Building your First Segments in Customer.io
Now that you have your account set up you can build new campaigns and broadcasts. First, you’ll need to build your segments. These are the audiences of people you’ll be sending emails to.
Click on Segments in the menu bar on the left-hand side of your dashboard. Then in the upper right-hand corner, click Create Segment.
Create a name for this segment and a short description to remind yourself or let others in your organization know how this segment should be used. Then click on Create Data-driven Segment.
Segment based on a Pass Type
Here is where we start building out the segments for different events, performances or categories. Start by adding a condition or group and selecting Event. Events are anything that happens on your customer’s accounts; this includes things like they purchased a pass, they canceled a subscription, they used a class in a class pack, etc.
The first type of segment we’ll create is based on a pass you’ve created in Union. Passes are one-time purchases and do not auto-renew (i.e free trial or a drop-in class).
Under event_name select "Pass_issued" and "has been performed".
If you stopped here, this segment would include anyone who has been issued any pass ever in your organization. But we want to be more specific with this audience to ensure that our marketing is hitting the right people.
To narrow your audience click Refine.
Then select Add event data filter.
Here you’ll be able to get specific on what exact passes you want to be included in this segment. You can also make it a requirement that All the selected passes are issued to a specific customer or that “at least one” of them are. In most cases, you’ll want to change to at least one.
Under the Event Attribute name select pass_type_id. Is equal to should stay the same, and then we'll grab the value over on Union.
In Union, go to your passes and select and click on the name of the pass you're building a segment for.
Here you'll copy and paste the ID code into the value over on Customer.io
If you’d like to add multiple passes to this segment click on add event data filter to create another row and select a second pass_type_id and follow the instructions from above.
If you’ve selected All of the following event attributes your customer will have to have purchased all the passes listed here. If you choose at least one of the following event attributes then your customer only has to have purchased one of these passes in order to be added to the segment.
Once you’ve added all the passes you want in this segment click on Save Changes.
Segment based on Subscription Type
A segment based on a subscription goes through the same process as building a segment with a pass except that when you are choosing the type of event, you’ll select Subscription_issued instead of Pass_issued.
To make this apply to a specific type of subscriptions follow the instructions above to add a condition or group to this segment.
Segment based Active Pass/Subscription
Often, when you’re creating subscription or pass segments, you only want the active subscribers or pass holders. To ensure that you’re only speaking to active purchases you’ll need to include one more step within your segments.
After you’ve narrowed down your segment to the specific pass or subscription, add another “condition or group” and this time select Attribute. Attributes are specific rules we’ve placed on your users to report data that we see as being important. Active_subscription and Active_Pass will most likely be the only ones you’ll utilize when building a segment.
Select the profile attribute as Active_subscriber and make it is equal to. Finally, type the word true into the value if you want the segment to apply to all active subscribers. If you create a segment that’s for non-active subscribers (those who purchased in the past but have canceled) you can set the value to false.
And there you have it. You’ve not built a segment for all active subscribers of a specific subscription for your organization. You can now use these segments that you’ve built to create broadcasts or campaigns and start marketing your amazing services and products.