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Create a product change segment

Enable increased personalization, responsiveness to catalog changes, targeted messaging, and tailored content based on product changes.

Updated over a week ago

1. Create new segment

  1. Go to Data > Segments.

  2. Select CREATE SEGMENT.

  3. For Select the type of segment you want to create, select Product Change.

  4. Select CREATE SEGMENT.


2. Add segment rules

Rules on a segment define the specific criteria or conditions that visitors must meet to be included in the segment. For Product change segments, there is a single category for the conditions you can use in you rule: Product.

Condition

Description

Product Field

Specific product attributes, such as price, category, or brand.

Extra Data

Incorporate additional product information, such as custom attributes.

Product Change

Monitor and respond to changes in your product catalog.

Changes are:

  • Price Change

  • Price Drop (%)

  • Back in Stock

  • Low Stock

SKU-level Variants

Specific product variations, like color, size, or material.

To add rules to your segment:

  1. Select the Add rules tab.

  2. Expand the condition category you want to build rules from.

  3. Drag a condition into the segment canvas on the right side.

  4. Configure your rule on the configuration tab.

Target data with conditions

To match ANY value from a list, you can use multiple values within one condition. For example, to target visitors who have browsed computers OR the brand: Roxy in the last 30 days, use the rule any product with the tag or tag value and enter both values in the tag input field.

To match ALL values you specify, use multiple separate rules. For example, to target visitors who have browsed computers AND brand: Roxy in the last 30 days, create one rule for Has browsed any product with the tag or tag value computers and another for Has browsed any product with the tag or tag value brand: Roxy, and drag both onto the rule tree.

To exclude values, use exclusion condition options. For example, to target visitors who have browsed computers but haven’t made a purchase in the last 30 days, create one rule for Has browsed any product with the tag or tag value computers and another for Has purchased no products in the last 30 days, and drag both onto the rule tree.


3. Configure segment options

To specify settings for the segment:

  1. Select the Options tab.

  2. Configure your segment:

Option

Description

Segment Name

Choose a name meaningful to you.

How many days are scanned for product changes

Enter the number of days, for example, 30.

How many days are scanned for people who browsed that product

Enter the number of days, for example, 30.

Include person records with marketing permission

Select to only include person records with marketing permission.

Include people who have purchased recently

Select to include people who have purchased recently.

Include field names in the segment file

Select to include field names in the segment file.

Re-generate Segment every

Enter a number and select the period (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

Select a channel for uploading the segment data.

Field Mapping for Upload

Select the fields to be included in the uploaded data.

Send Email After Segment Build

Send an email with the results of the segment build to a specified email address.

Send Email After Segment Upload

Send an email when the segment has been uploaded.

Send Email When Segment Expires

Send an email when the segment expires to a specified email address.

If Checked, Send Email To:

Specify the email address(es) to receive notifications about the segment.

Generate Price-drop/ Back-in-stock/ Low-stock signals

Required to make this segment available to Price-Drop/Back-In-Stock Triggers.


5. Preview products

To preview the products included in the segment, select PREVIEW PRODUCTS and then select the Preview tab.


6. Save and generate

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

Your segment is now ready to be used.

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