Octy defines a segment as a group of profiles based on common characteristics and behaviors. Once recorded, you can use these segments to analyze customer characteristics and predict behaviors. Segments allow you to hyper-target your outreach, content and messaging. Reducing unnecessary advertisement costs, as well as increasing your rapport with existing customers. There are two primary-segment-types. Both primary-types have a set of sub-types that define the structure of the criteria of the segment.
You can specify a sequence of events (actions) that must occur or not occur (inactions) with specified time frames between each and in some cases required profile characteristics. Together this sequence of events and profile characteristics is recorded as a segment.
Basic example of a segments rule set:
A single action or a combination of a single action followed by a single inaction, in real time as they occur. You can specify a sequence of events that must have occurred (action) or not occurred (inaction) with specified time frames between each.
Example: ‘viewed the checkout page’ (action) and ‘did NOT create a charged event WITHIN 5 minutes time frame’ (inaction).
In the event of a profile meeting a live-segment's criteria, a webhook request will be made to your accounts specified webhook_url (in your account configurations), allowing your system to initiate any desired action immediately.
2 Live-segment sub-types:
|A single action||1|
|A single action followed by a single inaction||2|
A series of actions or a combination of actions and a single inaction that have occurred in the past with or without specified profile properties. You can specify a sequence of events that must have occurred (actions) or not occurred (inactions) within an overall time frame, example: within the last 30 days.
4 Past-segment sub-types:
|A single action or an array of actions||1|
|A single action or an array of actions, followed by a single inaction||2|
|A single action or an array of actions, performed by a profile with a specific property Example: user_type : "Gold"||3|
|A single action or an array of actions, followed by a single inaction, performed by a profile with a specific property Example: user_type : "Gold"||4|
Note: The specified property within past-segment sub-types 3 and 4 should be an existing key-value pair within one or more profiles profile_data attribute.
Segment definitions can be created by making a request to the /v1/retention/segments/create endpoint.
A maximum of 1 segment definition can be created with any single request to the /v1/retention/segments/create endpoint.
When creating a segment definition, a primary-type and sub-type must be specified.
You can specify the primary-type by setting the segment_type parameter to "live" or "past".
You can specify the segment sub-type by setting the sub_type parameter to a relative integer identifier, as defined above.
|segment_type||"live" or "past"|
Rules when creating past and live-segment-types:
When defining a segment, there are a set of rules/guidelines to consider relative to the event_sequence parameter:
Now that you have created segment definitions, it's time to generate some engaging personalized content at scale.
Go to the Messaging section of this documentation to learn how messaging works with Octy.