Segment Options and Operators
In this guide
Use the table below to jump to categories of Segment options
| Category |
Description |
List
|
Whether a Contact is or is not on a specified List |
| Contact Properties |
Contacts' standard properties like email address, name, and subscription information |
| Custom Fields |
Contacts' custom field data |
| Engagement & Activity |
Contacts' email engagement and website activity |
| Forms |
See Contacts who did or did not sign up using specified forms |
| Contact Tag |
Contacts' applied or not applied Tags |
| In Automation |
Whether a Contact is or is not currently in a specified Automation |
| Reviews |
Contacts' review activity |
| Shopify |
Contacts' attributes and activity in a Shopify store |
| BigCommerce |
Contacts' attributes and activity in a BigCommerce store
|
⚠️ Use caution when selecting location based Segment options
Segmenting by location depends heavily on your business operations. Make sure to read the descriptions of each location option carefully. If you ship products, your best bet is to use a line from your customers' shipping locations using your eCommerce integration's Segmentation options instead of the address data in the Contact Properties section.
List Status
| Options |
Description |
| Is on List |
If contact is on specific list |
| Not on List |
If contact is not on specific list |
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| Options |
Operators |
Description |
| Email Address |
Is, Not, Contains, Does Not Contain, Starts With, Ends With |
Contact email address |
| First Name |
Is, Not, Contains, Does Not Contain, Starts With, Ends With |
Contact first name |
| Last Name |
Is, Not, Contains, Does Not Contain, Starts With, Ends With |
Contact last name |
| Phone |
Is, Not, Contains, Does Not Contain, Starts With, Ends With, Exists, Does Not Exist |
Phone number digits |
| Geolocation |
Is, Not |
Contact location based on last email or SMS click |
| Zip/Postal |
Is, Not, Contains, Does Not Contain, Starts With, Ends With, In, Not In |
Zip code stored in the Contact's profile (to search multiple Zip/Postal codes select In or Not In and separate multiple zip codes with commas) |
| Device |
Is, Not |
Contact device used |
| Lifetime Value |
Is equal to, Is less than, Is greater than |
Lifetime value of a Contact across all stores in an account. Values must be entered with a decimal place and cents ( 100 will cause an error, 100.00 will be accepted) |
| Subscription Date |
Is, Is After, Is Before, In the Last, Not In the Last, Before the Last |
Contact Opt-in date |
| Signup Source |
Was, Was Not |
Contact Opt-in type |
| SMS Consent |
Has, Does Not Have |
Contact SMS consent record |
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Custom Fields
| Options |
Operators and description |
| Custom Field |
- Is - The text or date in the custom field on the contact's profile exactly matches the text entered in the segment builder
- Not - The text or date in the custom field on the contact's profile is null or anything other than the text entered in the segment builder
- Contains - The text or date in the custom field on the contact's profile contains all of the text entered in the segment builder
- Does Not Contain - The text or date in the custom field on the contact's profile is null or does not contain all of the text entered in the segment builder
- Starts With - The text or date in the custom field on the contact's profile begins with all of the text entered in the segment builder
- Ends With - The text or date in the custom field on the contact's profile ends with all of the text entered in the segment builder
- Greater Than - The number or date in the custom field on the contact's profile is greater than the number or date entered in the segment builder
- Less Than - The number or date in the custom field on the contact's profile is less than the number or date entered in the segment builder
- In - The number or date in the custom field on the contact's profile matches at least one value entered in the segment builder
- Not In - The number or date entered in the contact's profile for the selected custom field is null or does not match at least one value entered in the segment builder
- In the last* - The date entered in the contact's profile for the selected custom field is in the last X days or months
- Not in the last* - The date entered in the contact's profile for the selected custom field is NOT in the last X days or months
- Before the last* - The date entered in the contact's profile for the selected custom field is before the last X days or months
|
*Contacts with incorrectly formatted dates in their custom fields (i.e., with timestamps) will not be included in segments using these conditions.
