You can create behavioral segments to understand better and target specific shopper behaviors, delivering more personalized and effective marketing campaigns that increase customer engagement and sales.

1. Create new segment

To create a new behavioral segment:

Go to Data > Segments.
Select CREATE SEGMENT.
For Select the type of segment you want to create, select Behavioral.
Select CREATE SEGMENT.

2. Add segment rules

Rules on a segment define the specific criteria or conditions that shoppers must meet to be included in the segment.

To add rules to your segment:

Select the Add rules tab.
Expand the condition category you want to build rules from.

There are three condition categories: Person, Person history, and Location. To learn more, see the table Behavioral conditions below.
Drag a condition into the segment canvas on the right side.
Configure your rule on configuration tab.

Behavioral conditions

Category	Condition	Description
Person	Person Field	Targets shoppers based on specific custom person field data stored in their profiles.
	Has Viewed	Targets shoppers who have viewed specified SmartBlocks or Slots within a given time frame.
	Lapsed Buyer	Targets shoppers who have not made a purchase within a specified time frame.
	New Buyer	Targets shoppers who have recently made their first purchase.
	Explicit Permission	Targets shoppers who have explicitly granted marketing permission.
	On Experience	Targets shoppers who are part of a specific experience, such as a promotion or campaign.
	Disengaged	Targets shoppers who have not engaged with the website or marketing content within a specified time frame.
	Top Buyer	Targets shoppers who have a high purchase frequency or spend, contributing significantly to revenue.
	Member of a Segment	Targets shoppers who are already part of another defined segment.
	Purchase Price Prediction	Targets shoppers based on their predicted future purchase price.
Person History	Has Browsed	Targets shoppers who have browsed specific products or product categories within a given time frame.
	Custom Signal	Targets shoppers based on custom signals (events) triggered within their browsing sessions.
	First Visit Within	Targets shoppers who have visited the website for the first time within a specified time frame.
	Recent Purchase Value	Targets shoppers based on the value of their recent purchases.
	Has Purchased	Targets shoppers who have purchased specific products or product categories within a given time frame.
	Has Carted	Targets shoppers who have added specific products or product categories to their cart within a given time frame.
	Session Count	Targets shoppers based on the number of sessions they have had on the website within a specified time frame.
Location	Country	Targets shoppers based on their country of residence or the country associated with their IP address.
	Location Known	Targets shoppers whose geographic location is known, allowing for location-based personalization.

Targeting data with conditions

To match ANY value from a list, use multiple values within one condition. For example, this (below) targets shoppers who have browsed computers OR brand: Roxy in the last 30 days.

Segment browse condition with multiple values

To match ALL values, use multiple conditions. For example, this (below) targets shoppers who have browsed computers AND brand: Roxy in the last 30 days.

Segment Multiple Browse Conditions 1

Segment multiple browse conditions 2

Segment multiple browse conditions 3

To exclude values, use exclusion condition options. For example, this (below) targets shoppers who have browsed computers but have not made a purchase in the last 30 days.

Segment browsed but not purchased conditions 1

Segment browsed but not purchased conditions 2

3. Configure segment options

To specify settings for the segment:

Select the Options tab.
Configure your segment. The available options and their descriptions are available in the table below.

Option	Description
Segment Name	The name of the segment, which should be easily identifiable.
Include Unidentified Person Records	Option to include unidentified records, useful for targeting shoppers with a field other than email.
Include Person Records with Marketing Permission	Option to include only shoppers with marketing permission, relevant if permission is stored in Fresh Relevance.
Include Field Names in Segment File	Option to include field names in the segment file.
Regenerate Segment Every	Schedule for regenerating the segment on a recurring basis, specified in hours or days.

4. Set post-build actions

On the Post-Build tab, specify actions to take after your segment is generated. Actions available are:

Post-built action	Description
Upload to this Channel	Option to select a channel for uploading the segment data.
Field Mapping for Upload	Option to select the fields to be included in the uploaded data.
Send Email After Segment Build	Option to send an email with the results of the segment build to an admin.
Send Email After Segment Upload	Option to send an email when the segment has been uploaded.
Send Email When Segment Expires	Option to send an email when the segment expires.
If Checked, Send Email To:	Specify the email address(es) to receive notifications about the segment.
Generate custom signals	Generates a signal for every shopper included in the segment to activate the Trigger. Required to make this segment available to custom Triggers. Enter a unique name for this signal.

5. Save and generate

Once the segment is configured, select SAVE. Then select GENERATE SEGMENT.

Segments overview

Create a product change segment

Use segments to include customers that have purchased only once

Marketing rule types

View segments and their details