- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Using Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Campaign to Those Who Did Not Open the Previous One
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
Events and Behaviour Tracking
Creating a Dynamic Segment
A dynamic segment is created based on dynamic conditions, which you can choose depending on your contact base. The segment cards can change based on whether the contact matches the chosen conditions. This feature can apply to birthday emails, reactivation emails, split between customers and subscribers, etc.
Adding a Dynamic Segment
1. Go to Contacts → Segments and click Add segment.
2. Select the Dynamic segment type and click Create.
3. Fill in general properties:
Segment title: it will be displayed in the general list.
Segment purpose: for example, for triggered emails, regular promo campaigns, etc.
Tags: for quick filtering and searching of segments
4. Click Next.
5. Add condition.
For example, you need to select all subscribers who have read emails this month.
6. Go to the Channels tab → Contact activity by Email → Last opened → During → This month.
7. To see what contacts have been added, click on Preview contacts in the segment.
8. To see how many contacts are in the segment, click on Recalculate contacts.
9. If you need to create a custom condition for creating a segment, scroll down the list of conditions and click Set up segmentation.
10. In the window, select the following type of settings:
Contact field management
Segmentation by custom events
Segmentation by events for eCommerce retailers
11. When all the necessary conditions are specified, click the Done button. The new segment will be available in the general list of groups.
Dynamic Segment Conditions
Let's take a closer look at how to create a segment with multiple conditions.
1. Card conditions
You can create an unlimited number of cards, each having unlimited conditions.
Conditions inside the cards
When adding conditions to a card, the segment will include only those contacts that match the specified conditions.
For example, you add two conditions:
Last opened this year;
Average order check greater than $1,000.
The segment will include only those contacts who have opened emails over the past year, with an average order value of more than $1,000. The card will look like this:
To add the contacts that match any condition, choose the corresponding option in the header of the card:
For example, you add the following conditions:
Last clicked week ago;
Last opened week ago
The segment will include the contacts that either clicked on links in the email or read an email a week ago.
Excluding Conditions from a Card
Any of these conditions can be made negative. Click on ≠ to exclude any condition from the card.
For example, you want to add to the card all the contacts that have opened emails over this month, with an average order value less than $1,000. Exclude the last condition, and the segment will include only the contacts that have opened emails during the last month and their average order value is more than $1,000.
Excluding the Entire Card
You can exclude the whole card. Such a card will be highlighted red and will have a not prefix in the segment equation.
Excluding a Condition from the Segment
With many cards, when you need to exclude a particular condition from the entire segment, use the right column. Contacts that match the conditions from the right column will not be included in the segment.
You can exclude several cards with different conditions.
2. Equation Operators AND/OR
For convenience of operation, you can group conditions in several cards using the following operators:
AND — the segment will include all the contacts that match the conditions of all cards.
OR — the segment will include the contacts that match the conditions of any card.
3. Segment Equation
With many cards, the segment equation is displayed in the following formula: (A or B) – C.
The equation shows in what order the cards are processed.
Brackets are put automatically to unite the cards based on the processing priorities.
The letters in the equation match the cards. A cursor on the letter automatically highlights the corresponding card.
If the card isn’t displayed on the screen, hover over the corresponding letter in the equation to see the conditions.
By default, the contacts that are processed first are united by AND operator. In the equation, such cards are enclosed in brackets.
For example, the equation “(A and B) or C” will be processed as following:
First, the system will find the contacts that match the conditions in A and B cards.
Next, it will add the contacts that match the conditions in C card.
For more convenience, all the features are now available right in the segment interface after you’ve created a card:
1. Export a dynamic segment to the list
You can export all the contact details as a static segment to the existing list. This is relevant for triggers so that a campaign for a segment can be launched instantly.
2. Splitting a Segment
This might be useful for A/B testing.
You can split a segment only if it includes more than 10 contacts. We recommend conducting split tests with more than 2,000 active contacts to avoid inaccurate results.
For any information on the segment creation, see Tutorial at the top of the page.
Hints are divided into 5 categories:
Conditions inside cards
Formula for contacts calculating
"AND", "OR" between cards