When you create a segment of transactions, you can access the details for a specific transaction record in addition to the details for a user profile.
When you create either a basic or an advanced segment of transactions, specify the transaction model that is the target of the segmentation query.
Using segments in campaigns
If a segment of transactions is used to trigger a campaign, each transaction is treated as an individual record by default.
If a customer has multiple qualifying transactions, the campaign triggers for each one, resulting in one message per transaction.
To message the customer only once, regardless of the number of qualifying transactions, enable the "For transaction segment campaigns, send only one message per user" setting in your campaign messaging preferences.
Example: Basic Segment of transactions
This segment targets users for the "orders" transaction model.
The target of the transaction is displayed in the segment editor at all times so that you can easily identify which entity (user or transaction) the segment targets.
In the following example, High Value Orders, there are two conditions:
- A User attribute condition that targets users who live in the city of San Francisco.
- A Transactions condition to target users who have purchased "Apparel" and for whom the revenue is greater than or equal to 100.
Some use cases for this segment include advertising a discount, promo code, or the announcement of a new product.
Example: Advanced segment of transactions
This segment targets users for the "Hotel Booking" transaction model.
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