Build dynamic segments that automatically update as subscribers meet your criteria, using a single rule or multiple rules combined with AND and OR conditions.

What are segments?

A segment is a dynamic group of subscribers based on properties you define, like customers who purchased in the last 30 days or subscribers who opted in at checkout. Segments let you organize your audience into targeted groups for more personalized messaging.

Segments are different from lists. A list is a static group of profiles, such as SMS subscribers from a signup form or an import, and it only changes when you add or remove people. A segment updates automatically: subscribers join it as soon as they meet your criteria and drop out once they no longer do, so you never have to rebuild it by hand.

How segments work

Who a segment includes by default

By default, every segment starts from All Promotional Subscribers, meaning subscribers who have opted in to receive promotional messages. You'll see this shown as the Segment Size before any criteria are added. The criteria you add then narrow that group down.

You can override this default and send to every subscriber on your list, including subscribers who only opted in to transactional messages.

Important: We recommend consulting your compliance or legal advisor before choosing to send to Transactional subscribers. Sending promotional content to subscribers who haven't opted in to marketing messages can create compliance risk for your store.

Segment criteria

Each rule in a segment is built from three parts: a Segment Criteria, an Operator, and a Value. All criteria are based on the subscriber, and the operators available depend on the criteria you choose. Some criteria, like tags and Is a customer, don't have an operator, so you only select a value.

Criteria	What it filters by	Available Operators	Criteria Type	Expected Input
Number of orders	How many orders the subscriber has placed.	Equals Does not equal Greater than Less than Greater than or equal to Less than or equal to	Number	A number.
Total spent	The total amount the subscriber has spent.	Equals Does not equal Greater than Less than Greater than or equal to Less than or equal to	Number	A number.
Average order value	The subscriber's average order amount.	Equals Does not equal Greater than Less than Greater than or equal to Less than or equal to	Number	A number.
Number of texts sent	How many texts have been sent to the subscriber.	Equals Does not equal Greater than Less than Greater than or equal to Less than or equal to	Number	A number.
Number of replies	How many times the subscriber has replied.	Equals Does not equal Greater than Less than Greater than or equal to Less than or equal to	Number	A number.
Last order date	The date of the subscriber's most recent order.	Greater than Less than Greater than or equal to Less than or equal to In the last (days) In the last (weeks)	Date	A date from the calendar, or a number of days or weeks for the In the last operators.
Subscriber created date	The date the subscriber joined your SMS list.	Greater than Less than Greater than or equal to Less than or equal to In the last (days) In the last (weeks)	Date	A date from the calendar, or a number of days or weeks for the In the last operators.
Customer created date	The date the subscriber's customer record was created.	Greater than Less than Greater than or equal to Less than or equal to In the last (days) In the last (weeks)	Date	A date from the calendar, or a number of days or weeks for the In the last operators.
Last texted date	The date the subscriber was last texted.	Greater than Less than Greater than or equal to Less than or equal to In the last (days) In the last (weeks)	Date	A date from the calendar, or a number of days or weeks for the In the last operators.
Opt-in source	How the subscriber was added to your list. See Opt-in sources below.	Equals	Dropdown selection	An opt-in source from the dropdown.
Phone state (US)	The US state associated with the subscriber's phone number.	Equals Does not equal Contains Does not contain Starts with Ends with	Dropdown selection	A US state from the dropdown.
Customer ID	The subscriber's customer ID.	Equals Does not equal Contains Does not contain Starts with Ends with	Text	Type a full or partial customer ID.
Is a customer	Whether the subscriber is a customer.	None	Yes or No	Yes or No.
Phone country	The country of the subscriber's phone number, by country code, for example +1 (United States) or +44 (United Kingdom).	Equals	Dropdown selection	A country from the dropdown, which includes a search bar.
Address country	The country in the subscriber's address.	Equals Does not equal	Dropdown selection	A country from the dropdown.
Address state	The state in the subscriber's address.	Equals Does not equal Contains Does not contain Starts with Ends with	Text	Type a full or partial state name.
Address city	The city in the subscriber's address.	Equals Does not equal Contains Does not contain Starts with Ends with	Text	Type a full or partial city name.
Address ZIP/postal code	The ZIP or postal code in the subscriber's address.	Equals Does not equal Contains Does not contain Starts with Ends with	Text	Type a full or partial ZIP or postal code.
Purchased product	A specific product the subscriber has purchased.	Contains	Product	A product from your store, found with the search bar.
Tagged with	Subscribers who have a specific TxtCart tag.	None	Tag	A TxtCart tag from the dropdown.
Not tagged with	Subscribers who don't have a specific TxtCart tag.	None	Tag	A TxtCart tag from the dropdown.
Shopify tagged with	Subscribers whose Shopify customer record has a specific Shopify tag.	None	Tag	A Shopify tag from the dropdown.
Shopify not tagged with	Subscribers whose Shopify customer record doesn't have a specific Shopify tag.	None	Tag	A Shopify tag from the dropdown.