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Engagement & Activity
| Options |
Description |
| Opened |
Contact opened Campaign or Automation email |
| Clicked |
Contact clicked link within Campaign or Automation email or SMS |
| Did Not Open |
Contact did not open Campaign or Automation |
| Did Not Click |
Contact did not click link within Campaign or Automation email or SMS message |
| Triggered Event |
Contact triggered custom event |
| Did Not Trigger Event |
Contact did not trigger custom event |
| Visited Site |
Contact visited specified site |
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| Options |
Operators |
| Signup By Form |
Any - Segment will pull all Contacts who signed up using any form in the account
Recent - Segment will pull all Contacts who signed up using any form in the account during the specified period of time
Forms - Segment will pull all Contacts who signed up using the selected form(s) |
| Not Signup By Form |
Any - Segment will pull all Contacts who DID NOT sign up using any form in the account
Recent - Segment will pull all Contacts who DID NOT sign up using any form in the account during the specified period of time
Forms - Segment will pull all Contacts who DID NOT sign up using the selected form(s) |
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| Options |
Operators |
Description |
| Contact Tag |
Has Tag |
Contact has specified custom tag |
| Contact Tag |
Does Not Have Tag |
Contact does not have specified custom tag |
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In Automation
| Options |
Description |
| Is In Automation |
Contact is currently in one or more specified Automations |
| Not In Automation |
Contact is currently not in one or more specified Automations |
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Reviews
To see Reviews Segment options:
- Select your eCommerce provider from the Options dropdown
- Select your store
- Select Reviews
| Options |
Description |
| Submitted Review |
Contact submitted a Review |
| Submitted Review with Photo |
Contact submitted a Review and included a photo (subset of Submitted Review) |
| Has Any |
Contact meets the criteria for the Submitted selection |
| Does not have any |
Contact does not meet the criteria for the Submitted selection
|
| Number of Reviews |
Specify the number of reviews left by the Contact |
| Rating |
Specify the star rating given in the review |
| Submitted date |
Specify a review submission date or date range |
| Product(s) |
Specify product(s) reviewed |
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Shopify
Customer Data
⚠️ Contacts must have made a purchase to be counted in Shopify Customer Segments
| Filter |
Notes |
| Exists |
Customer exists in your Shopify store's database |
| Total Spend |
Customer's total amount spent in your Shopify store |
| Number of Orders |
The number of orders the customer has placed in your Shopify store |
| Country |
Country entered in your Shopify store |
| State/Province |
State/province entered in your Shopify store
|
| City |
City entered in your Shopify store
|
| Verified Email |
Whether the customer's email has been verified or not for your Shopify store |
| Accepts Marketing |
Whether the customer has given consent to receive marketing emails or not from your Shopify store (see Email Consent for more information) |
| Customer Since |
Use date parameters to select a window in which the Contact became a customer by placing an order or creating an account with your Shopify store |
| Tag |
Use parameters to select Shopify tags (for Tags applied to Contact profiles in Sendlane, see the Contact Tag section) |
| |
|
Order Data
⚠️ When using relative date filters (in the last X days/months/years), order data is based on the Contact's most recent purchase only
⚠️ When using Product related filters to check for one of multiple possible items in an order, use the in/not in operators
The is operator will pull orders containing each product specified and no other products. When you are looking to see orders that contains or does not contain at least one of multiple specified products, use the in/not in operators.
Order data can be filtered by one of the following order statuses (review your Shopify store's :
- Any
- Fulfilled
- Partially Fulfilled
- Unfulfilled
- Returned/Restocked
| Filter |
Notes |
| Exists |
Order exists in your Shopify store's database |
| Does Not Exist |
Order does not exist in your Shopify store's database |
| Product |
Product associated with or not associated with order |
| Product Collection |
Product Collection associated with or not associated with order |
| Product Tag |
Product Tag associated with or not associated with order |
| Product Type |
Product Type associated with or not associated with order |
| Product Price |
Product price equals, is greater than, or is lesser than the specified value |
| Product Variant |
Product Variant associated with or not associated with checkout |
| Total Price |
Total amount spent on the order (including tax) equals, is greater than, or is lesser than the specified value |
| Order Date |
Date order was placed |
| Canceled Reason |
Reason order was canceled
|
| Discount Code |
Order used or did not use specified discount code
|
| Landing Site |
Landing site is or is not the specified URL |
| Note |
Note associated with order does or does not contain |
| Processed Date |
Date order was processed |
| Referring Site |
Referring site is or is not the specified URL |
| Source Name |
Order source is or is not Web, POS, iPhone, Android, or API |
| Order Tag |
Specified tag is or is not associated with order |
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Checkout Data
⚠️ When using Product related filters to check for one of multiple possible items in an order, use the in/not in operators
The is operator will pull orders containing each product specified and no other products. When you are looking to see orders that contains or does not contain at least one of multiple specified products, use the in/not in operators.
