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Introduction to Creating SMS Marketing Segments

The SMSBump Segments help you specifically target certain customers during a text marketing campaign. This post will give you an overview of how to get started with SMS marketing segmentation for your Shopify store.

 

The main difference between lists and segments is:

 

  • Lists are static (you can upload a list of customers and the number of customers will stay constant)

  • Segments are dynamic and autofill new subscribers whenever your segmentation rules are met

 

Important: You can import lists into segments and individual segments into other segments. Your possibilities are endless — but more on that later. All you need is to have the right marketing strategy.

 

Getting Started

 

Navigate to your SMSBump dashboard and click on Lists & Segments.


 


Next, you should see a few predefined lists and segments.
 

  • Text marketing list: This is a list of everyone gathered from your subscription form, keyword, and check out opt in.

  • Engaged customers: This is a segment of customers who have clicked on a link in an SMS.

  • Converted customers: This is a segment of customers who have made a purchase.

 

Create a New Customer Segment

 

Click on Create new to create a new segment.

 

 

Under the Type drop down menu choose Segment and give it a name under Enter a unique name for your segment.



Click on Create to save your segment. Your segment has now been created.

 

Select Segmentation Filters

 

Under Select filter, you will be able to choose from a number of different segment filters. We have created an instructional blog post for each one below, so you can click on the desired filter to learn how to set it up.
 




Click on the desired Segment rule according to your marketing strategy, and fill in the required fields.

 

For example, choose Money spent like we did in the image below to create a segment containing all the customers in your Shopify store who spent more than $60.

 

You can combine this with all of the other segmentation rules to narrow down your audience based on traits such as location, previous SMS interactions, or product interests.

 

 

You can add additional filters by clicking on the Add filter button.

 

Once you are happy with the rules you’ve set, click on Update Rules.

 

Congratulations! You have now created a segment following a specific set of rules.

 

Actions

 

 

Your new segment will now appear under Lists and Segments. Under Actions, you will be able to:
 

  • Update rules: Delete or add new rules to your segment.

  • Send campaign: Send a text marketing campaign to the customers in your segment.

  • Edit name: Edit the segment name.

  • Delete: Delete the segment.
     

To learn how to send a campaign to your new segment, read this post.

 


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