Opt-in sources

The Opt-in source criteria lets you target subscribers based on how they joined your list:

Opt-in source	What it means
Checkout	The subscriber was captured through your store's checkout page.
Order
Signup form	The subscriber joined through a signup form.
Manual Upload	The subscriber was added through a file upload.
Manual Add	The subscriber was added manually.
Initial Installation Sync	The subscriber was automatically pulled from your Shopify store after you installed TxtCart.
3P Integration	The subscriber came from another app via Shopify.

Combining rules with AND and OR

You can build a segment from a single rule or combine as many rules as you need. There's no limit on the number of rules or filters in a segment.

+ Add Rule adds an OR condition. The new rule appears in the same box, and a subscriber only needs to match one of the rules in that box to be included. For example, Total spent greater than 0 OR Tagged with UNENGAGED includes subscribers who match either one.

+ Add Filter (Optional) adds an AND condition. It creates a new box below the first one, and a subscriber has to match both boxes to be included. For example, Total spent greater than 0 AND Opt-in source equals Checkout only includes subscribers who have spent money and also opted in at checkout.

You can mix both. Each filter box can hold its own OR rules, and every box is joined to the others with AND, so you can build segments like "(rule A OR rule B) AND (rule C OR rule D)."

Segment Size

Segment Size, shown below the segment name, is the estimated number of subscribers in the segment. It updates automatically as you add or change rules, and the segment keeps updating after it's saved as subscribers start or stop meeting your criteria.

Note: Not every subscriber has a customer record in Shopify. How subscribers were acquired affects this: for example, subscribers imported from a list may not have a Shopify customer record, while subscribers collected through your checkout will. TxtCart cross-references the subscribers on your SMS list with your Shopify customer records, but your TxtCart segment count may still differ from the same segment pulled directly from Shopify.

How to create a segment

Go to List & Segments and click the + Create New button on the right side of the page. In the window that opens, click Create Segment.
Enter a name for your segment in the Name this segment field, then click Next: Add Criteria.
Under Segment Criteria, click Select a criteria and choose what you want to filter by. Then choose an operator under Operator, if the criteria has one, and enter or select a value under Value.
To add an OR condition, click + Add Rule and set up the new rule the same way. To add an AND condition, click + Add Filter (Optional) and set up the rule in the new box. To remove a rule, click the trash can icon next to it.
Check the Segment Size at the top of the window to see roughly how many subscribers match, then click Save. Your new segment appears on the List & Segments screen.

Tip: Give each segment a name that describes who's in it, like "Repeat buyers, checkout opt-in," so it's easy to find on the List & Segments screen when you're setting up a send.

Renaming a segment

To change a segment's name, click the pencil icon next to the segment name at the top of the segment window, type the new name, and click Save.

💡 Have any questions?

Please feel free to reach out to our wonderful Support team at support@txtcart.ai or via Live Chat.

Creating Audience Segments