Create A Segment Based On Order Data Stored For Contacts

About this task

The Ordered/Converted criterion allows you to create segments based on order data associated with contacts.

Note: Segments do not collect tracking or order conversion data from test deliveries.

To create a segment based on the order data associated with contacts:

Procedure

  1. Go to Contacts > Segments.
  2. To
    • Create a new segment, click Create New Segment.
    • Edit an existing segment, click the pencil icon Edit Segment in the row associated with the segment you want to edit.
  3. Click Add Rule.
    If you want to add this criterion to an existing rule, skip this step.
  4. Click Commerce.
  5. Click Ordered/Converted.
  6. In the first pull-down menu, select one of the following:
    • All Orders
    • Conversions
    • Orders Not Associated With A Delivery
  7. Only if you selected Conversions:
    1. From the second pull-down menu, select one of the following:
      • Delivery
      • Delivery Group
    2. Based on what you selected, click either Add A Delivery or Add A Delivery Group.
    3. Based on what you selected, click in the row associated with either a delivery or delivery group.
      Note: Segments containing criteria in which a delivery group has been selected will be updated every 24 hours or when saving, refreshing, or sending to the segment.
      Note:

      If a custom delivery group is selected in a criterion and the delivery group contains more than 20,000 deliveries, an error will be shown. You will not be able to get contact counts for the criterion, the rule it is inside of, or the segment.

      Segment Delivery Group Limit Error

      There is also a limit of 100,000 deliveries per segment. If each criteria in a segment contains a custom delivery group with less than 20,000 deliveries, but the segment as a whole contains more than 100,000 deliveries, an error will be shown. These errors does not apply to the three default delivery groups (All Deliveries, Marketing Deliveries, and Transactional Deliveries).

      For more information on fixing invalid segments, see Fix Invalid Segments.

    4. Click Select.
  8. In the pull down menu after the text Where, select one of the following:
    • The Product Price
    • The Product Description
    • The Product Name
    • The Product Category
    • The Product Image
    • The Product URL
    • The Product SKU
    • The Product Quantity
    • The Order Id
    • The Order Total
    • The Order Date
  9. If you selected The Product Price, The Product Quantity, or The Order Total in the previous step, select one of the following:
    • Equals
    • Is Not Equal To
    • Is Less Than
    • Is Less Than Or Equal To
    • Is Greater Than
    • Is Greater Than Or Equal To
  10. If you selected The Order Date, select one of the following:
    • Is The Same Day As
    • Is Not The Same Day As
    • Is Between
    • Is Not Between
    • Is Within The Last
    • Is Not Within The Last
    • Is Within The Next
    • Is Not Within The Next
    • Is Before
    • Is Before Or The Same Day As
    • Is After
    • Is After Or The Same Day AS
    • Is In Time Frame
    • Is Not In Time Frame
    • Is The Same Month As
    • Is Not The Same Month As
    • Is The Same Year As
    • Is Not The Same Year As
  11. If you selected any of the other options in the previous step, select one of the following:
    • Starts With
    • Does Not Start With
    • Ends With
    • Does Not End With
    • Contains
    • Does Not Contain
    • Is
    • Is Not
    • Is Empty
    • Is Not Empty
  12. If you selected Equals, Is Not Equal To, Is Less Than, Is Less Than Or Equal To, Is Greater Than, or Is Greater Than Or Equal To in the previous step, enter a number in the text box.
    1. Click Add to add numerical values.
  13. For Order Date only: If you selected Is Within The Last, Is Not Within The Last, Is Within The Next, or Is Not Within The Next, select one of the following from the last pull-down menu:
    • Days
    • Weeks
    • Months
      Note: When you select a month-based option, Bronto uses the current date in the month and the same date in either the previous month or the next month to create a range. For example, you select Is Within The Next Month. On June 4th, the next month will be June 4th - July 4th. On June 5th, the next month will be June 5th - July 5th, and so on. However, not all months have equal days. When this happens Bronto continues to use the last day of the next or previous month, which can sometimes lead to a contact staying on a segment longer than intended. For example, you select Is Within The Last Month. From March 28th - March 31st February 28th will be used as part of segment because (most years) there is no February 29th-31st. This means a contact could stay on this segment for 4 days past what was intended. If you're using this segment with a workflow you can use contact throttling to prevent sending these contacts excessive messages.
    • Years
  14. Optional: Click the Ignore Year checkbox if you want the segment to ignore the year as it evaluates the date for matches.
  15. Click Add Criteria if you want to add another criteria.

What to do next

To view the order data associated with a contact, go to Contacts > Search, search for your contacts, then click on the email address of a contact. You will be taken to the Contact Details page for that contact. Click Orders to view detailed order data associated with the contact. For more information on viewing the order data associated with an individual contact, see Contact Details Order Data.

Orders can be tracked in the application using Conversion Tracking or via the API. For more information on using Conversion Tracking, see Configure Order Settings. For information on tracking orders in the API, see addOrUpdateOrders.