, and we want target contacts who have clicked a specific link? We can do that too:

  1. Below the condition that we just set up, click the '+'.

  2. Click the Select event property drop-down.

  3. Select Link URL from the list.

  4. Set up the rest of the filter as follows: equals <URL of link>.

Segment contacts based on who sent/received the campaign

To find out the recipients of a campaign, i.e. to whom campaign was sent or delivered, we can also create a segment using event conditions.

To create a segment of everyone to whom campaign was sent:

  • Select "Something was done or not done” > Select event dropdown.

  • Under Messaging events, choose Sent Message

  • Set up the rest of the filter as follows: At least once over all time

  • Add a Where condition by clicking on the nested + icon

  • Select Campaign equals <campaign-name> from the dropdown. You can search by Campaign name or ID (from the URL)

To create a segment of everyone to whom campaign was delivered:

  • Select "Something was done or not done” > Select event dropdown.

  • Under Messaging events, choose Received Message

  • Set up the rest of the filter as follows: At least once over all time

  • Add a Where condition by clicking on the nested + icon

  • Select Campaign equals <campaign-name> from the dropdown. You can search by Campaign name or ID (from the URL)

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