Contact segmentation
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Written by Flowio Support
Updated over a week ago

How to segment contact list

With Flowio, we allow you to quickly categorize your customers based on their interaction on your website by using the segmentation feature in the app. We offer many different filters that allow you to be more flexible with your segments and target your customers at the exactly right time

You can create your Contact segments based on the following factors:

  • Customer information

  • Customer behaviors

Let's look into each of these categories in greater detail

Segments by Customer Information

Your contact list will be synchronized from the Shopify platform when you install the app. You can use all collected information such as email address, phone number, number of orders,... as a filter to sort your contact list into segments. Some of the main filters contain:

  • Email/phone number

  • Email/phone number status

  • Order count

  • Order spent

  • Last order date

Segments by Customer Behaviors

You can segment your contact by their activities on your website, activities with your email/ SMS automation flows, Lead score, Propensity to Buy and contain multiple options:

  • Received/Clicked/Opened Email/SMS automation flow

  • Lead score & Propensity to Buy

How to segment contact list

The benefit of Segmentation is that it helps you to deeply understand every type of your contact. If you arrange your segments in the right way, here are some of the best practices you can achieve:

  • Launching promotions, loyalty campaigns to the right targeted customers

  • Increasing loyalty customers

  • Increasing order conversion rate

  • Manage your contact more effectively

There are two ways to create targeted segments.

Basic Filter:

First, click “Add filter" and start filtering. Then you can see the filtered data display in the table.

For example: If you want to create a segment that only has email status “Subscribed", you can click “Add filter" and start filtering as the image below:

Click on “Save segment" to save these segments for email/SMS marketing campaigns.

Or you can export the data for different purposes

Combine ‘And’ / ‘Or’ filters

This is one of the best features of our app that helps you manage your contact list efficiently. It allows you to create more flexible filters with your segments, and send more targeted contacts.

For example: If you want to create a segment contact that has email and phone number status “Subscribed", you need to follow up step-by-step below:

First, add your first filter: Email status “has any value"

Then, add an additional filter and apply “and” or “or” feature between them that be suitable for your need:

Finally, you can see the 'And' and 'Or' rules have been combined to create a more flexible and targeted contact.

Click on “Save segment" to save these segments for email/SMS marketing campaigns.

If you need further support, please feel free to contact us via live chat or email us at

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