This page is a quick tutorial explaining how to design audience segments, add tags to individual customers and groups, or how to filter audiences and add or remove people from a Do Not Contact list.
Dynamically organize your audience based on any information for a relevant interaction with customers. Configure segments using any of the events and attributes available in People. For example, you might want to send a message to customers who have spent a certain amount of money on your products or services but have not made a purchase in the past several months.
Go to People > Segments and design this segment. In this scenario, add the Total Spending attribute, the amount, and then use the available operators for more refined targeting.
These operators (first block in the screenshot above) help define the audience segments with some very specific instructions:
||The exact value
||Use this operator when reaching out to customers who have spent a specific amount of money on purchases.
||Everything except the specific value
||Use it to send a message to customers who have spent more or less than the specified amount.
||Anything below a specific value
||For customers who still have a way to go before spending a certain amount.
|Less or equal
||The value is lower or equal to your defined value
||For messages to customers who spent this same amount of money or less.
|Greater or equal
||The value is higher or equal to your defined value
||You want to target customers whose purchases reached a certain threshold or went over it.
||The value is higher than the defined value
||When targeting customers who spent over a certain threshold.
||The attribute is empty
||Include profiles where City attribute is empty.
|Is not empty
||The attribute is not empty
||Include profiles where Favorite Color attribute is not empty.
The attribute operators may be different depending on the type of attribute you select. Here are some more string and time operators you will likely meet as you are filtering and adapting your segment rules:
||Filter attribute starting with text
||Filter City attribute starting with 'Lo' to show profiles where the city starts with 'Lo'. Example returns, London and Los Angeles.
||Filter attribute ending with text
||Filter City attribute ending with 'on' to show profiles where the city ends with 'on'. Example returns, Lisbon and London.
||Filter attribute containing text
||Filter First Name attribute containing the letters 'da' to show profiles with First Name containing 'da'. Example returns, Adam or Aida or Danielle.
Date / Time Operators
|Date / Time Operator
|Will be in
||Date / time attribute will be in x days, weeks, or months
||Filter profiles where Birth Date will be in 5 days' time.
|Will be within
||Date / time attribute will be within x days, weeks, or months from today
||Filter where Birth Date will be within the next 7 days from today. This would include all days between today and the date/time specified.
|Will be more than
||Date / time attribute will be more than x days, weeks, or months from today
||Filter where Birth Date will be more than 7 days from today.
||Date / time attribute was x days, weeks, or months ago
||Filter profiles where Birth Date was 5 days ago.
||Date / time attribute was within x days, weeks, or months before today
||Filter profiles where Birth Date was within the past 5 days including today.
|Was more than
||Date / time attribute was more than x days, weeks, or months before today
||Filter profiles where Birth Date was more than 1 week before today.
||For date attributes that occur before a date
||Filter profiles where Purchase Date is before and not including 10/10/2021.
||For date attributes that occur after a date
||Filter profiles where Purchase Date is before and including 10/10/2021.
||For date attributes that have happened since the specified date
||Filter profiles where Purchase Date is since and including 10/10/2021.
||When date attribute happens after the specified date.
||Filter profiles where Purchase Date is after and not including 10/10/2021.
The event you are using to create a segment will include both the occurrence and timeframe: how many times the purchase happened during the specific time period. Connect the occurrence and time operators and you will have a very refined campaign.
||The exact number of times the customer made a purchase.
||For the number of purchases that`s smaller than a specific number that you will define. For instance, less than 3 purchases.
|Less or equal
||When targeting customers who made the number of purchases that is either smaller or equal to the value that you have set.
|More or equal
||Reach out to customers who made the exact number of purchases as the defined value or more than the defined value.
||For customers who made more than a specific number of purchases. For example, when you want to award those who bought more than 5 products.
||It does not matter when exactly the purchase occurred.
|Within the last
||It occurred inside the specific timeframe, during the past “x” days, hours, minutes.
|Before the last
||The purchase happened before the last “x” days, hours, minutes.
|Between the last
||The event may have happened between the last “x” and “y” days, hours, or minutes.
