Segmentation by Events

An event is any event on a website/in a mobile app made by or related to the particular customer. It has a date, type, and a set of mandatory and optional parameters.

Examples of such events are:

• order;
• abandoned browse;
• abandoned cart;
• new sales;
• price drop, etc.

To set up segmentation by events, go to your personal profile > Settings > Events.

Contact Mapping

To keep the event assigned to the contact, you need to know which event parameter contains the contact identifier and which contact field is used as an identifier.

Step 1. Check the Event Parameters

For events without the contact identifier, other parameter names will be searched by default in the order they go in the event and, when detected, mapped to the corresponding contact:

* Field names are case insensitive.

** All event parameter names, except the email address, are case sensitive.

When the event is sent with one of the parameters from the left column, the system automatically assigns it to the corresponding contact field in the system from the right column when it finds such an identifier.

For example, there is the event with the key "PhoneNumebr:" +7759648987. The system recognizes that it was triggered by the contact with the specified phone number and starts searching for that contact. If such contact exists, our system will assign the event to this contact.

Sample of the event that will be automatically assigned to the contact:

First, decide what type of event will be used for segmentation and make sure its parameters are transmitted in the proper way.

1. Go to Automation > Event history.

2. Select the event type.

3. Click the event name to see the parameters of the event and check them with the parameters from the mapping table. If all the parameters correspond, move on to Conditional mapping.

In the example, "phone" doesn't fit any value from the table due to case sensitivity.

You need to configure additional mapping, so move to the next step.

Step 2. Configure Conditional Mapping

To use a different event parameter name or contact field, configure the conditional mapping. For events without the configured parameter, the default mapping search order will be applied.

1. Enable Configure conditional mapping.

2. Fill in the fields and click Save.

Set Up Events for Segmentation

1. Go to Automation > Event types.

2. Select the necessary event and enable Use event for contact segmentation.

How to Build Segments for Segmentation by Events

You can build segments based on both event type and number and event parameters. The process is the same as for regular dynamic segments, only using additional parameters.

1. Go to Contacts > Contact segments and click Add a segment.

2. Choose Dynamic.

3. Fill all the fields and click Next.

4. To add conditions, click Add card > Events > Other.

Note. This event category is available only if the corresponding event was sent to the system.

1. with basic segmentation, you can segment events only by the number and type;
2. with advanced segmentation, you can segment by the event parameters.

For example, you need to include in a segment all customers from London whose first purchase was sneakers over $500.

Set up the following event parameters:

• Other → first purchase → totalPrice → more than 500
• Other → first purchase → items.title → sneakers
• Other → first purchase → city → London

The card would look as following:

Note that today next to first purchase is set by default. To set a different time, click today and select the necessary value from a drop-down menu.

5. Click Save.