Types of Segmenting
Create powerful segments by combining different data resources — from simple filters to advanced groups using AND/OR logic and even nested segments — perfect for targeted marketing, reporting, and automation.
In this article, we’ll walk through:
Simple Segments
Simple segments use single/multiple filters where all conditions must match (AND) or any condition can match (OR), without needing groups.
Total Spent > $100 AND Order Count > 2
Find customers who spent over $100 and placed more than 2 orders.
Other Examples:
Order Status = Completed AND Payment Method = Stripe
Find completed orders paid with Stripe.
Billing Country = US OR Customer Joined over 12 months ago.
Find customers from either the United States or who joined over 12 months ago.
Grouped Segments (AND/OR Logic)
Grouped segments allow you to combine AND and OR conditions together by grouping related filters.
(Payment Method = PayPal or were from the US) AND (Coupon Code Used OR Total Discounted > $0)
Find orders that used a coupon or received a $10+ discount and paid via PayPal.
Examples:
- (Billing Country = US OR Total Spent > $500) AND (Order Count > 3)
Find customers who are either located in the US or have spent over $500, and who have placed more than 3 orders.
- (First Order Source = Facebook OR Landing Path contains “/promo”) AND (Customer Total Spent > $300)
Find customers whose first order came from Facebook or who landed via a promo page, and who have spent over $300 total.
Grouping ensures your filters behave logically when mixing different match types.
Nested Segments
Nested segments allow you to reference one segment inside another, enabling very advanced targeting that can combine difference data resources such as Customers, Orders (and Subscriptions)
- (Ordered Contains = Product X) AND (Customer is in VIP Facebook segment)
Find orders that contain a certain product where the customer is part of the saved segment VIP Facebook.
Plus adding your own dynamic conditions.
Examples:
- (Customers that have not purchased Product X) AND (have an active subscription that contains product Y)
Target customers whose haven't yet purchased a certain product but have an active subscription containing product Y
(Customer Joined > 24 months) AND (Orders Created in the past 7 days and Coupon Code = PROMO21) AND (Subscription renews in 7 days).
Find customers that joined over 24 months ago that have recent orders that used the coupon code promo21 and also have a subscription that renews in less than 7 days.
