Setting User Actions with Yotpo SMS & Email Texts as Rules in Segments

Using the Yotpo SMS & Email filter, you can segment and create effective SMS marketing campaigns that target specific customers already stored in the app.

 In this article, you'll learn how to create a dynamic segment that collects and adds new customers that are:

• Part of a list: Segment customers that are a part of any of the lists you have created.
• Not part of a list: Segment customers that are not part of the lists you have created.
• Is part of a segment: Subsegment customers that are a part of a larger segment.
• Part of a Text Marketing campaign: Segment customers that are a part of an active text marketing campaign.
• Converted via SMSBump: Segment customers that have made a purchase after clicking on link sent in a marketing message.
• Clicked on a SMSBump link: Segment customers that have clicked on link sent in a marketing message.
• Has not confirmed SMSBump subscription: Segment customers that have not yet confirmed their subscription to receive marketing messages.

Getting started

1. In your Yotpo SMS & Email main menu, go to Audience > Lists & Segments.
2. Click Create list or segment.
3. Under Select filter, you will be able to choose from a number of different segment filters.

• Customer behavior
• Customer attributes
• Location based
• SMSBump App Events
• Order Info
• Integrations

4. Under SMSBump, let’s begin with "is part of a list".

Is Part of a List

From the dropdown menu, you will be able to choose an existing list you would like to transform into a segment. Doing so, your list now becomes dynamic once you add additional behavior rules such as money spent.

You can also choose the option not part of a list if you would like to include certain customers that aren’t a part of a list.

Is Part of a Segment

You are able to create a subsegment of customers that are a part of a larger segment. Use this option if you’d like to refine your targeted customers, for example: Women that are only interested in leather goods, and have bought boots costing more than $50.

You may also choose the option not part of a segment to include certain customers that are not a part of a segment.

Part of a Text Marketing Campaign

You may be interested in refining your next campaign by segmenting a previous one. In this case, you can choose your campaign from the drop down menu and whether or not the customer has clicked on a link and made an order during the campaign by selecting Yes or No.

Converted via SMSBump

Create a segment of customers that have previously made a purchase through a text marketing campaign you have sent. Use this filter combined with the number of orders behavior, when you’d like to send out a special deal to reward loyal customers.

Clicked on a SMSBump Link

Motivate this segment of customers who have clicked on a link in a marketing message but have not made a purchase, by sending them a unique discount offer they won’t be able to resist.

Has not Confirmed SMSBump Subscription

Use this segment rule if you’d like to have a group of all customers who have not yet confirmed their subscription to receive SMS marketing from you.