A segment is a dynamic selection of data.
You can create a selection by orders with certain conditions, save it as a segment and use it, for example, when adjusting auto mailings.
In order to create a segment conditions with certain parameters are used as well as logical operators “AND”, “OR”, “NOT” that form a segment’s rule.
When creating of a selection by users the following conditions are available:
- “Object’s ID” - is a unique identifier of a purchase in an account (it is shown in a link to a purchase). You can use it if you want to choose one or more certain purchases.
- “Active” - this parameter chooses up-to-date or completed/cancelled purchases:
- “Is paid” - when purchasing an order for an offer with an indicated price, a paid purchase is being formed. When creating an order for an offer with null price, a purchase isn’t considered as paid one
- Product parameters
- Product Product - choice
All these conditions allows choosing purchases of a certain product by its name or parameters:
- Start date
- End date
- Date of creation
Start date - is a date when a purchase became active.
End date - is a date when a purchase will become inactive (this date is specified either if an offer has time limits or there is a subscription).
Date of creation - is a date when a purchase was created.
When working with these conditions you can choose certain dates or period of time.
It is possible to turn a purchase renewal on: either a user is able to renew it on his own or it is performed automatically (a recurrent payment). If you want to select such purchases, use these parameters:
- Allowed renewing automatically
- Allowed renewing by a user
- Renewal status
In product settings you can create a stream to provide separate access to a training for different groups of student at different time. You can choose purchases of a certain stream by using this condition:
- Belongs to the user
Then you can indicate conditions by users (see “Segments by users”).
For example, you can choose only purchases of users with existent email addresses:
There are the following statuses:
- Not started
- Not activated
In the training settings in the offer, as well as in a specific purchase, you can specify a responsible teacher (personal supervisor). To select purchases linked to the teacher, you need to use the following condition:
You can select purchases in which a responsible teacher is specified or not specified, or select purchases linked to a specific teacher:
В настройках прохождения тренинга в предложении, а также в конкретной покупке можно задать ответственного учителя (персонального куратора). Чтобы выбрать покупки, привязанные к учителю, нужно использовать следующее условие:
- Ответственный учитель
Можно выбрать покупки, в которых задан или не задан ответственный учитель, или выбрать покупки, привязанные к конкретному учителю: