How to Create Segments in Conversational Connect (Jumper.ai)

Objective

How to Create Segments

Applies To

• Jumper.ai
• Conversational Connect
• Segments
• Customers
• Broadcast
• Contacts
• CRM

Segments allow you to create targeted customer lists based on specific filters such as interaction history, personal details, tags, custom data, or broadcast delivery status.

With saved segments, you can use them anytime for any broadcast without the hassle of creating filters or conditions again and again for new broadcasts.

Procedure

1. In the left-hand navigation menu, go to Customers → Segments.
   
   
   
   You will see a list of existing segments with options to:

   Export -  Download customer data in the segment.
   Edit - Modify segment name or conditions.
   Delete -  Remove a segment permanently.
   
   

2. Click on Create New Segment.
   
   

3. Under Create Segment window, follow these steps:
   Name your segment - By default, segments are auto-named (e.g., Jumper Segment). You can rename them as per your requirement.
   Select an interaction channel - Choose one of your connected channels from the dropdown.
   
   
   
   Adding Conditions -  Once you have selected the channel, click on the + AND Condition button to start adding filters.

   Filtering Customers

   You can filter customers using the following options:
    Last Interaction
   
   
   
   Interaction Date - Filter by the date of last customer interaction.
   Interaction Time - Filter by time of last interaction.
   Talked with Agent - Select customers who had a conversation with a live agent.
   Engaged with bot flow -  Select customers who interacted with a bot flow.
   
   Personal details
   
   
   
   Name - Filter by customer name.
   Email - Filter by customer email address.
   Number - Filter by phone number.
   Gender -  Filter by recorded gender.

   Tags and Custom Data
   
   
   
   Tags - Filter by assigned tags.
   Custom Field - Filter by any custom field values.
   
   Broadcast
   
   
   
   Broadcast delivery status: Filter customers based on their broadcast delivery status (e.g., submitted, delivered, read, rejected, failed).

   You can also search for a specific broadcast by name and choose the desired delivery status.

Managing Conditions

You can add multiple conditions without limits by clicking +AND Condition.

Combine filters using AND (all must match) or OR (any can match).

To remove any condition, click the Delete icon.

Previewing Your Target Audience

You can also get the count for the targeted customers who fall under your added filters and conditions by clicking on the Get the count option.This helps verify targeting before saving the segment.

If you added a new condition, click on Refresh the count to get an updated count for it.

Note: The refresh count on broadcast is not real-time. Generally, it requires an hour for any new customers added to reflect the data on the broadcast end.

Saving the Segment

1. Once you have added your filters and conditions, click on Save to store the details of your created segment.
2. Once you have saved your segment, you will find it under the segments page. 

From here, you can:

• Edit - Modify filters, conditions, or name.
• Delete - Remove the segment permanently.
• Export -  Download the customer list in CSV format.

Note: Avoid editing segments that are currently being used in active broadcasts, as this will change the target audience while the broadcast is running.