Build a customer segment
Create your first segment.
Learn how to create targeted customer segments in Bird. In this guide, you'll learn how to:
Create and name custom segments based on specific criteria
Set up list membership conditions to filter contacts
Define engagement rules based on message interactions
Combine multiple conditions using And/Or logic
Save and manage your segments for future use
Go to Marketing > Manage > Audience > Lists & Segments.
Click Create new segment in the top-right corner.
Enter a clear, descriptive name (e.g., Newsletter engaged).
Optionally, add a description and tags to help with search and organization.
Click to Add a definition.
Choose a condition type from the dropdown. Common examples include:
If someone is or is not in a list
If something was done or not done
If someone has or has not a specific attribute
Example:
To target users who are subscribed to your newsletter and have opened at least one message in the last 60 days:
First condition:
Select "If someone is in a list"
Choose the Newsletter list
Click the + button to add another condition.
Second condition:
Select "If something was done"
Choose the event "Opened message"
Set it to At least once within the last 60 days
Use "AND" if contacts must meet all conditions.
Use "OR" if contacts can meet any of the conditions.
You can continue adding and combining conditions to fine-tune your segment.
Once all your definitions are set, click Save. Your segment will now appear in your Lists & Segments tab and automatically update as contacts meet (or no longer meet) the conditions.
You can build an segment to target contacts based on activity in an ecommerce store like Shopify.
You'll need to have an ecommerce store integration installed to be able to set up this segment.
In this example, we'll show you how to create an segment of contacts who have:
Not placed an order for a product in the last 90 days.
Go to Audience > Create new > Create segment.
Under segment definition, select “if something was done or not done” from the dropdown, then in the event dropdown choose your event e.g. cart abandoned
Set up the rest of the filter as follows: Zero times in the last 90 days.
Below the condition that we just set up, click the '+'.
Click the Select event property dropdown, and choose Total price.
Set up the rest of the filter as follows: is greater than 10.
Click Save segment to save your segment.
You can build an segment to target contacts based on how they've interacted with marketing messages that you have sent via Bird.
In this example, we'll show you how to create an segment of contacts who have:
Clicked or opened an email you sent them at least twice in the last 30 days.
Go to Marketing > Manage > Audience >List and segments Create new > Create segment.
Under segment definition, select “if something was done or not done”Under Messaging events, choose Email opened.
Set up the rest of the filter as follows: At least 2 times In the last 30 days.
Okay, now let's take it a step further. Let's say we want to segment contacts who have done all of the above AND clicked a link in any of the emails you've sent them in the last 30 days:
Click Add new condition.
Click the Select event dropdown.
Under Messaging events, choose Email link clicked.
Set up the rest of the filter as follows: At least 1 times In the last 30 days.
But what if we've sent multiple campaigns over the last 30 days, and we want target contacts who have clicked a specific link? We can do that too:
Below the condition that we just set up, click the '+'.
Click the Select event property drop-down.
Select Link URL from the list.
Set up the rest of the filter as follows: equals <URL of link>.
