Detailed Explanation about Conditions for Broadcast & Segments

Objective

Detailed Explanation about Conditions for Broadcast & Segments

Applies To

• Broadcast
• Segments
• Jumper

Procedure

Jumper.ai’s advanced segmentation tools enable businesses to create highly specific audience segments based on various data points and user attributes & deliver highly personalized and targeted messages to their users, leading to improved user engagement, retention, and overall customer satisfaction.

‘AND’ and ‘OR’ conditions are used to define the conditions under which a message or content will be sent to the customers. These conditions play a crucial role in determining the targeted audience for a broadcast

‘AND’ Condition

When using the ‘AND’ condition, both conditions must be met for targeting the customers. For example: If Condition A (e.g., Interaction channel = Messenger ) is true AND Condition B (e.g., Custom Tag = jumper) is true, then the customers who satisfy both conditions will be targeted.



In the below example, Condition A is set as Interaction Channel = Messenger, Condition B is set as Custom Tag = jumper & Condition C is set as  Custom field = NewOffers:Subscribed, then the customers who satisfy all the 3 conditions A, B & C will be targeted.

You can add multiple ‘AND’ conditions based on the business requirements, simply by clicking on ‘+ AND condition’.

‘OR’ Condition

When using the ‘OR’ condition, either of the conditions being met is sufficient for targeting the customers. For example: If Condition A (e.g., Custom Tag = jumper) is true OR Condition B (e.g., Custom field = Newsletter:Subscribed) is true, then the customers who satisfy either of the Conditions A or B will be targeted.



In the below example, Condition A is set as Custom Tag = jumper, Condition B is set as Custom Field = Newsletter:Subscribed & Condition C is set as  Talked with Agent = John Doe, now the customers who fulfil any of the 3 conditions A, B & C will be targetted.

You can add multiple ‘OR’ conditions based on the business requirements, simply by clicking on ‘+ OR condition’.

Types of Conditions

There are 4 types of conditions which can be applied to your broadcast messages, i.e. Custom Tag, Last Interaction, Personal details & Custom field.

Custom Tag

In this condition, you will find a list of dropdowns of your added custom tags to your existing customers, select any one of the custom tags. To add more custom tags simply add a new condition.

Last Interaction

In this condition, all customers who had past interactions with any of the selected filters will be receiving your broadcast message.

Here you will find a list of the following filters to select from - 

• Interaction Date
• Interaction Time
• Talked with Agent
• Completed the product flow
• Completed the collection flow
• Completed the bot flow  
• Has Item in Cart and not paid

1. Interaction Date / Interaction Time: With these 2 filters you can specify a particular Date / Time for your customer's interaction along with a selector for the mentioned period, such as ‘on’, ‘before’ & ‘after’.
   
   
   
   Note: In Interaction Time, you can choose a time and date for the condition, while for  Interaction Date you can only choose a particular date.
   
   Condition with ‘ON’ Selector for Date/Time
   If you have selected the ‘on’ selector for your Interaction date / Interaction time, all customers who have interacted during the mentioned period will fall under your condition.
   For example, here on the interaction date, the customers who fall under the interaction period of 2022-08-22 (24hrs) will fall under your condition.
   
   
   
   With Interaction time, the customers who have engaged on the mentioned date i.e. 2022-08-22 and at the particular time 04:15:30(exact time) will fall under your condition.
   
   
   
   Note: You can also edit the added date or time after adding the condition, simply by clicking on the input field.
   
   
   
   Condition with ‘BEFORE’ Selector for Date/Time
   If you have selected the ‘before’ selector for your Interaction date / Interaction time, all customers who have interacted before the below-mentioned period (i.e. 2022-08-14) will fall under your condition.
   
   
   
   Similarly for Interaction time, if you specify the timing, customers who have interacted before the specified time will be targeted.
   
   Condition with ‘AFTER’ Selector for Date/Time
   If you have selected the ‘after’ selector for your Interaction date / Interaction time, all customers who have interacted after the below-mentioned date (i.e. 2022-04-14) will fall under your condition.
   
   
   
   Similarly for Interaction time, if you specify the timing, customers who have interacted after the specified time will be targeted.
   
   
2. Talked with Agent: In this option, you can select a particular agent from your list of added team members who will appear in the dropdown list, all customers who have interacted with the particular agent, will fall under your condition.
   
   
   
   
3. Completed the Product flow / Collection flow/ Bot flow: In these 3 options you can follow the similar steps of selecting any of the added Product flow / Collection flow / Bot flow in the dropdown list, all customers who have completed the selected flow will fall under your condition.
   
   
   
   4. Has Item in Cart and not paid: Here, the customers who have added items to their cart and haven’t proceeded for the checkout will fall under your condition.
   
   

Personal details

In this condition, you can add filters which will be based on the personal information of the customer, such as Name, Email, Number & Gender followed by targeting selectors such as Is, Isn’t & Is unknown. (the targeting selectors only apply on Name / Email / Number ).

Targeting Selectors

1. Is: In this type of targeting selector, once you select a filter among Name / Email / Number, according to your chosen filter, you can specify a particular Name / Email / Number in the input field, which will target only the particular customer for your message.
   
   As an example, if you opt to apply a name filter by using 'is' as a targeting selector and enter a specific name, let's say 'John Wilson,' only customers with that exact name will fall under your condition. The same principle applies to Email and Number filters.
   
   
   
   
2. Isn’t: In this type of targeting selector, once you have selected a filter among Name / Email / Number, based on your chosen filter, you can specify a Name / Email / Number in the input field, customer matching the specified fields will be excluded from your targeted messages.
   
   For instance, when you select an Email filter using 'isn't' as the targeting selector and input a specific email address, such as 'johnwilson007@gmail.com,' only the customer with that exact email will be excluded from your condition. The same principle is applied to Name and Number filters.
   
   
   
   
3. Is unknown:  The ‘Is unknown’ targeting selector operates on the premise that Name, Email, or Number doesn’t not have a value captured for the customer.
   
   
   
   For the Gender filter, you can select a gender from the listed genders in the dropdown list for your targeted message.
   
   

Custom field

With this filter, you can specify the custom fields that are stored in CRM/Live chat for each customer, it's a "property:value" pair, for example, = "returningUser:true".



Note: As of now there are no limits set for adding multiple ‘AND’/‘OR’ conditions.

To remove any of the added conditions, simply click on the ‘delete’ icon.