Create segment

Segmentation is a group of customers who share one or a few things in common. By segmenting your customers into different groups, you can send the right message to the right people. 

📌 Note: Before creating a new segmentation in NestSend, make sure you’ve connected your Shopify store to NestSend. If you haven’t, please learn more here.

How to create a new segment in NestSend 

Option 1: Create non-conditional segment 

Step 1: Navigate to Segments > Click on Create Segment button > Select non-conditional segment 

Step 2: Fill in basic information about the segment > Hit Save button

1. Internal information 

• Segment name
• Tags 
• Description

2. Choose how you would like to add contacts in this segment 

• Upload file CSV
• Sign-up form 

If you select to add contact synced from sign-up form, please click on Create a sign-up form button. Now you’ll be directed to the Sign-up form page.

• To create segment for contacts synced from an existing sign-up form, hit on Edit button of that form > Click on Save changes

• To create segment for a new sign-up form, click on New sign-up form > Set up your sign-up form > click on Save button

Option 2: Create conditional segment

Step 1: Navigate to Segments > Click on Create Segment button > Select conditional segment 

Step 2: Fill in basic information about the segment > Hit Save button

1. Internal information 

• Segment name
• Tags 
• Description

2. Set up the segment condition 

You can group contacts in this segment based on multiple properties like country, address, email, order count, etc 

There are 2 types of conditions that you can use including AND condition and OR condition.

• AND condition means the contact has to meet all conditions. If a single condition is not met, the contact will not be included in the Segment. 
• OR condition means the contact has to meet at least one out of all conditions

Need more help? 

Feel free to contact us via live or email at [email protected]. Our support team is happy to assist you!