While lists are static reservoirs filled manually or through automations, segments are dynamic audiences. A segment automatically groups every contact who meets a set of criteria defined from Kanal and Shopify data.
The segment evolves in real time: if a customer meets the criteria, they enter the segment; if they no longer meet the conditions, they leave it automatically. This tool is essential to target your campaigns with surgical precision.
To start creating a dynamic audience, follow these steps:
Access the section: go to the left sidebar and click List and segment.
Get started: click the Create button, then select the Create segment option.
Identification: enter a clear name for your segment. This name lets you quickly identify your audience when sending your future campaigns (e.g. FR Customers - More than 3 orders).
The core of a segment lies in the conditions you apply to it. Kanal lets you cross several types of data to refine your targeting.
Important note: The categories and examples listed below are not exhaustive. Kanal's segmentation interface is built to evolve: filtering possibilities are virtually endless thanks to the combination of synced Shopify data and behaviors recorded on WhatsApp.
You can filter people based on whether or not they belong to an existing static list. This lets you create "mixed" segments.
This criterion is based on the contact's intrinsic information, such as the country of origin from the phone number's dialing code.
You can filter contacts based on their interactions: message reads, Shopify order history, or how often they send inbound messages over a given period.
One of the strengths of Kanal's segmentation tool is the ability to stack criteria. You are not limited to a single condition; you can add as many as needed to create an ultra-specific audience. The system's flexibility lets you go down to total granularity and adapt your message to every micro-segment of your database.
Once your conditions are selected, you don't need to guess your audience size. By clicking the Calculate button, Kanal instantly queries your data to precisely estimate the number of contacts matching the defined criteria.
Unlike a static list, a segment stays flexible even after it is created. If your strategy evolves, you can go back to an existing segment at any time to edit its conditions. Once the changes are made, simply click the calculate button again to refresh the audience and save the new filtering rules.
To make data processing easier or for external reporting needs, Kanal lets you export your audiences. Whether it is a List or a Segment, you can download all the matching contacts in XLSX format. This feature is accessible directly from the management interface of the audience in question.
Once the segment is created and saved, it becomes available as an audience source in the Campaign tab. The major advantage of using a segment for your sends is guaranteed relevance: you only reach out to people who, at the exact moment of sending, meet your strategic criteria. It is the best way to maximize your ROAS and minimize unsubscribe rates.
