First steps
User Data
- 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
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- 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
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- 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 Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App 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
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Segmentation
Segmentation is the process of dividing the contact database into segments based on specific conditions, such as gender, date of birth, order value, region, interests, etc.
Effective segmentation allows for more precise adaptation of marketing strategies, messages, and offers for each segment of contacts. It can also enhance the efficiency of campaigns and improve interaction with the audience.
Segments Types
There are two types of segments in Yespo:
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Lists: static segments, that are updated manually, via workflows, or by transferring data via API. For example, when importing contacts, exporting them from reports or dynamic segments.
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Dynamic: dynamic segments that are regularly updated according to specified conditions. As soon as a contact matches the specified conditions, it’s automatically added to the segment. If the contact ceases to meet the conditions, it automatically leaves the segment.
Creating Segments
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Go to Contacts → Segments and click Add segment.
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Select the type and click Create.
Learn more about how to create dynamic segments >
Segment Management Options
To access management options, press the three dots icon in the segment field.
Available options:
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Contacts export
Any dynamic segment can be transformed into a regular contact list. For example, it is necessary to save contacts in a permanent list, as contacts in dynamic segments are constantly updated depending on conditions.
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Copy segment
Only for the Dynamic segment type.
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Split segment
Used for A/B testing. Splitting can be done manually or automatically by activating the Distribute evenly switch.
Note
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.
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Empty segment
Only for the List segment type.
Note
When you delete contacts from the list, they will remain in your database.
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Delete segment
If you choose the Delete contacts also option, recovering contacts will be impossible.
Searching for Segments
For a quick segment search, use the search field for:
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Name
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ID
Note
The list of segments shows the workflows in which they are used