Product change segments allow for increased personalization, responsiveness to catalog changes, targeted messaging, and tailored content based on product changes.
1. Create new segment
To create a new product change segment:
Go to Data > Segments.
Select CREATE SEGMENT.
For Select the type of segment you want to create, select Product Change.
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 is one condition category: Product. To learn more, see the table Behavioral conditions below.Drag a condition into the segment canvas on the right side.
Configure your rule on the configuration tab.
Behavioral conditions
Category | Condition | Description |
Product | Product Field | Create segments based on 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:
|
| SKU-level Variants | Target customers with tailored content based on specific product variations, like color, size, or material. |
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.
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
Segment Browsed But Not Purchased Conditions 3
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 | Choose a name meaningful to you. |
How many days are scanned for product changes | Enter the number of days, e.g. 30 |
How many days are scanned for people who browsed that product | Enter the number of days, e.g. 30 |
Include person records with marketing permission | Select only to 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 | 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. |
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.