| Filter |
Notes |
| Exists |
Checkout exists in your Shopify store's database |
| Does Not Exist |
Checkout does not exist in your Shopify store's database |
| Complete |
Checkout is or is not complete |
| Discount Code |
Checkout used or did not use the specified discount code |
| Billing Address Country |
Country associated with the checkout billing address |
| Billing Address State/Province |
State/Province associated with the checkout billing address
|
| Billing Address City |
City associated with the checkout billing address
|
| Billing Address Zip |
Full or partial zip associated with the checkout billing address |
| Date Created |
Date checkout was created |
| Email |
Email associated with or not associated with checkout |
| Product |
Product associated with or not associated with checkout |
| Product Collection |
Product Collection associated with or not associated with checkout |
| Product Tag |
Product Tag associated with or not associated with checkout |
| Product Type |
Product Type associated with or not associated with checkout |
| Product Price |
Product price (not including tax) equals, is greater than, or is lesser than the specified value |
| Product Variant |
Product Variant associated with or not associated with checkout |
| Total Price |
Total price of the checkout equals, is greater than, or is lesser than the specified value |
| Shipping Address Country |
Country associated with the checkout shipping address |
| Shipping Address State/Province |
State/Province associated with the checkout shipping address
|
| Shipping Address City |
City associated with the checkout shipping address
|
| Shipping Address Zip |
Zip associated with the checkout shipping address |
| Source Name |
Checkout source is or is not Web, POS, iPhone, Android, or API |
| Subtotal Price |
Checkout subtotal equals, is greater than, or is lesser than the specified value |
BigCommerce
Customer Data
| Filter |
Notes |
| Average Order Value |
Customer's average order value |
| Accepts Marketing |
Customer does or does not accept email marketing |
| Lifetime Value |
Customer's lifetime value |
| Purchased |
Customer has or has not purchased since specified date or range |
| Total Orders Placed |
The number of orders the customer has placed in your BigCommerce store |
| Country |
Country associated with the customer record in your BigCommerce store |
| State |
State associated with the customer record in your BigCommerce store |
| City |
City associated with the customer record in your BigCommerce store |
| Customer Since |
Customer record has existed in your BigCommerce store since the specified date or range |
Checkout Data
| Filter |
Notes |
| Exists |
Checkout exists in your BigCommerce store |
| Does Not Exist |
Checkout does not in your BigCommerce store's database |
| Complete |
Checkout is or is not complete |
| Total Price |
Checkout total equals, is greater than, or is lesser than the specified value |
| Product Category |
Product Category associated with or not associated with checkout |
| Product Price |
Checkout's product price equals, is greater than, or is lesser than the specified value |
| Discount Code |
Checkout used or did not use specified discount code |
| Date Created |
Checkout was created on or before specified date or range |
| Product |
Checkout contains or does not contain specified product(s) |
| Billing Address Country |
Country of the checkout's billing address |
Billing Address City
|
City of the checkout's billing address |
| Billing Address State/Province |
State/Province of the checkout's billing address |
| Billing Address Zip |
Zip of the checkout's billing address |
| Shipping Address Country |
Country of the checkout's shipping address |
| Shipping Address City |
City of the checkout's shipping address |
| Shipping Address State/Province |
State/Province of the checkout's shipping address |
| Shipping Address Zip |
Zip of the checkout's shipping address |
Order Data
⚠️ When using relative date filters (in the last X days/months/years), order data is based on the Contact's most recent purchase only
Order data can be filtered by one of the following order statuses:
- Any
- Fulfilled
- Partially Fulfilled
- Unfulfilled
- Returned/Restocked
| Filter |
Notes |
| Exists |
Order exists in your BigCommerce store's database |
| Does Not Exist |
Order does not exist in your BigCommerce store's database |
| Total Price |
Total price of the order equals, is greater than, or is lesser than the specified value |
| Product Category |
Product category associated with or not associated with order |
| Product Price |
Product price equals, is greater than, or is lesser than the specified value |
| Discount Code |
Order used or did not use specified discount code |
| Order Date |
Date order was placed |
| Product |
Product associated with or not associated with order |
Source
|
Order source is or is not Web, POS, iPhone, Android, or API
|
| Updated Date |
Order was or was not updated on the specified date or range |
| Billing Address Country |
Country of the checkout's billing address |
Billing Address City
|
City of the checkout's billing address |
| Billing Address State/Province |
State/Province of the checkout's billing address |
| Billing Address Zip |
Zip of the checkout's billing address |
| Shipping Address Country |
Country of the checkout's shipping address |
| Shipping Address City |
City of the checkout's shipping address |
| Shipping Address State/Province |
State/Province of the checkout's shipping address |
| Shipping Address Zip |
Zip of the checkout's shipping address |
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