Segments let you create dynamic groups of customer profiles based on conditions that are managed automatically in real time.
Reach your audience based on their characteristics (like location, age, gender), their behavior (what they purchased, how much they spent) or any possible combination of both.
Segments are updated in real time and always contain the customer profiles that match the current conditions.
We recommend using Segments for building the specific demographics that you want to reach in your promotional campaigns.
Type of segments
Customer profile characteristics
These are the properties of your customer profiles. You can provide this information using any available integration, from your own source, from your CRM, or through the API.
- Gender
- Age
- Location: Select cities, entire regions or countries.
- Device: If the customer profile subscribed through a web capture such as a pop-up, clicked a short link, or is associated with a tracked website session, you can target by device type (desktop, mobile, tablet), device brand, or OS.
- Mobile operator
- Subscription source: How they subscribed, such as QR code, shareable link, form, checkout opt-in, capture, channel, or short code.
- Custom properties: Any custom defined property that you previously created.
Customer activity
Actions performed on your audience can be used for segmentation and are in fact one of the most powerful and effective ways to segment.
Some actions, such as short link clicks, are automatically tracked as events. If you connect your eCommerce website with one of our ready-to-go implementations like Mercado Libre, Hellotext can receive real-time events performed by customer profiles, such as products purchased and amount spent.
Some examples of activities you can use for segmentation:
- Clicked on a short link: When a customer clicked a short link from a campaign you sent.
- Viewed a product or visited a page
- Added items to the cart
- Purchased a product
- Installed an app
- Completed a form
- Custom actions: Any custom action created by you.
Create a segment
From the Audience section click on the 
button near the bottom right of the page and select New Segment.
You will be asked to select the type of condition you want for this segment.
You can add additional conditions to the same segment clicking on the Or and And buttons.
- Or: Select this option when you want the segment to match one or the other condition specified. For example: United States or Canada.
- And: Select this option when you want the segment to match both conditions. For example: Women from United States.
When you are ready with your segment click on Save Changes.
It takes a few seconds to start seeing customer profiles in your newly created segment.
Edit a segment
From the Audience section simply move the mouse over the segment title that you want to edit on the left side.
An edit icon will be visible on its right. Click on the icon. A pane will be opened on the right side of the page.
After you are done editing your segment click on Save Changes.
It can take a few seconds to refresh the segment and reflect your new changes.
Removing a segment
Removing a segment only removes the segment itself and does not delete the customer profiles that it may contain.
From the Audience section simply move the mouse over the segment title that you want to remove on the left side.
An edit icon will be visible on its right. Click on the icon. A pane will be opened on the right side of the page.
Click on the trash icon near the bottom right area of the pane.
A confirmation dialog will ask you to confirm the segment deletion.
Click on Delete to confirm the action.