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Send an email using customer segments

Use Shopify segments to send an email to specific groups of subscribers.

Updated this week

The integration between Seguno and Shopify enables you to use your Shopify segments to send a newsletter to specific customers. Segments are used to categorize customers who have similar characteristics or have taken the same actions.


Segment customers in Shopify

Segments apply filters to your Customers to create a dynamic group. As new customers qualify for the filters, they'll be automatically added to the segment.

Segments can leverage data from both the customer record and order history. If your shop has made over 100 sales, Shopify's Predicted Spend Tiers will be available for your segment filters. Use Shopify's reference guide for a complete walk-through of all available segment filters.

To view Shopify segment templates:

  1. From your Shopify admin, go to Customers.

  2. Click Templates.

Note: When creating a segment in Shopify, you do not need to add a filter for [email_subscription_status = 'SUBSCRIBED']. Seguno will only send to customers who have accepted marketing. However, not including the subscription status filter may result in your delivered email count being different from the total segment count.


Seguno Email Marketing filters and metafields

Using the following metafields to generate customer segments based on their interactions with your newsletters.

These are updated after each send in near real time.

  • seguno.last_sent_date

    • The last date a subscriber received an email from Seguno Email

  • seguno.last_open_date

    • The last date a subscriber opened an email from Seguno Email

  • seguno.last_click_date

    • The last date a subscriber clicked an email from Seguno Email

  • seguno.sends_since_last_open

    • The total count of newsletters sent to that subscriber since they opened an email from Seguno Email (The larger the number, the more newsletters they have not opened.)

  • seguno.sends_since_last_click

    • The total number of newsletters sent to that subscriber since they clicked an email from Seguno Email (The larger the number, the more newsletters they have not clicked)

To find these metafield filters:

  1. From your Shopify admin, go to Customers

  2. Click Filters, then Metafields

Example segments:



Send an email to your target segment in Seguno

Choosing segments to include or exclude when sending an email in Seguno is done by editing the Recipients.

To send an email using segments:

  1. From the Newsletter detail page, click Edit in the Recipients section.

  2. To send the email to specific segments, select Subscribers within specific segments.

  3. Select one or multiple segments from the search bar.

  4. To exclude specific segments from receiving the email, select Exclude customers within specific segments.

  5. Select one or multiple segments from the search bar.

  6. Click Save.

Note: If a customer is part of multiple segments, Seguno will only email that customer once. If a customer is included in both the segment intended to receive the email and an excluded segment, Seguno will not send the email to that customer.


Default Exclusion Segments

Choose segments to exclude when sending any email in Seguno automatically.

To set a Default exclusion segment:

  1. Navigate to the Settings page in Seguno Email

  2. Scroll down to the Excluded recipients

  3. Select one or multiple segments from the search bar

  4. Click Save.

This process automatically adds the segments to the exclusions list for the recipients of the newsletter and works for creating new newsletters and duplicating existing ones.


Carry recipients to duplicate newsletters

When duplicating a sent newsletter, carry the newsletter's recipients, included and excluded segments, to the new newsletter.

To carry over previous recipients to the duplicated newsletter:

  1. Select the sent newsletter you'd like to duplicate

  2. Click Actions, then Duplicate

  3. Fill out the required boxes, then check the box labeled "Include recipients"

This action will overrule any Default exclusion settings, so they will not apply to the duplicate newsletter.


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