For more complex scenarios, add more attributes and events to one Segment Rule. When you are done creating the rule, save it and each person who matches these criteria will be included in the segment automatically.
Tags can be quickly applied (and removed) to help you organize audiences for more relevant communication. Tags exist on the account level and are applied to any person`s profile. Multiple tags can be added to one person, and each tag can be „attached“ to more than one person.
A tag becomes handy when you want to group persons according to their specific interests or characteristics. Say you want to tag all the persons with the label Electronics Wishlist (because they added items from the electronics category to their wishlist) so you can later send them campaigns with special offers.
Tags are created via People API or on our web interface.
To create and manage tags via People API, use one of the following methods:
If you want to add a tag using the Infobip web interface, select People > Tags > Create Tag and enter the tag name. Create and assign as many tags as you need.
All your tags are listed on the Tags page, including the number of persons that belong to each one of them. For more details about tags per person, click the person profile card.
To delete a tag, click the “x” button.
Assign Tags to Imports
When you import contacts to the People module, every person gets a default tag that contains the time and date of the import.
Tags can be managed directly from the import screen. After you import data and select Analyze, you can choose to remove the default tag and assign the new ones.
Manage Tags in People
It`s possible to search profiles by tags and include one or more tags in the search. The result will also give you a good idea about how many persons there are in a specific “tag group”.
You can assign tags to one or more person profiles. Select the check boxes next to people's names, click Manage Tags, and either search for an existing tag to add or create a new one. If you select a larger audience, you'll see a notification that you're trying to apply a tag to a larger audience.
One person can have as many tags as you want. You can assign tags to persons when importing a file if you want to mark them all at once, or you can do it later after you’ve filtered your data by certain criteria on the People page. Both methods produce the same result.
If you have our customer engagement solution, Moments, enabled on your account, use tags in two-way communication with customers. You could, for example, send messages to people who were attending the same conference.
Another possibility is to add tags later in the communication flow to tag people based on their responses to your messages and use the tag for future campaigns.
Do Not Contact list
All the phone numbers and email addresses that no longer want to be contacted are stored inside the Do Not Contact list. Use this feature to make sure that no communication is sent to people who have opted out of your communication campaigns. Remain compliant with the important personal data regulations such as GDPR, and always be able to track whether a person who wants to stop receiving communication from your company is really on your Do Not Contact list.
Use the Configuration page in the People module to import data to the list. The data can also be added automatically from an existing communication flow.
If you manage multiple accounts, you will be able to select a specific account for the blocklisted records. From that moment on, when you try to send messages to a blocklisted record, our platform will reject this message and prevent any unwanted communication from being sent.
Manually Add a Person
Log in to the web interface.
On the People platform, go to the Configuration tab.
Select Do Not Contact list to see unsubscribed users.
Add new contact or Import a list of people who no longer want to receive your communication.
Automatically Add a Person
- Go to Moments and create your communication.
- Next, select the element called Add to Do Not Contact list. Validate and launch. If the customer replies with a certain text or performs a certain activity, this element will get to work and the customer's number or email will be blocklisted.
Filters are helpful when you want to see how many people were contacted within a specific time period and how many were reached over a certain channel. You can also use them to search for people by tags, gender, country, city, address, or combine these categories to perform an even more advanced search.
To use quick filters, open the People page and make your selection. When a filter has been applied, a summary card will display the number of persons who meet your criteria. Add more filters to refine the search.
Segment your customers by any criteria. Select this advanced option if you want to filter using any attribute in the system.
Let’s say you want to filter all the contacts who live either in New York or in Mexico City. For this scenario, we will select “city” and add the operator “is.” The value is “London.”
The next step would be to add another group of rules: select “or+” and repeat the process. When you are done, click the Apply Filter button to get results.